RS Software

At 180, everyone is talking about it.

At 45, six months ago, when we recommended the stock in our Small and Microcap Advisory, there were many questions.

A thread 🧵 : 1/6

Today, there's a buzz around RS Software, a micro-cap company pivotal in UPI fintech disruption. Investors are getting excited looking at the management commentary and revenue forecasts at a recently held public event.

The Bullet Proof Investing Seminar

Venue: ITC Grand Chola, Chennai

Some great speakers lined up

We will share the key learnings live.

Like, Repost & Bookmark for future reference.🙂

Let's Go!

Why the Fed cannot stop USA spending?

You will hate them.

You know that these are unhealthy food.

But the stupendous growth YoY just proves one point.

"Convenience & Experience" matter more than anything to us.

More so when it comes to our eating habits.

Devyani International [FY23 AR Notes]

Let’s go! Before we go to the notes from the FY23 AR, let us tell you that we did a deep dive on the QSR space in our 12th and 13th MissioN SMILE webinars in February and March, 2022 respectively.

From Fragility to Robustness

From Highly Volatile to Stable Margins

From the Vagaries of Small Scale to the Economies of Scale

The journey of Apcotex has been awesome.

Key takeaways [FY23 AR]

“Retweet” plz to help us educate and reach out to maximum investors. 🙏

Let's go👇 https://t.co/OZKL0UbJ6jtwitter.com/i/web/status/1…
Before we go to the key takeaway from the FY23 AR, let us tell you that we did a deep dive on Apcotex on our 1st MissioN SMILE webinar on 28th February 2021.

The share price was 175 at that time. What a journey it has had since then.

.@HindenburgRes has a new target & it is Tingo!

Imagine an Uber driver saying:

"Uber is a fraud & we don't work with them. We're not registered on Uber unlike what they claim in their ARs & advertisements."

Tingo's story has that element & much more.

Top 10 learnings! 🙂👇 We're going to dissect this case & try to derive learnings which we as mango investors can incorporate.

HQ in New Jersey, Tingo has several businesses focused on providing mobile phones, food processing and an online food marketplace for farmers primarily located in Nigeria.

CarTrade Tech

Kamath brothers' Zerodha Broking invested in more than 1% of total shareholding of the company in Q4FY23.

The stock is up 15% today, possibly on the announcement of that news.

We presented on CTT in Surat on 20th May.

All the presentation slides here👇 A 2 hour deep dive on CarTrade Tech can be accessed here: surl.li/hqxgp

For 2 dozen more deep dives like that become a MisisioN SMILE member here: surl.li/hqxia

Now available at Monthly, Quarterly & Annual plans

Q4FY23 has come to an end.

What better way to celebrate this than reading crisp yet detailed concall notes of 80+ businesses across market caps.

Here we go!

#Q4FY23 #SSSinsights 1. Apcotex Industries

smartsyncservices.com/apcotex-indust…

Masterclass on Corporate Governance

Case Study: Hikal Ltd

Great insights provided by @reachShriram Sir & his team @InGovern

Full report available on their website.

Key snippets here.

A must-read for any student of investing.

1/3 Irresponsibility of management highlighted.
2/3

#Hindenburg strikes again!

This time against the legendary Carl Icahn.

We know reading 7000 words can be too much for you.

So we have read every word of it and summarized it for you.

No ChatGPT involved :)

A 🧵

Let's go! Carl operates his money through a publicly-listed holding company. He holds an 85% stake.

This #hindenburgresearch report is a masterclass on how to assess a Holdco.

We are not in it for knowing whether its short attempt will be another success or not.

Top 7 insights👇

5 Min Stock Idea

Goldiam International Ltd

Our team puts in a lot of effort to read ARs, ppts, concall transcripts & credit rating reports to write a 1-page crisp report for our community.

If you find value, plz "Retweet" to help us educate max investors.🙏 This 1999-yr discussion between Mr. Utpal Sheth & Mr. Chetan Parikh, shared in a VP thread, is a Goldmine.

Some of the things that are discussed may not be relevant today as the business has evolved.

But its a treat to understand how to Deep Dive.👇

1/4

Multi-baggers just happen!

You won't find them. They find you.

Microcaps, Smallcaps & Midcaps

All these are hunting grounds for finding multi-baggers.

But you got to learn the patterns and processes that increase your odds.

Introducing MissioN SMILE🙂

A short 🧵 Here are the three plans for you:

Monthly: 1499/-
bit.ly/3M2kkiL

Quarterly: 3699/-
bit.ly/42M0ui1 (21.5% Saving)

Yearly: 9999/-
bit.ly/3lY31EX (44.4% Saving)

Stock SIP Investing!

We made this presentation for the MissioN SMILE 2nd Physical Meet at The Conclave, Kolkata

In the interest of time, we didn't present.

So here are all the slides in this short thread 🧵

Let's go! Genius Vs Average!

RateGain Demo Day

1st March 2023

10 am to 1 pm

Key Discussion Points

A thread🧵

"Retweet" if you find value.

Let's go!

1/17 RateGain Today is present across the modern-day traveler's journey

~Dreaming: Images on Social Media
~Planning: Search on Google, Bing
~Booking: Visit OTAs
~Pre-trip: Car Rentals
~On-trip: Great Experience
~Post-trip: Provides feedback on online portals

2/17

5-yr return of the Adani group of stocks still looks great.

It hides an important fact though.

Let us try to decode that in this🧵 We know an investor who invested a part of his portfolio (< 10%) in the Adani group of stocks in 2019.

In Jan 2023, out of his 3 Cr portfolio, 2 Cr was the value of the Adani group of stocks alone. 😳

We know what has happened to the Adani Group in the last month.

Extremistan, Non-Linearity, Unfair Advantage.

If you find value in what we present, "Retweet" this thread 🧵to help us educate maximum investors.🙏

smartsyncservices.com/extremistan-no… Calvin’s dad is right.

The world is unfair.

The business and the investing world are unfair too.

If you think otherwise, bear with us for a couple of minutes, we will change your mind.

1/

Survival > Speed
Room for Error >Being Right
Margin of Safety > Avoiding Risk
Prudent Allocation > Finding Multibaggers

Multibagger ideas are overrated
Multi years of discipline are underrated

Flashback 2022

Consistency> Intensity

250+ Book Snippets

Our fav 10.

Let’s Go! 1.

Common Stocks Uncommon Profits

https://twitter.com/SmartSyncServ/status/1485457894451851267

Short-form is Dopamine
Long-form is Goldmine

Flashback 2022

Top 10 fav SSS threads🧵out of 50+ for the year👇

Let's Go! 1.

Masterclass with

Utpal Sheth
Ramesh Damani
Manish Chokhani
Madhusudan Kela

https://twitter.com/SmartSyncServ/status/1598210531365904386

Boys read Annual Reports

Men write cool threads on Twitter

Legends share their multibagger journey on Youtube

This thread 🧵 is only for the boys.

Flashback 2022

Top 12 AR notes in alphabetical order.

Let’s Go! 1. Aavas Financiers

https://twitter.com/SmartSyncServ/status/1542157680818659330

This is a very important and also tough one, @sohamdas .

Trying to put our thoughts in this thread.

DCF Vs Multiple driven valuation

Let's go!

https://twitter.com/sohamdas/status/1607690499292557315

DCF is the mother of all valuation. Period.

Multiple-driven valuation is derived from DCF only.

So, DCF will always be a superior valuation method compared to multiple-driven.

But...

Flashback 2022

52 Weeks

44 Five Min Stock Ideas

Our team puts in a lot of effort to read ARs, ppts, concalls & credit rating reports to write a 1-page crisp report for our community.

If you find value, plz "Retweet" to help us reach out & educate max investors.🙏

Let's go👇 1. Blue Star 7th Jan

https://twitter.com/SmartSyncServ/status/1479450705698062338

Investing कारवां Ep 8

The Evolution Of A Value Investor Over 25 Years

A 2 hr+ video

Get your earpods, pens, & notebooks.

Soak in all the wisdom.

Thank you @rohitchauhan 🙏



Ppt slides shared in the 🧵 below👇 Disclaimer