Chemical Industry insights & opportunities for investors from Mr. Anurag Surana's chat with Manish of Solidarity Advisors.

Mr Surana has 35+ yrs of experience. He was an investor & board member at PI Industries, having worked there for 14 years as Executive Director.

Thread🧵 1. A few years ago, Indian companies were small.

"20 years back, typically Indian companies were small, insignificant players... they were treated as raw material suppliers, not as strategic partners."

Cut to the 2020s, forget China plus one, many are now selling in China.

Multibaggers, the stocks that multiply your investment tenfold or more, don’t happen by chance.

Anna Yartseva’s deep dive into 464 multibaggers from 2009-24 reveals the facts you ignore.

It shatters myths: Earnings growth? Irrelevant.

FCF yield reigns supreme

Key findings-🧵
Academic deep dives on multibaggers are rare.

Mostly anecdotes from Thomas Phelps (100 to 1) & Christopher Mayer (100 Baggers).

Engaging stories, but they concentrate on case studies & non-numeric factors.

Yartseva crunched real data: U.S. stocks over 15 yrs, post-crisis reset.

The aim: pinpoint factors that truly drive outperformance.

Pre-Engineered Building [PEB] Sector

Deep Dive on 4 businesses in our YouTube Playlist for FREE.



@dhruvbajaj184 has worked tirelessly on it so please LIKE and REPOST it for wider reach.🙏

Save it for later. 📌

More details in this thread (🧵)👇youtube.com/playlist?list=… Before we begin, know more about us here:

https://x.com/SmartSyncServ/status/1794613888211669307

"The Future of Airline Retailing is Here" received many requests for a deep dive into "Accelya Solutions India".

@Shivam27_ took out his pen ✍️ once again.🙂

Accelya: Navigating the Digital Transformation of Airline Fintech✈️👩‍💻

A Thread! 🧵
smartsyncservices.com/2024/10/04/acc… Before we begin, you can learn more about us and book a FREE call to get to know us better.

Details👇

https://x.com/SmartSyncServ/status/1794613888211669307

Bharat Connect Conference

Rising Stars 2024

Organized by Arihant Capital

A running thread on all the businesses we will track in the next 3 days.

REPOST to make it reach maximum investors.

BOOKMARK to refer to it later. 1. Vaibhav Global Ltd [VGL]

The focus was on the German acquisition, explaining the business model, client acquisition strategy, why older people are the target audience, and how they are different from their competitors.

Detailed notes👇

SSS #Q4FY24 Results & Conference Call Notes

Sula Vineyards

06 May 2024

Market Cap: Rs. 4286 Cr | CMP: Rs. 508 | P/E: 45

A short thread (🧵) About the Business

Incorporated in 2003, Sula Vineyards Limited is India's largest wine producer and seller as of March 31, 2022. The company also distributes wines under a bouquet of popular brands including "RASA," "Dindori", "The source," "Satori", "Madera" & "Dia" with its flagship brand "Sula" being the "category creator" of wine in India.

Business segments
i) The production of wine, the import of wines and spirits, and the distribution of wines and spirits (the "Wine Business");
ii) The sale of services from ownership and operation of wine tourism venues, including vineyard resorts and tasting rooms (the "Wine Tourism Business")

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/