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The Captain Profile picture
The Captain
@TheCaptain182
Ship Captain. Investor. Speculator. Voracious reader (~100 books a year). I like to compound wealth, knowledge and wisdom, one day at a time.
Mar 14, 2021 • 13 tweets • 3 min read
I was studying the performance of #Jubilantfoods over the last 10 years & came across some interesting facts which assert that investing is easy, but yet so difficult.

1. It is more than a 35 bagger since its IPO in 2010. All of us loved Domino's pizzas & it was clear that the product is awesome & their market is huge, yet how many of us bought it? More importantly - for those who bought, how many held through multiple drawdowns to generate a 35X?

2. It was almost a whopping 9 bagger in the first 2.5 years: from 80 in Feb'10 to 700 in Oct'12!
Mar 12, 2021 • 12 tweets • 3 min read
#burgerkingIndia - A company worth keeping an eye on over the next few years.

It is part of the high growth QSR industry which has secular tailwinds.

Sharing some notes:

⬇️⬇️⬇️ First the industry -

QSR (Quick Service Restaurants) space is expected to grow at around 20% and is expected to be 75-80,000 cr in 2025. In FY'20, it was at 35,000 cr.

Young demographics & a growing middle class is a big tailwind for the industry.
Feb 1, 2021 • 15 tweets • 5 min read
Studied #routemobile over the weekend and sharing some notes...

I hope it is helpful. Pls correct and/or add if I missed out on something crucial.

Thank you. 🙏

⬇️⬇️⬇️ 1. Founded in 2004 & founders still at the helm which is always a great sign. Started with an initial investment of just 1 lakh rupees and the founders raised no more money until the IPO.
Jan 29, 2021 • 18 tweets • 4 min read
What an amazing presentation! Loved how @ravidharamshi77 brilliantly started off with global macros & capital markets, and then gradually migrated to Indian equities, summing up his thesis for a bull market case!

@MadhusudanKela @VQIndia @sameervq

My key learnings: ⬇️⬇️⬇️ First, the BEAR case:

1. Bitcoin has surpassed all the bubbles of the last 45 years in extent that includes Gold, Nikkei, dotcom bubble.
Jan 28, 2021 • 16 tweets • 2 min read
My key learnings from the great book "The Psychology of Money" by @morganhousel

A THREAD ... 1. People who have control of their time tend to be the happiest in life.
Jan 27, 2021 • 16 tweets • 4 min read
My key learnings from the great book "The Psychology of Money" by @morganhousel

@contrarianEPS @pankajbaid17 @nid_rockz @rohitchauhan @ipo_mantra @utsav1711 @insharebazaar @hiddengemsindia - Please retweet to reach a wider audience. Thank you.

A THREAD ... 1. People who have control of their time tend to be the happiest in life.
Jan 27, 2021 • 16 tweets • 4 min read
My key learnings from the great book "The Psychology of Money" by @morganhousel

@Iamsamirarora @safiranand @dmuthuk @unseenvalue @Vivek_Investor @varinder_bansal @FI_InvestIndia @Nigel__DSouza - Please retweet to reach a wider audience. Thank you.🙏

A thread ... 1. People who have control of their time tend to be the happiest in life.