Investor, Learner, Reader.
Founder of #Equity #Advisory https://t.co/osyRLrhH5b &
https://t.co/DgyeBHCo3a
Moderator of ValuePickr Forum
Free Newsletter: https://t.co/y56QdaRVz7
Jan 26, 2023 • 13 tweets • 3 min read
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Every once in a while I get asked about what books should one read as an investor. Though every year there are literally thousands of new books published, there are some which have stood the test of time.
In this thread, I am putting those which I have read atleast twice.
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Building the Base
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Rich Dad, Poor Dad – Robert Kiyosaki
One Up On Wall Street – Peter Lynch
The Most Important Thing Illuminated – Howard Marks
Margin of Safety – Seth Klarman (only pdf available; google for pdf; book out of print)
Nov 29, 2022 • 13 tweets • 5 min read
December is the time of the year when people start getting into the festive mood and also start planning for the year ahead.
Here is a pick of 12 incredible books that you can read - one per month.
4th Largest Rail network in the world – Total route length of 68,103 km and 7337 stations
77% Electrification of Total Network complete. Electrification is complete of 82% of the total Broad Gauge network.
Nov 1, 2022 • 8 tweets • 2 min read
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A short thread on the online food ordering and delivery service. Data collated from multiple sources, including annual reports & industry reports.
Online spending is expected to rise rapidly at 25% CAGR to $130+ Billion in 2025
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Funding in the food tech space has grown by 35x in the last five years.
Alternatives to explore multiple cuisines is the most important trigger for continued usage, followed by discount.
Oct 22, 2022 • 9 tweets • 2 min read
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A short thread on FinTech opportunity landscape in India:
In India, consumption is expected to grow from $1.8–$1.9 trillion in FY21 to about $3 trillion by FY26.
India is expected to add 4 million affluent and 33 million mass affluent households during this period.
2/ Apart from households, MSMEs are expected to contribute $1.3trillion in gross value added by FY26.
Credit penetration in most living expenditure categories is less than 5% for households.
Oct 6, 2022 • 22 tweets • 6 min read
A thread on the Draft National Electricity Plan, 2022.
Here we do a deep dive into some of the critical portions from the standpoint of infrastructural development and opportunities that may open up in this space.
The plan envisages achieving a capacity addition of nearly 50% of the already existing installed base.
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Sep 27, 2022 • 4 tweets • 1 min read
Basic Summary of Indian Agrochem & Chemical Sector:
India is the fourth-largest producer of agrochemicals after the United States, Japan and China. India accounts for ~16% of the world's production of dyestuffs and dye intermediates.
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Indian colourants industry has emerged as a key player with a global market share of ~15%.
The Indian chemicals industry stood at US$ 178 billion in 2019 and is expected to reach US$ 304 billion by 2025 registering a CAGR of 9.3%.
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