Mohit 🇮🇳 Profile picture
Energy Transition | E-Mobility | Tech | Curious about growth investing 🇮🇳 🇺🇸 🇬🇧 | Photography | Travel | Playing the long game!
Rahul saunik Profile picture 1 added to My Authors
Feb 6 • 25 tweets • 17 min read
With turbulent start to the year by NASDAQ 100, it is a good time to dive deeper into US tech MOATED HYPERGROWTH businesses for consideration, with that intent a thread on Upstart $UPST .......

Real inefficiencies create real opportunity for disruption, which is what $UPST is Image $UPST intro video

Founded in 2012 by: David Girouard (x-Google and Apple), Anna Couselman (Google), and Paul Gu (Thiel Fellow).

$UPST raised $144m over 6 rounds, Apr'20 round valuation $750m

VC investors incl First Round Capital, Khosla Ventures etc. Image
Jan 19 • 28 tweets • 14 min read
Good time to do a thread on Gogoro ......

Business model starts to play out and impacts the broader ecosystem and increase penetration of EVs Gogoro is a Taiwan based company that has proven and commercialised the Battery Swap technology to be produced at scale.

The key words are 'commercial' and 'scale'
Dec 30, 2021 • 15 tweets • 11 min read
A thread on Taiwan Semiconductor Manufacturing Company (TSMC) and basics of semiconductors

#TSMC #semiconductors #semiconductorshortage #Taiwan

Given the importance and buzz around semis, a timely thread on TSMC --> One of the most important companies in the world! Image 1/ Semis basics

Semiconductor is a tiny electronic device composed of
billions of components that store, move, and process data.

Chips are fundamental to emerging technological applications such as AI, Cloud, Metaverse, 5G, IoT, large-scale data processing and supercomputing Image
Dec 29, 2021 • 19 tweets • 12 min read
MapMyIndia (MMI - C.E. Info Systems Ltd)

Let’s deep dive and understand what makes MMI special. A thread .........

#mapmyindia #Mapmyindiaipo #mmi

DRHP -… 1/ Key Metrics

Current Price: ₹1,675
52WH / 52WL: ₹1,777 / 1,282
P/E: 185
Book Value: ₹64.7
ROCE: ~20%
ROE: ~15%
Market Cap: ₹8,922cr
Enterprise Value: ₹ 8,879 Cr.
Debt to equity: 0.06
Sales growth 3Yrs: 0.68 %

The company raised 1039cr through IPO, entire issue was OFS
Nov 28, 2021 • 6 tweets • 2 min read
I write a thread every now and then

Here are all of them, chronologically Pharmeasy IPO (API Holdings IPO) - currently (Nov 2021) unlisted in India

Nov 26, 2021 • 22 tweets • 12 min read
Pharmeasy IPO (API Holdings IPO)

#pharmeasy #apiholdings #pharmeasyipo

A thread on the key takeaways from DHRP .....

IPO expected in Feb 2021… Image The parent company of PharmEasy, API Holdings, has filed for its DRHP with SEBI on 08th Nov for a fresh issue of ₹6,250cr ($830m) value equity shares and there is no offer for sale (OFS) by the promoters.

They are also looking for a pre-IPO placement of ₹1,250 cr in this issue
Nov 26, 2021 • 27 tweets • 14 min read
Indian Energy Exchange (, a marketplace that provides nationwide automated & transparent trading platform for the physical delivery of electricity, renewables and certificates.

Publicly listed company with NSE: IEX and BSE: 540750 since Oct'17 @iexindia Image Commenced operations in 2008; CERC regulated
Current Price : ₹776 (~400% above the IPO price)
52 WH – 52 WL : ₹ 956 / ₹199
Market Cap : ₹ 23,261 Cr.
Enterprise Value : ₹ 23,105 Cr.
P/E : 88
Div Yield : 0.17 %
ROCE : 59.7 %
Debt to equity : 0.02
Sales growth 3Yrs : 11.2 % Image