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 vimeo.com/492637158

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 - investmentbank.kotak.com/downloads/ce-i… 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

investmentbank.kotak.com/downloads/api-… 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 (iexindia.com), 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