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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
$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.
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
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
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 %