A stock market investor with lots of fantasy in mind \/
Dec 20, 2022 • 22 tweets • 20 min read
Business Analysis of Jupiter Wagans Ltd.
A Proxy for Rail Logistics?
Can it be accommodated in the electric CV market?
lets deep dive
1)#jupitarwagons#JWL#Railway#logistics
2)About JWL
- founded in 2006 by Lohia Family
-largest manufacterer of railway wagons
-over the years it has expanded into cast manganese steel crossings ,CV bodies,containers and other components
- backward ingrated with inhouse manu capacity for brakes & other ancillary parts
Oct 26, 2022 • 13 tweets • 9 min read
Business Analysis of Yash Pakka
Waste isn't waste until we waste it
lets deep dive 1) #yashpakka
D- not invested
2)What made me look into this company is basically the promotor background?
Pradeep Vasant Dhobale
He is a prominent person in the paper industry,While working at ITC he moved from trainee to board level.
He was the person behind ITC's paper division &expanded it to new heights
Oct 24, 2022 • 11 tweets • 6 min read
1)
A Thread on Investing in Holding company
Should one consider investing in a holding company?
A Holdco is a type of company which holds a controlling interest in other companies called subsidary companies, which may or may not carry out business operations.
Valuation of holdco is done using sum-of-parts of the investments that the holdco holds
May 29, 2022 • 17 tweets • 8 min read
Globus spirits - Business Analysis
A great play on ethanol theme?
Sometimes I drink water to surprise liver, But can Globus spirits surprise with its performance?
- Contract Manufacturing
- Ethanol blending
- Premiumization of spirits
May 22, 2022 • 19 tweets • 9 min read
Adani Wilmar - BUSINESS ANALYSIS
Transformation towards FMCG company from kitchen commodities
Can fortune brand turn the fortune for Adani Wilmar?
Let's deep dive
A thread 🧵 1) #adaniwilmar#adani#AdaniGroup2) Story/theme
- unorganised to organised
- unbranded to branded
- increase in disposable income
- loose to packed products
