Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Arun Kumar Mittal Profile picture
Arun Kumar Mittal
@arunkumar_cms
Assistant Professor of Physics at University of Delhi, India. Teacher, Father, Husband, Son, Investor, Village Boy, Optimist Equity investing is liberating.
Dec 6, 2022 • 13 tweets • 6 min read
A thread and summary of my study on #Yasho industries.
Let's write it in Q/A format so that it is more clear.

Q1 : What is the business about ?

Ans : Yasho is a fine & spec chem company with 3 plants in Vapi Gujarat. 580 employees, 140 types of chemicals and 2000+ clients Q2 : What are the categories it operates into ?

Ans :
1. Consumer chemicals : Aroma (clove oil) and Food Antioxidants (for edible oils). 20% revenue with single digit margin. Stagnated growth and no pricing power. Not in focus from 2016.
Highly competitive market. Image
Nov 16, 2022 • 11 tweets • 4 min read
Varun beverages has been a wealth creator from the time of its listing and is one of the high growth #FMCG companies. I have been following this business and as @ishmohit1 from @soicfinance says, start from the easier business and build on the knowledge.. This is my first
(1/n) business study and I enjoyed the process. Now, I know what to track in this business and what are the expectations and definitely have more conviction on this. Here is what I learned from its latest concall and few other sources. Please bear with me as I am new to this
(2/n)
Nov 15, 2022 • 4 tweets • 3 min read
It's a pity seeing my fellow Physicists, scared of equity markets and thinking it like casino. It is casino with one difference, one can create a favorable environment where the probability of your winning is much higher. It's probabilistic with some defined knowns and ofcourse some unknowns.
I learnt about investing and in general about finance in last 1 year. After spending some time in this world, i realised I entered late but it's ok..better late than never. I am 34 and hopefully have more than 20 years of runway in front of me.
Nov 15, 2022 • 4 tweets • 4 min read
I see a lot of people recommending Gold investing to hedge against the Equity markets. Gold again is glavour as crypto crashed. My view for #NRIs :
What is better for NRIs? #GoldETFs or just simple tax exempted #FDs in NRE bank accounts..@YESBANK proposing up to 7.5% FD interests Being a NRI, if you really want to keep your money safe and if your earning potential is good and clear for next 10-20 years, then having a good amount in high yielding fixed deposits is not a bad idea. Of course, one should also have clear investment strategy and goals but for