Reading the Patil automation RHP - (mini primer to detecting risks). 🚘🦾

Please RT if this thread adds value.♻️

disc: strictly informational post, not a recommendation. Risk: Highly dependent on performance of the Indian auto industry (88%+ of topline). High client concentration ( top 10clients drive 77% of revenue)

A consumable in India's growing steel industry! Understanding ramming mass & an analysis of the Monolithisch IPO!

Please RT if this thread adds value, it will help my research business grow! ♻️

Disc: Educational thread, strictly not a reco. Read more about the research offering here (ideal for folks with 25L+ in Indian equities):

gsninvest.com

Bharat Connect Conference Mega-Thread

I will be meeting 21 businesses over the next three days at the Arihant Bharat Connect conference. Sharing notes from the session for my Twitter audience.

Please do RT if the thread adds value, will help me grow my small business. ♻️ (1/21) Modi Naturals

disc: notes for information only, no recommendation

Had an opportunity to meet the MedPlus team - sharing notes from the meet here.

disc: no holdings, strictly not a reco

please RT if this adds value ♻️ About the biz:
2nd largest pharma retailer in India (after Apollo)
4612 stores
46K+ SKUs, 24K+ employees

Crisil came out with their India Outlook 2026 today. 🇮🇳

Here's a short summary for folks who might have missed it. Growth: FY26 guidance of 6.5%
+ private consumption boosted by govt support
+ private capex still a lagged: high ability, low intent
+ govt capex plateauing after post pandemic rise
+ trade will remain challenging
+ trade to face headwinds, services trade supports

I had the opportunity to meet the management teams of 5 businesses this Friday at the Phillip Capital event.
Sharing notes from the session here for reference.

Disc: no holding, no reco.

Please RT if the thread adds value. Started the day with Sterling tools, a business in the traditional fastener business, now venturing into MCU (motor control units) for EVs.

Weekend (long) thread: Indiamart Intermesh - why is it struggling, and is there light at the end of the tunnel? 🛒

Please RT if this thread adds value, helps my small business grow! ♻️ disc: this is a purely educational thread and NOT intended as a recommendation. please do you own diligence

announcement: you can now subscribe to my research via a convenient quarterly subscription: gsninvest.com

Public journal <2025 edition> 📜

I will be sharing rough notes from businesses, sectors, and books I study in this thread.

Warning 1: I look at 200+ businesses a year, so obviously all of the businesses covered in these notes are NOT recommendations. The intent is just to cover business economics and sectors. Please do your own diligence.

(Related note aka self promotion: If you are looking for recommendations you can become a client by joining here: bit.ly/joingsnra)

Warning 2: Handwriting will be messy, please chala lo. Day 1: BEW Engineering, Process Equipment Design, Batch v Continuous process

disc: strictly no reco.

Health Insurance - Sectoral Masterclass!⚕️

This is a fairly long thread (30+ minute read) but you won't need to read any other content on this sector after this thread!

Please RT if this adds value - will help my small business grow!♻️ Before we begin, a brief introduction to my RA business. I'm a SEBI Registered RA and share focussed mid to long-term recommendations on quality Indian stocks.

If you have 20L+ in equity investments and are looking for professional guidance for deployment, do sign up!
Join: bit.ly/joingsnra

Understanding MDF - real estate proxy on steroids? 🪵

Please RT if this thread adds value - it'll help quality content reach more people and help me grow my business! 🙏

Disc: Educational thread, No holding, No reco. 🇮🇳💹Before we begin - I'm a SEBI Registered RA and share detailed medium and long term research with my clients. If you would be interested in learning more about the service, you can schedule a free call here📞

https://twitter.com/bharatbetpf/status/1644722530362556418

🎂Pre 31st birthday Charity Bootcamp!🎂

Process & Pitfalls of Dividend Growth Investing💰

10th June, Sat 5PM -6PM
Skype, Live Interactive Webinar On 11th June, I'll turn 31

By God's grace & the good karma of my parents I've received a lot more than I need in these years & as I grow older I'd like to do my bit in giving back to the less fortunate in the country🇮🇳

With that in mind, I decided to conduct a charity bootcamp!

🔬10 underappreciated screener features (including three newly launched features) that will materially improve your research process! 💯

Please RT if this thread adds value! ♻️ Before we begin!
☀️I'm onboarding Research Services Customers (SEBI Registered RA)
🇮🇳17-23 long & medium term recommendations
🔬Detailed research reports on all ideas
🎓Analyst: IIM C, CFA L3, Ex JPM, Ex GS

Fee: ₹30K/year
📞Schedule a call: bit.ly/3JzFjGT

A consumer stock in my portfolio is up ~100%! More importantly it was the #1 holding in my portfolio before the run began!🚬

We read a lot of posts on finding multibaggers- very few on how to make them count!

Here's a thread on position sizing- the underappreciated secret sauce Before we begin-
☀️I'm onboarding Research Services Customers (SEBI Registered RA)☀️
🇮🇳17-23 long & medium term recommendations
🔬Detailed research reports on all ideas
🎓Analyst: IIM C, CFA L3, Ex JPM, Ex GS

Fee: ₹30K/year
📞Schedule a free call: forms.gle/HRJRvNAVLspgaH…

✈️You walk into an airport lounge, pay ₹2, and enjoy the comfort of the lounge along with unlimited free food!

But how is this massive operation run of just ₹2, and is there any company that stands to benefit from the move!

Let's explore! Please RT to help bhai grow! ♻️ 💰Before we begin - You can now read & access 200+ in-depth analysis of businesses under GSN Invest Edge

You also get bonus access to our community, forensic analysis primer and much more!

Annual (25%off): easebuzz.in/link/CQCX7
Quarterly: easebuzz.in/link/N7SUR

Nestle CY22 Annual Report Summary #AIAssisted 🍽️ Domestic sales contribution & growth
Prepared Dishes 32.2% 15.6%
Milk Products 40.4% 9.5%
Confectionery 16.0% 25.0%
Beverages 11.4% 19.2%

Massive thread - on the one thing we like about the 200 firms we have analyzed under Edge!⚡️

This is also a final push from my end to push FY23 sales for my bootstrapped business. So if the content I've shared over the last year added value, please join!🙏

Or RT for support!♻️ Edge now in 4 variants to suit every pocket.

200 cos, forensic analysis primer & checklist, FY22 updates! Come join the tribe! 💹
Lifetime(21K) bit.ly/3Tj5OVz
Annual(10K) bit.ly/3vutlZ0
Quarter(5k) bit.ly/3Fn6X8I
Month(2K) bit.ly/3Llqeez

10 important ratios used to understand leverage:

Debt-to-Equity
Debt-to-Assets
Debt-to-Capital
Interest Coverage
Fixed Charge Coverage
Debt Service Coverage
Total Debt-to-EBITDA
Operating Leverage
Financial Leverage
Degree of Operating Leverage

Please RT for reach!♻️ Debt-to-Equity Ratio: This ratio measures a company's debt in relation to its equity. It's calculated by dividing total debt by total equity. A higher ratio suggests that the company is more heavily reliant on debt financing.

The Economic Survey 22-23 is more than 400 pages long! Here's a quick summary in 25 tweets. GDP forecast for FY24 in the 6.0-6.8% range.

The survey projects a baseline GDP growth of 6.5 percent in real terms in FY24. The projection is broadly comparable to the estimates provided by multilateral agencies such as the World Bank, the IMF, and the ADB and by RBI.

Can you read the annual reports of 200 companies in one weekend? 💯💯

Probably not - but you can read the top 4 pages from them! So we made a thread with just that!

Please RT to help me grow & join our offering for a deep-dive into these 200 businesses: easebuzz.in/link/CQCX7 (1/200) DMart

Key Operating Metrics
Business Mix
Origin Story
Key Subsidiaries

For the new folks who have just started following me, here are a few top threads I've written that could be helpful in your investing journey!

Please do Like & RT so that these threads reach more people! ♻️ Before we begin -

GSN Invest Edge is a product that our team has developed over the last 2+ years

Indepth Analysis of 200 companies
+ Forensic Analysis Checklist & Primer
+ WhatApp Community

Come join the tribe and learn with us:
easebuzz.in/link/gsn-inves…

Understanding Moats in the Indian context! 🐊

We've gone through 150+ annual reports to identify factors that give India's best businesses their competitive edge. A thread explaining some top ones!

We rely on organic reach for our growth, so please RT if this adds value! India is a very diverse country, with a distinct customer profile and buying preference. Businesses in the country have therefore had to adapt to cater to these preference, while still maintaining and strengthening their competitive edge.