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.

How to analyze a sector?

One question that routinely comes up when I run a Q&A is how to analyze a sector!? So I decided to write a thread explaining it in detail!

Tumhara bhai do logoki team ke saath bootstrapped dhandha chala raha hai - to thread se value add ho to please RT! Where do look? (Resources) -

As a small retail investor, your primary constraint is access to quality resources and data. Luckily for us, there are multiple publically available high quality resources you can tap into.

The dividends my PF stocks pay now cover ~4.5 months of rent!🏡

Dividend growth investing can help you with income, downside protection & growth - yet it is relatively underappreciated.

So I decided to write a thread explaining the entire process - from screening to selection! First things first - is dividend growth investing right for you.

I had a very simple reason for choosing it - My career is fairly cyclical & volatile (financial services startup) so I wanted to build a steady inflation-protected secondary income source.

CAMS has really gone all out with its Q2 IP! Having more data & insights at your disposal is always fun. Highlighting key points + context.

Disc: Invested, not a reco. Highlighting the duopoly skew vs Kfin.

We literally went through the annual reports of more than 150 companies over the last 3 years!🇮🇳

Here are 15 top insights on Business in Bharat from all of that analysis.

I'm a bootstrapped small business owner trying to grow on Twitter. Please RT if this thread added value. ♻️ 1. Get efficient, Pass benefits to Customer, Repeat

The best businesses optimize ruthlessly on shop floor efficiency, inventory and receivables, and product sourcing. Pass benefits to customer. Grow scale. Leverage scale to get better terms.

Diagnosing Diagnostics!🧪

The market has been dealing with extremely divergent views on Diagnostics -
🐻 Emerging formal competition that can chip away at margins and returns
🐂 Strong market leaders in a fragmented and growing end market

Please RT if this adds value!♻️ Let's explore the nuances of the business a bit before we try to reconcile the differences between these two divergent views.

Introducing the Firm Analysis Weekender!🕘

End to end analysis:
Financial Benchmarking
Accounting Schedules & Three Statement Modelling
Formatting & Presentation
Qualitative Analysis Framework
Translating Qualitative to Model Assumptions
Valuation Methods
Final Analysis Creation Dates: 15th & 16th October

Time: 8AM to 8PM on both days, with 1 hour lunch break in between. 12 Hours per day!
Live Sessions, No recordings.
Only 20 students per bootcamp.
Individual feedback on all submissions.

Twitter was abuzz with news around the size of the Indian matrimonial market!

At the very beginning of that journey is matchmaking! So today let's explore the matchmaking space in India and what sets it apart!

Please RT if this adds value & help me grow my small biz! 🙏 The Indian matchmaking market is massive with 1cr+ weddings happening in the country every year, and 6cr+ active seekers in the market every year!

An overwhelming 80%+ of these marriages are also arranged - requiring the need of either a physical or digital matchmaker!

The A to Z of Governance!💯

The Master Playbook that will enable small investors to review governance.

We are a small bootstrapped team that works extremely hard to create high quality content for you. Please RT if it adds value and help us grow! ♻️ We have all heard that we must check the businesses we invest in for governance and quality, yet most retail investors don't have the tools at their disposal to do this effectively!

The economics of beverage bottlers!

I'm a small business growing reaching new customers primarily through social. Please RT if the content adds value and help me reach more customers! ♻️ We've all enjoyed a chilled bottle of Pepsi this burning summer! But the company that manufactured and brought that bottle to your store is not PepsiCo, but a humble Indian co.