Accidental Investor. I like to speculate and trade. I like to read. Not Sebi Registered. I like to share my thesis and connect with similar minds. No reco.
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Apr 6, 2024 • 10 tweets • 2 min read
A small note on RS software.
I have worked as a product manager before getting full time into stock market.
I found RS soft an interesting product company and made some notes.
About Company:
Company has been into payments for 30+ years and has worked with companies like Visa and
Delivered ‘ UPI rails ‘ platform to NPCI and helped scale it.
Whats not great?
Although company has done some impressive work,
Company has not made any wealth for its long term shareholders and has been a gross under-performer.
Feb 14, 2024 • 11 tweets • 3 min read
The curious case of Polymatech ( Upcoming IPO ) 1. Company plans to do an IPO and raise a few thousand crores at a valuation of a billion dollars 2. But the company has less than 20 employees and guess what the employees cost of this billion dollar company is?
3. Employee cost is only 1.5 cr. 4. The electricity expense for the company is only 52 lacs. 5. Also they did a pre-ipo a few months back at Rs 350. Now the price in unlisted markets is around 900 when I last checked a few days back.
Jul 19, 2023 • 13 tweets • 3 min read
A long Thread on new addition to portfolio.
Stock Name : E2E Networks
Sector - AI/ML Cloud
Potential 10x candidate
Current Valuation is 300 cr approx.
Fy 23 Revenue is 65 Cr.
OPM is 50 percent
Operating Profit 33 Cr
FY 23 PAT is approx 10 cr.
BUT
FY 23 Cash profits are 30+ cr.
At the start of a long term bull market to find a company at 10 PE
which will grow at 40-50% CAGR for next few years in a microcap space is crazyy!
I could not believe how I missed even reading about the company before yesterday.
May 3, 2023 • 11 tweets • 3 min read
Notes:
Stock Name : Danlaw Technologies India
Visit : Banglore CAEV Expo
Talked to : 2 Key Managerial Person and other competitors in automotive telematics industry
Business : 1. Manufacturing and sale of DataLoggers and GPS tracking devices . Also into TCU .
New product can ..
Flash the all other existing hardware for software updates.
Also provides software support and charges monthly data fee to some customers.
Plant and Machinery :
4 years back : 2 machine line
Currently : 7 machine line
Operating capacity : 70%
Operating margins to go up.
Apr 7, 2023 • 7 tweets • 2 min read
Poker Analogy In Stock Markets (Microcap Investing)
If you ask the question what is the secret to making big money in poker, some things come to mind :
Poker as a game gives you a chance to play your bets in all the games, at your convenience, the goal is to play cards on merit.
When You play a weak hand, it’s all about letting it go, do not bet in the stock market on weak companies. Just fold.
When you get a strong hand at 1st, but not all cards have opened yet, play but play small, and make sure you keep your best bet for the best hand
