Licensed US CPA, CIA |Ardent market learner | Study businesses | Tweets/RTs ≠ Recommendation
1 added to My Authors
Jan 2 • 63 tweets • 11 min read
1/ Its been a while since I last posted🧵
But when your mentor asks you to read a business you oblige. Thanks @ishmohit1, please add your insights if you find any gaps.
#Taskus 🇺🇸 $TASK
"Outsourcing reimagined for the innovation age"
🔥60% Revenue CAGR over past 4 years 2/ Background: Founded in 2008 during recession by 2 high school best friends, Jasper Weir & Bryce Maddock
#Mastek Phenomenal runway for growth in N. America which is the real focus of mgt. Focusing on Healthcare & Lifesciences and Manufacturing & Retail Verticals. Capturing bigger customer. #Q4FY21Concall2/ 2nd area of focus is competing with SAP and gaining more market share. Already closed 5 marquee customers who were using SAP as their legacy application. Will give opp. to significantly move in the UK & Europe region (stronghold of SAP).
Mar 8, 2021 • 16 tweets • 4 min read
#MoldTek Packaging - Rolling Thread (Disc: Not Invested)
1/ Putting together my study on an interesting proxy play to consumer products.
They are pioneers in the field of In-Mold label (IML) decoration in India. A market leader in Indian plastic packaging industry. 2/ However, the sustainability of these moats needs closer look. Mold-Tek has a state of the art “IN HOUSE TOOL ROOM” with sophisticated Swiss and German machinery to design & produce complex molds and distinction of developing IML decorated packaging for the first time in India.