Mouzam Profile picture
Licensed US CPA, CIA |Ardent market learner | Study businesses | Tweets/RTs ≠ Recommendation
AKSHAY CHANGEDIA Profile picture 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
Sep 21, 2021 16 tweets 6 min read
#Heranba Anti-Thesis (Regulatory Risk)

1/ Started reading about the co. since it has one of the best ROCE in the AgroChem Industry with decent margins and reasonably valued.

Although growth levers are in place one long term risk stood out for me. Here's a 🧵on it

#Agrochemical 2/ About the co. - Great export biz - almost 50% Revenue from sales in 60+ countries (Exports). No client concentration risk with top 10 making 23% sales only.
Aug 31, 2021 6 tweets 3 min read
#JUBLINGREA #FY21AR Compiled together some interesting insights from various pages.

Its an extremely informative AR with broad industry & segment wise overview. MUST READ

Lot of moving parts but looks very optimistic & strong growth outlook.

bseindia.com/xml-data/corpf… ImageImage
May 7, 2021 7 tweets 3 min read
#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. #Q4FY21Concall 2/ 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. Image 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.