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Prashant Profile picture
Prashant
@prashant_mrch16
CFA. Equity Investing. Tweets are random, mostly!
Jul 3, 2020 • 18 tweets • 7 min read
@DocBeeKay Agree that they act as an investment firm (somewhat) but disagree on other aspects for many reasons stated in the thread below. (1/n) @DocBeeKay 1) PEs typically look for businesses in their down cycle, pick them at attractive valuations, work on turning them around and wait for the market / economic cycle to turn and then exit. PIramal's most deals where reverse of this (2/n)
Jun 20, 2020 • 22 tweets • 6 min read
@ITCCorpCom – FMCG to hotel conglomerate, has shown this amazing feat of entering into markets / categories with strong brand having a monopoly / oligopoly & end up penetrating well into this – more in the thread below (1/22) @dmuthuk #ITC Atta: HUL’s Annapurna was the 1st entrant into branded Atta space way back in 1998, which otherwise was a large unorganized space. General Mills followed by launching Pillsbury, both together owned nearly 100% of the organized market which was growing (2/22)