𝐈𝐧𝐭𝐞𝐫𝐠𝐥𝐨𝐛𝐞 𝐀𝐯𝐢𝐚𝐭𝐢𝐨𝐧 - 𝐄𝐯𝐞𝐧 𝐭𝐡𝐞 𝐬𝐤𝐲 𝐢𝐬𝐧’𝐭 𝐭𝐡𝐞 𝐋𝐢𝐦𝐢𝐭

𝘿𝙤𝙢𝙞𝙣𝙖𝙩𝙞𝙣𝙜 𝙩𝙝𝙚 𝙎𝙠𝙞𝙚𝙨 𝙒𝙝𝙞𝙡𝙚 𝘾𝙝𝙖𝙨𝙞𝙣𝙜 𝙋𝙧𝙤𝙛𝙞𝙩𝙨 𝙤𝙣 𝙩𝙝𝙚 𝙂𝙧𝙤𝙪𝙣𝙙
#Indigo #Indigo_airlines
@doshijaydeep02 @Rushabh_Analyst “𝘾𝙧𝙚𝙖𝙩𝙞𝙣𝙜 𝙫𝙖𝙡𝙪𝙚 𝙞𝙨 𝙣𝙤𝙩 𝙚𝙣𝙤𝙪𝙜𝙝—𝙮𝙤𝙪 𝙖𝙡𝙨𝙤 𝙣𝙚𝙚𝙙 𝙩𝙤 𝙘𝙖𝙥𝙩𝙪𝙧𝙚 𝙨𝙤𝙢𝙚 𝙤𝙛 𝙩𝙝𝙚 𝙫𝙖𝙡𝙪𝙚 𝙮𝙤𝙪 𝙘𝙧𝙚𝙖𝙩𝙚.”

This quote is from a renowned book Zero to One by billionaire entrepreneur Peter Thiel. He illustrates this idea with an eg⤵️

A thread on 𝗮 𝗿𝗮𝗿𝗲 𝘀𝗺𝗮𝗹𝗹𝗰𝗮𝗽 𝗲𝘅𝗰𝗲𝗹𝗹𝗶𝗻𝗴 𝗶𝗻 𝗰𝗮𝗽𝗶𝘁𝗮𝗹 𝗮𝗹𝗹𝗼𝗰𝗮𝘁𝗶𝗼𝗻 -

What if I offered you an incredible deal? Would you be interested?

Here’s the proposition:👇 If you lend me ₹100, I’ll pay ₹211 in interest over three years, offering a 46% annual return, with your principal safe. Plus, it could appreciate in value. Sounds too good to be true, right? You might think it’s a Ponzi scheme like Bernie Madoff’s.

A detailed thread on Oracle Financial Services Software Ltd (OFSS).

𝐎𝐧𝐞 𝐨𝐟𝐟 𝐨𝐫 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐚𝐥 𝐆𝐫𝐨𝐰𝐭𝐡?

@Rushabh_Analyst @doshijaydeep02 About the Company -

Oracle Financial Services Software Ltd (OFSS), a subsidiary of Oracle Corp offers IT services to the financial sector, including banking software, cloud-based solutions, payment solutions, revenue management, cloud infrastructure, & financial analytics apps.

Trent Limited - Hiding in plain sight.

𝙋𝙚𝙧𝙨𝙞𝙨𝙩𝙚𝙣𝙩 𝙃𝙞𝙜𝙝 𝙋𝙀, 𝙮𝙚𝙩 𝙨𝙪𝙨𝙩𝙖𝙞𝙣𝙚𝙙 𝙒𝙚𝙖𝙡𝙩𝙝 𝘾𝙧𝙚𝙖𝙩𝙞𝙤𝙣 - 𝙍𝙖𝙧𝙚 𝘾𝙤𝙢𝙗𝙞𝙣𝙖𝙩𝙞𝙤𝙣

@Rushabh_Analyst @doshijaydeep02 @Journey2Wealth_ Trent has been a great value creator over the last 2 decades in the most brutal industry where survival probability is low & sustainable wealth creation is even lower.
𝗟𝗲𝘁’𝘀 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘁𝗵𝗲 𝐇𝗶𝘀𝘁𝗼𝗿𝘆 𝗳𝗶𝗿𝘀𝘁

A thread on India’s only & largest EV transmission & 4WD transfer case manufacturer -

Divgi TorqTransfer Systems Ltd (DTTS)

Cmp - 910 rs
Marketcap - 2783 cr
PE - 54.4

𝙅𝙐𝙎𝙏 𝘼 𝘽𝙀𝙂𝙄𝙉𝙄𝙉𝙂 🔌🚙🛠️

@Journey2Wealth_ @Rushabh_Analyst @doshijaydeep02 🔸About Company -
Established in 1964, Divgi TorqTransfer Systems (DTTS) is a marquee auto ancillary player in India having capability to develop and provide system level transfer case, torque coupler & DCT solutions to OEM's.
#divgi #divgi_torq #divgi_torq_transfer

Trent Limited - Hiding in plain sight.

𝙋𝙚𝙧𝙨𝙞𝙨𝙩𝙚𝙣𝙩 𝙃𝙞𝙜𝙝 𝙋𝙀, 𝙮𝙚𝙩 𝙨𝙪𝙨𝙩𝙖𝙞𝙣𝙚𝙙 𝙒𝙚𝙖𝙡𝙩𝙝 𝘾𝙧𝙚𝙖𝙩𝙞𝙤𝙣 - 𝙍𝙖𝙧𝙚 𝘾𝙤𝙢𝙗𝙞𝙣𝙖𝙩𝙞𝙤𝙣

@Rushabh_Analyst @doshijaydeep02 @Journey2Wealth_ Trent has been a great value creator over the last 2 decades in the most brutal industry where survival probability is low & sustainable wealth creation is even lower.

𝗟𝗲𝘁’𝘀 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘁𝗵𝗲 𝐇𝗶𝘀𝘁𝗼𝗿𝘆 𝗳𝗶𝗿𝘀𝘁.

A thread on 3rd largest writing instrument company in India

𝐋𝐈𝐍𝐂 𝐋𝐭𝐝🖊️
CMP - 710 Rs
MCAP - 1057 Cr
EPS -25.2
PE- 28x
ROCE - 31%

𝑹𝒆𝒔𝒉𝒂𝒑𝒊𝒏𝒈 𝒕𝒉𝒆 𝒈𝒓𝒐𝒘𝒕𝒉 𝒕𝒓𝒂𝒋𝒆𝒄𝒕𝒐𝒓𝒚

@doshijaydeep02 @Rushabh_Analyst @Journey2Wealth_
#linc 🎯About Company -
Incorporated in 1994 by Mr. S. M. Jalan, Linc is India’s leading manufacturer, marketer & exporter of writing instruments & stationery products.
Linc is among the top three players in organized domestic writing instrument markers with ~8% PAN India market share.

A thread on perfectly imperfect accounting practices at
Aditya Vision ltd ( AVL )
CMP - 1656
Market Cap - 1992 Cr

#redflags #aditya_vision #AVL #electronic_retail #StockMarket About Company -
Aditya Vision Ltd, incorporated in 1999, is engaged in trading of electronic items and is a service oriented electronic retail chain in Bihar, Jharkhand and Uttar Pradesh dealing in consumer durables of all kinds. It has 98 stores as on 31st December, 2022.

A thread on India's growing premium biscuit & bakery brand -
Mrs Bectors Food Specialities
Cmp - 552 Rs
Mcap - 3248 Cr
1 yr fwd PE - 28x

𝙒𝙚𝙡𝙡 𝙥𝙤𝙨𝙞𝙩𝙞𝙤𝙣𝙚𝙙 𝙩𝙤 𝙘𝙖𝙥𝙩𝙪𝙧𝙚 𝙜𝙧𝙤𝙬𝙩𝙝 𝙞𝙣 𝙁𝙈𝘾𝙂 𝙨𝙥𝙖𝙘𝙚

#bector_food 💠 About Company -

- Incorporated in 1978, Mrs. Bector Food Specialities Ltd (MBFSL) is one of the fastest-growing companies in the premium biscuits and bakery segment in India.

- It markets its products in 26 states in India and exports to over 64 countries.

#bector_foods