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Sahil Sharma Profile picture
Sahil Sharma
@sahil_vi
Fascinating that the most complex machine in this universe became self aware Nothing i share is a buy/sell reco. I'm not a sebi registered advisor.
Red Redux V Profile picture deepak manek Profile picture Apurva Profile picture P V Natarajan Profile picture Haresh Kataria Profile picture 45 subscribed
Apr 14 • 33 tweets • 4 min read
Manifesto main points 🧵

1. Every elderly above 70 years of age covered by ayushman Bharat (5 lakh health insurance) 2. 4 cr ayushman Bharat homes constructed. 3 cr more homes to be constructed
Jun 3, 2023 • 5 tweets • 2 min read
A meta 🧵 of all short videos i have made The one on CFO to EBITDA conversion (one has to look beyond CFO for high growth companies, look at quality of inventory, receivables, business execution cycle)
May 20, 2023 • 6 tweets • 2 min read
Saregama q4 was flat. I think i can understand now what the problem is

Stated guidance is to acquire 25-30% of all content released every year
In largest segment : Hindi : they acquired 5% of songs
In 2 other smaller segments : Telugu & Malayalam they acquired 20% ImageImage look at the music segment PBT (since it's dominated by streaming, carvan low margin)
Compare it to the YouTube views growth
Q3Fy22 to Q4fy23 :
Views: more than double
Music ebit : 64 cr to 58 cr ebit. No growth at all
What does that tell us about monetization per view ImageImage
Mar 4, 2023 • 6 tweets • 2 min read
Two kind of capital for growth

1. Working capital (inventory, receivables)
2. Capital expenditure (plant, machinery)

#1 is accounted for in operating cash flow
#2 is accounted for in cashflow from investing activities

Read each screenshot carefully, look beyond screener 🙏 When you do you will realise following:
1. 90% of receivables are not even due. They are essentially part of the payment terms
2. 100% of inventory is raw material & cwip (higher rm for growth & higher cwip due to longer execution timelines)
Jan 28, 2023 • 22 tweets • 5 min read
A lot of you call me andh bhakt
You are missing the forest for the trees. Focus on the intent, the actions, look at the broader picture. If you get lost in the details, you are basically playing into hands of forces which act to break, loot & keep india poor
🧵
@AbhijitChavda How many governments have the guts to implement gst? How many had the guts to take away something like old pension scheme so that poor people can benefit rather than govt employees (my own mom will lose but country before family)
Jan 14, 2023 • 55 tweets • 14 min read
My name is XPRO & i am not a packaging film maker.

A new 7% position for me. A company promoted by Birlas.

Do retweet if you find it useful. 🙏

🧵 Disclaimer

I am not a sebi registered advisor. The reason i share about my learnings is to motivate everyone to do the same & build a sharing ecosystem. I firmly believe that knowledge multiplies by sharing

Nothing i share should be construed as a buy or sell reco
Jan 10, 2023 • 15 tweets • 3 min read
The "Universe 25" experiment is one of the most terrifying experiments in the history of science, which, through the behavior of a colony of mice, is an attempt by scientists to explain human societies.
🧵 The idea of ​​"Universe 25" Came from the American scientist John Calhoun, who created an "ideal world" in which hundreds of mice would live and reproduce.
Nov 20, 2022 • 15 tweets • 6 min read
I presented Sarthak metals in IAS today. Here is a quick thread discussing what i presented

Have a ~5% position. 🧵 Whatever i present, is always just sharing of knowledge. I am NOT a sebi registered advisor. This is not a buy or sell.

Market is worst place to find out your conviction is borrowed. Chaddi bhi chali jaaegi. Please do not mindlessly coattail me or ANYONE.
Oct 31, 2022 • 21 tweets • 12 min read
Top 10 Investment related YouTube channels which i have found to be indispensable

Hope it helps you become a better investor

Fair warning, #7 might truly blow your mind 🤣

[A Thread] #1 AGMs: Company YouTube Channels

Why

Knowledge worth its weight in Gold. Just lying around to be discovered.

Some of These cos dont generally talk. That is what makes their AGMs or interviews extremely important.

Related: Alpha SME ideas channel youtube.com/channel/UC6w9x…
Oct 28, 2022 • 26 tweets • 7 min read
This one is squarely in the too cheap bucket.

South Indian Bank Image The story Starts in 2020 when current CMD Mr Murali ramakrishnan became the CMD for SIB.

Great vintage. IIM B pass out & SME agri head at ICICI bank. ImageImage
Oct 24, 2022 • 7 tweets • 2 min read
Imo china is uninvestable now. It's a value trap.

🇨🇳🇨🇳🇨🇳 : ❌❌ Alibaba, Tencent plunge as Hang Seng sinks below 16,000-mark after China’s leadership reshuffle leaves no market reformists on board
Oct 24, 2022 • 30 tweets • 8 min read
A 🧵 on a co i added recently where imo risk is high but risk reward is quite favorable. Lets see how it turns out 🤞. The co we are talking about is building TCAS :

Train collision avoidance system. Let us first understand what a TCAS is.
rdso.indianrailways.gov.in/uploads/files/…
Oct 21, 2022 • 4 tweets • 2 min read
Laurus Q2 performance is worse than i imagined

1. QoQ Flat: yet to see the steep ramp up required for 1B$ sales
2. FDF has fallen off a cliff. Some pricing pressure in ARV?
3. As always, Synthesis is trying hardest to support
4. Margins reduced Image This is the time to truly find out whether your conviction is your own, or borrowed.

Not invested, watching and studying closely.
Oct 9, 2022 • 45 tweets • 11 min read
A recent Electronics Retail co I added to portfolio, Aditya Vision

Please consider retweeting if you find it useful.

🧵 👇 Q: How does AVL earn its money?

A: Aditya Vision is a Brick & mortar retailer of electronics (Televisions, Air conditioners, Refrigerators, Mobile phones). Started in 1999 with 1 store & and slowly scaled up to 89 stores today. Majority in Bihar. Some in Jharkhand.
Sep 17, 2022 • 11 tweets • 3 min read
I've been selling saregama. Although co is doing great work the headwinds faced by all the advertising cos is very real. This makes it very tough for saregama to grow revenues even if views grow. Personally think YouTube shorts is noise, value proposition for advertiser is low Buyer side consolidation:
Aug 20, 2022 • 4 tweets • 1 min read
Wherever i go, listed entities is all i see.
Aug 19, 2022 • 14 tweets • 3 min read
Have decided to sell Mastek & Intellect Design Arena.

Different reasons for both.

When data changes, we have to change our decisions & actions. Mastek 1st

Ive been reading a lot on UK economy & it seems like the macroeconomic risk of UK & europe remaining in recession is quite high.
10% inflation in UK is unheard of. The risk to Mastek's guidance is too high.
Aug 9, 2022 • 60 tweets • 18 min read
A 🧵 to understand the thesis & the risks of the latest entrant in my portfolio Tinna Rubber 👇

20-25% grower, 20% ROE, around 15 P/E (with competitive advantages) is a recipe for wealth creation. Q1: What does Tinna Rubber do?

A: Tinna is in the circular economy space. It buys used rubber tyres, breaks the tyres into its components (the rubber part, the steel wire part) & recycles both of them: Crumb rubber Modifier (CRM), Micronized Rubber powder (MRP), steel abrasives
Jul 21, 2022 • 10 tweets • 3 min read
#Mastek results 🧵

Derating started from april. Stock almost halved. Part is due to midcap correction. Part due to softness of biz.

Price can lead fundamentals. One of my biggest learning is to panic early or not panic.

Will also discuss my strategy Negatives first

Despite a weak result, the price has not reacted. This is what they mean by "it was in the price". Price already corrected in anticipation of poor Q1 results.
Jul 3, 2022 • 14 tweets • 4 min read
The P/E bias 🧵

Probably the least talked about bias in investment community but MOST important bias that exists is the P/E bias. 99% of investors are affected at least 50% of time by this bias. We look at P/E ratios. We already form an opinion on whether we want to own the company or not. Then, we try to look for confirming evidence that supports that bias to own a low pe company. psychologytoday.com/us/blog/ambiga…
Jun 12, 2022 • 4 tweets • 1 min read
✅: Consolidating profit pool with co gaining market share in tailwind wali industry

Some eg:
1. Pix in v-belt
2. Angel in broking
3. Shivalik in shunts
4. Racl in luxury autos
5. Rolex rings in bearing ring
6. Xpro in dielectric film

Which cos you track have such a structure? 7. Prevest denpro in dental materials
8. Tarsons in lab equipment
9. Kilpest in diagnostic reagents
10. Tatava chintan in sda, ptc & zeolites
11. APL Apollo in structural steel tubes
12. Gujrat ambuja in corn & corn derivatives