Ganesh S. Nagarsekar🇮🇳
@bharatbetpf
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🐅Bharat Equity Strategy 👨🎓IIM Cal,CFA L3(Cleared),BITS Goa 💼JP Morgan,Goldman Sachs ®️ SEBI Registered RA-INH000008835
Mumbai, India
Joined November 2021
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Diligent bottom up research to provide research recommendations and support to India's emerging sHNIs (25L+ AUM)
What you get when you join:
✅Actionable Recommendations & Research Reports
✅Quarterly Updates on Businesses
✅Access to all past & current Research Reports (30+
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Congress offered 2000/month for every woman in Haryana
BJP raised that to 2100/month
Saala humare paise se socialist poker khel rahe hai ye log!
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Today I learnt
Ullu digital has 27 lakh paying subscribers in India.
Netflix has ~65 lakhs!
India is a crazy crazy market man!
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I know a small shop in Borivali where two Gujju uncles sit behind 10 year old systems and put more money in the market every month than all sharks combined put in the entire season!😑
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Issued in public interest:
If you run a bakery in Goa, please don't share details of your tax frauds with your influencer friend. 🤷♂️
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We (literally) went through the Annual reports of 💯 Indian companies over the last 2 years.
Here are 11 things we discovered that strengthen your business if done right
I'm a bootstrapped small business owner trying to grow on Twitter. Please RT if this thread added value. ♻️
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Ghatkopar is Gurgaon inverse!
People with literally tens of crores in their portfolios walking around in worn out plain shirts like they are surviving on a pension or something!
Insane wealth, zero shosha.
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✈️You walk into an airport lounge, pay ₹2, and enjoy the comfort of the lounge along with unlimited free food!
But how is this massive operation run of just ₹2, and is there any company that stands to benefit from the move!
Let's explore! Please RT to help bhai grow! ♻️
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India's Tesla moment will be when Ather lists not Ola. Calm down.
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Big3 consultant after taking 132cr consultancy fee from BSNL:
+ Improve customer experience
+ Increase revenue
+ Reduce cost
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Saw a 4cr verified loss today!
Want to understand the mindset of people who've reached beyond 25cr networth & still trade options.
Why would you risk permanent capital loss when you've reached a point where you can park in a decent portfolio and chill off the passive income?😶
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Month's supply of high protein lassi for just ₹750.
Amul cracking the affordable vegetarian protein market!
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The world of Fintech is abuzz with Buy Now Pay Later.
But India's leading jeweler turns this on its head with Pay Now, Buy Later!
At virtually any point of time - customers have deposited virtually 1000cr+ with Titan that they plan to utilize to buy jewellery at a later date.
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Got featured in Livemint today! 🗞️
I know not very material in the larger scheme of things, but my first appearance in a national business daily, so feeling quite happy! 💛😄
Upwards and onwards!🚀
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The dividends my PF stocks pay now cover ~4.5 months of rent!🏡
Dividend growth investing can help you with income, downside protection & growth - yet it is relatively underappreciated.
So I decided to write a thread explaining the entire process - from screening to selection!
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How to get away with fraud - Episode 1
Revenue & Receivables
For businesses there is often a difference between when a good/service is delivered & the payment for it is received. Shady promoters can use this to project a view of the business that isn't in line with its reality.
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I wanted to write a thread on DuPont - but in a way that actually made the concept interesting in relatable.
So instead of doing a basic theory thread, I thought I'd explain it using NIFTY500 firms as examples!
Please do RT if this thread made your Sunday a teensy bit better!♻️
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33 lemons Rs 330.
Juice of 33 lemons Rs 65.
Playing the arbitrage game! 😤
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Hero Moto just announced a PIPE into Gogoro. It also has a partnership with Gogoro- and this could be a critical component of Hero's LT strategy.
So let us understand Gogoro in this thread! 🧵
Small account trying to grow - so please RT if this adds value! ♻️
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Chotu (but happy) life update!✨
Dividend income now covers 3 months of my rent!🏠😁
Want to reach a point where rent + basic necessities are covered by just dividends in the next 3-5 years. Long road ahead!💪
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We literally went through the annual reports of more than 150 companies over the last 3 years!🇮🇳
Here are 15 top insights on Business in Bharat from all of that analysis.
I'm a bootstrapped small business owner trying to grow on Twitter. Please RT if this thread added value. ♻️
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I was reading Uday Kotak sir's resignation letter today, and I reached a line where I just froze - and my eyes welled up!
It's a crazy dream, but that's what life is for! 🔥
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Health Insurance - Sectoral Masterclass!⚕️
This is a fairly long thread (30+ minute read) but you won't need to read any other content on this sector after this thread!
Please RT if this adds value - will help my small business grow!♻️
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I'm a simple man.
You give me a 13%+ growth business at a 5%+ div yield and I say thank you & pick it up! 🤷♂️
The dividends will pay my rent till the gains buy me my home! 💆
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One of my HDFC deposits matures today.
Guess where the money will be reinvested! 🤷♂️
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Just some numbers.
LalPath + Metropolis combined revenue today: ~2500cr.
Indian Diagnostic Market size FY30E ~250,000cr
In markets where consolidation has played out (US), top 2 players control ~40% of the market.
If played right, the wealth creation opportunity is massive
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When the man who helped Mr. Damani, Mr. Biryani, and Mr. Ambani set up their retail businesses offers you two decades of insights neatly packed in a book - you almost have a moral obligation to read it!
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We started in a one room kitchen in Jogeshwari. Didn't have much then, yet every summer my grandfather bought me one of the first mangoes of the season!
Today, we do the same! :')
Never lose touch of where you came from.
Never lose sight of where you're headed.
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Nano Urea - How India can transform global agriculture!👨🌾
We went through 9 research papers on the topic to bring you a concise summary of where we are at this moment.
Took us a lot of work and effort, so please RT if the thread added value.♻️
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Nothing makes a man an advocate for world peace faster than a sizeable equity portfolio. 😂
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Bharat Bet Case Studies
#1
- Magson Retail
Came across a small ~60cr Gujarat-based company in the Gourmet Retail sector. Found the business economics quite interesting so documenting my learning here.
Please RT if this adds value, it will help my small business grow! ♻️
About
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ITC bought 10% of a baby care company at a 400cr valuation.
Turnover in last 3 years - 3 lakh, 5 lakh, 1.39cr. 😶
I hope they've grown like crazy in FY22, else that's a ridiculously expensive purchase!
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Indian Women's Wear market size🥻
Tops + Shirts + Tshirts + Denim + Active wear+ Jackets + Sleepwear + Trousers + Skirts + Innerwear + Winterwear =46,571cr
Sarees 61,796cr
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@_M0neyMatters
Materially lower ~500/yr. Their audience is primarily Tier2+ youth.
But still quite an impressive feat getting to that kind of subscriber base I think!
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The economics of sectors now has 16 episodes - completely free! Padho, seekho, badho!💹
Bahut mehnat ki hai. Value add ho, to please RT karna. Helps me reach more people and grow my small business!💪🌱🚀
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Motilal Oswal has published 28 Wealth Creation studies to date going back to 1997!
To make the studies more accessible, I'll be summarizing one of them for the next 28 days, starting with Study 1!
Please RT to help this thread reach more people! ♻️
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Visualizing Income statements of all NIFTY500 companies - a master thread! 🧵
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Shark who has raised 11 rounds and is still not profitable to 25% margin, negative working capital, bootstrapped founder: Mere hisaab se abhi aapko kaafi mentorship ki jarurat hai🤡
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Finfluencer: PPF is not an investment👔
Bhai tum bhagwan ka naam lagake logoko NFT chipka rahe the. Iss zindagi me to investments ke baare me nahi baat karna chahiye tumko.
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Great content with ridiculously low views!
(Core video is from 50:00 to 1:25:00), great value packed in half an hour.
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The year is 2010
A professional MD leaves his position at ~1800cr company V to make way for the promoter's daughter. He then acquires a majority stake in a tiny rival company S at a ~50cr valuation.
The year is 2023
Company S has now surpassed company V in market cap!
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Can you read the annual reports of 200 companies in one weekend? 💯💯
Probably not - but you can read the top 4 pages from them! So we made a thread with just that!
Please RT to help me grow & join our offering for a deep-dive into these 200 businesses:
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DMart is such a fortress franchise!
Duniya bharka competition aa gaya - their value proposition and customer base is still rock solid. Forever destination of India's value seeking customer.
One of those businesses which I really want to own, but don't have the comfort to buy.
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@GabbbarSingh
Most of Coldplay's top hits came out 15+ years ago. Most people build a strong preference for a band in their late teens.
Coldplay's core fans aren't (and shouldn't ) be poor by now.
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Position sizing - the underappreciated secret sauce of investing, a thread! 🪡
While you'll find a tonne of content on how to buy a stock, you won't find much on how much to allocate to it and when.
Growing by business via Twitter, please RT and help me reach more folks!♻️
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Cinema in the country is changing, but not in the way you think it is! 🎥
Deep-dive on PVR and the Indian Theater business!
A lot of effort went into writing this thread please RT if it adds value - will help me reach more people and grow my small business!♻️
1. Industry
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I have no money invested in Paytm & don't plan to invest in the near future- purely economic decision.
But emotionally, I sincerely hope VSS & his team are able to recover & rebuild from here!
All our lives are drastically better because of what this man built.
#PaytmKaro
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The economics of credit cards - a short primer! 💳
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Goldman published a 46pg note on the rise of 'Affluent India' last week.
Decent piece, so I thought I'd do a quick summary of some key insights from it.
Please RT so that others in the network can benefit from it! ♻️
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Global semiconductors - a beginner's primer(Part1)!🔋
I'm guessing this thread will have a small audience- few folks invest in US stocks & tech is currently out of fashion! But always helps to expand knowledge.
Please RT if this thread adds value & help us reach more people!♻️
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They (built &) promoted India's digital and physical infra like no one ever could!
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Understanding Palm Oil - Mega-thread 🌴
+ Importance: Production, Export, ESG
+ Value chain: Crop, processing, End Market
+ Palm Oil & India
Please retweet if this thread adds value! ♻️
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A man dancing in workshops made 86 freaking crores a year! 🕺
Meanwhile RAs, RIAs and even small PMS':
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Everytime I start feeling rich I talk to my real estate broker and ask him the price of a gated 3BHK. 💸
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Participant: I'll state my corpus as a multiple of my annual expenses to maintain confidentiality
Mint in the next question: What is your monthly expense?
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Understanding Moats in the Indian context! 🐊
We've gone through 150+ annual reports to identify factors that give India's best businesses their competitive edge. A thread explaining some top ones!
We rely on organic reach for our growth, so please RT if this adds value!
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Customer: It's a paint company
PMS Manager: It's a super computer company
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Distributor: It's a tours and travels company
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The last HDFC Ltd. Annual Report! ♥️💙 Almost seems like a collectible!🏆
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How to analyze a sector?
One question that routinely comes up when I run a Q&A is how to analyze a sector!? So I decided to write a thread explaining it in detail!
Tumhara bhai do logoki team ke saath bootstrapped dhandha chala raha hai - to thread se value add ho to please RT!
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Suniel Shetty anna is the true contrarian investor! 🏏 🕶️
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Horrid news about a college junior who worked at McKinsey.
Reminder to folks who might be in that situation:
I know that the role you're in is one that millions dream of but nothing is more important than your life.
Agar nahi jam raha hai to move to a job where you have room to
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Tata Sons is a mini index in itself!🐘
TCS 72.4%
Tata Steel 31.8%
Tata Motors 43.7%
Tata Power 45.2%
Trent 32.5%
Indian Hotels 35.7%
Titan 20.8%
Tata Elxsi 42.2%
Tata Consumer 28.4%
Voltas 26.6%
Tata Communications 14.1%
Tata Chemicals 31.9%
Tata Investments 68.5%
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How to get away with fraud - Episode 2
Related Party Transactions
Promoters are always finding new ways to pull money out of the firm. So today we try to identify ways and means that firms do this - so that we can spot it in firms we are analyzing.
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Today I learnt, Johnny Lever's real name is John Prakasa Rao Janumala.
He worked as a labourer at a Hindustan Unilever plant for 6 years, and during one of their annual functions where he was mimicking senior Unilever execs, he was given the moniker Johnny 'Lever'!
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Indian Hospital Sector key operating & financial metrics in 2 slides!🏥 As crisp a summary as you can get!
src: Medanta RHP
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Quality banks at 2008 valuations.
That's it. That's the tweet.
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Vijay Kedia sir in a recent interview: I'm always 100% invested in stocks. At any one point of time I'll have just 8-10 lakhs odd in my bank account.
Bus itna ameer banna hai ki 8-10 lakhs ke aage just laga sake! 😅
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You can let a monkey run an AMC and a genius run an airline - and almost every year the monkey will generate more free cash flows. Don't fight industry economics.
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ITC now lets you customize your aata!
Pilots in Delhi NCR, but given how closely this mimics the buying pattern of most families, should be quite a hit across the country!
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Retail investors are wondering why they couldn't attend the ITC analyst day, and institutional investors are wondering why they did! 🤷♂️
@aditya_kondawar
@mehrotra_saket
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Nitin Gadkari turns 66 today. A good guess would be another 15 active years in politics.
Having him as PM for 10 of those would be the bull case for India's growth trajectory.
Unfortunately it won't happen given our current political reality. But it will always be my hope.
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1. Get efficient, Pass benefits to Customer, Repeat
The best businesses optimize ruthlessly on shop floor efficiency, inventory and receivables, and product sourcing. Pass benefits to customer. Grow scale. Leverage scale to get better terms.
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Wife's cab got into an accident on her way to work yday! Spent 10hrs in the emergency ward getting tests & treatment done.
Everything okay by God's grace, but an scarily harrowing experience.
Life is incredibly random. Treasure what you have.🙏
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People talk a lot about multi-baggers, but not a lot about their mistakes. Let's change that this Sunday!
What was the first stock you invested in that fell more than 50% and what was your learning from that mistake?
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Mai shoonya pe sawaar hu!🔥
Being a first-generation bootstrapped entrepreneur is a whole different thrill!
GSN Invest journey:
FY20 - 1.0x
FY21 - 11.5x
FY22 (YTD)- 19.4x
VC ka ek rupya nahi.
Bus Ma Baap ki dua,
Customers ka pyaar,
aur Team ki lagan.
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Dividends my PF stocks pay now cover ~5.5 mnths of rent. My goal is to have them cover annual rent by 2023 end!🏡
Dividend growth investing can help you with income, downside protection & growth- yet it is relatively underappreciated.
A thread on Div Growth+opportunities in 23!
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With my lifetime pick👩❤️👨,
at my best stock pick. 💹
Anniversary at Bukhara!♥️
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Archies is an advertisement for sending your kid to Kendriya Vidyalaya irrespective of your level of wealth in life.
Horse riding wale IB school me bhejoge to aise niklenge bacche!
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Shah Jahan spent 4.1cr in the 1630s to build the Taj Mahal!
If instead he had bought Infosys shares today he would have...
#Influenza
#OkaySorryBye
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If you combined the annual profits of ALL of the profitable diagnostics businesses in India outside of the top 5 - you'll still not reach LalPath's quarterly profit. Just saying. No reco.
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For folks who are trying to make sense of what
@AswathDamodaran
said about ITC
A quick thread - Mental model + rebuttal
Disc: I'm personally invested in ITC, so views might be biased. I'm a huge fan of prof - and his lectures have helped me grow - but I think he is wrong here
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When you've bought for 18% compounding over 5 years, but the stock goes up 40% in the week you buy!
#sufferingfromsuccess
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Analyst: Sir will we be having a physical AGM this year?
Mgmt: No 200-300 people who are not interested in the business come there only to eat food! We'll have it online so that serious people attend.
#onlyinIndia
😂
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The latest Nikhil Kamath episode on the restaurant business is brilliant - phenomenally knowledgeable guest!
Great insights not only for folks interested in the casual dining or QSR space but for folks with investments in the delivery space as well.
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Bharat Bet Case Studies
#2
: India Pesticides
In our second case study of the season, we will be looking at timing, risk, and the art of leaving something on the table!
Please RT if this thread adds value! It will help me grow my small business! ♻️
A close friend had actually
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FIRE in US: Chilling in your yatch sipping a margarita 🍸
FIRE in India:
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GSecs are now ~8% of my overall portfolio!
What are GSecs, what value do they add to your portfolio, how do you buy them, and more importantly when!
Will try to cover basics in this thread - deep-dive in our session on Sunday
Please RT if it adds value! ♻️
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The UPSC topper this year is so badass - she attempted mains last year in her second language (hindi) due to an error in form filling - and despite that missed by just one mark! 😅
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8. Diversify when you've won, not when its hard
Mediocre businesses diversify into new geographies and markets when things get tough in their core. Champion franchises persist - win - and then expand to adjacencies from a position of strength.
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PPFAS now owns all 4 of the large private banks - HDFC, Kotak, ICICI, Axis. 🏦
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@clary_co
After the grand success of 'credible allegations' comes the sequel 'verbal evidence'! Canada is the gift that keeps on giving!
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An important part of being a good investor is identifying firms that shouldn't put your money in.
Here's a list of parameters that help you identify such firms! Let us know additional metrics you track in the comments!
Please RT if this adds value! Thanks rahega!♻️
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2. Go above & beyond in helping your Distribution partners
In a country as diverse as India, having a person on ground who wants your brand to win is key. The best businesses invest in workman training, make capex investor at distributor, help them manage and turn inventory fast
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