CA Abhishek Murarka 💹🐂
@abhymurarka
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Growth and investments @angelonewealth CA | IIML | into startups via IB
Mumbai, India
Joined November 2009
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Pinned Tweet
It's the auspicious day of Ram Navami, so I want to share a career update - I have recently joined Angel One Wealth as one of the founding members.
It's the new WealthTech subsidiary of Angel One, and co-founded by senior Wealth leadership from Kotak.
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India's GDP has exceeded UK's GDP. This is coming next 😂
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If Banks were Bollywood characters
A thread..
1. HDFC Bank
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Yesterday, India announced it is "restricting" the import of laptops, tablets, all-in-one personal computers and servers with immediate effect. Big, right?
This thread tries to explain the background, impact, the laptop value chain and stocks to play the shift.
1/n
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Mukesh Ambani's convocation speech today to outgoing students of Pandit Deendayal Energy University.
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Hindelburg: We wrote 106-page report prepared over the course of 2 years!
Adani: We wrote 413-page revert prepared over course of 2 days.
Gautam bhai: "728 days munafa..yahi hota hai business!"
#Guru
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Let's understand FII and DII flows (or institutional flows) in India with data. A short thread🧵.
1/n
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Heavy rains in Mumbai. Swiggy delivery guy, half soaked, delivers food and says - sir ek request hai, rating de dena.
These words clear the fog in my mind.
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Total US population: 33 crores
Total Indians in US: 0.42 crores
Total unicorns in US: 290
Unicorns by NRI Indians: 67
Indians are 1.3% of US population, but have founded 23% of US unicorns!
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Infosys - Attrition: 27.7%
Where is everyone going!!
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Saudi Arabia's Crown Prince Mohammed bin Salman will be gifting a Rolls Royce Phantom to each of the Saudi Arabian players for their victory against Argentina in the World Cup.
That's 11 Rolls Royce without even one webinar!!
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When Atal Setu was inaugurated, there was hue and cry on high toll charges (Rs 250/ transit for cars).
After one month, over 8 lakh vehicles have used the bridge. You know they say - India is not cost conscious, it's value conscious.
Aap value do, people will pay.
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8.5 lakh PMC Bank depositors got back their life savings (total Rs 3800 crores) yesterday by Unity Small Finance Bank, the consortium of Centrum & BharatPe which had acquired PMC.
Why no business media covers this? Ashneer ye, asheer wo..ye bhi to..
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Reading: Karza Technologies co-founder Omkar Shirhatti buys luxury duplex in Mumbai’s Khar for Rs 47.7 crore.
The guy is 35 and a Chartered Accountant. The CA co-founders started Karza in 2015 and sold to Perfios for 600 cr in Mar 2022.
Underrated success stories.
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FASTag share in total fee collection on National Highways🛣️:
2017: 20%
2022: 98%
UPI share in merchant payments:
2017: 6%
2022: 65%
RuPay's share in India’s debit card 💳market:
2017: 15%
2022: 64%
Never before have we lived through such speed of change in a short period.
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Adani Group lost $60 Billion in value over a week after a major short seller report.
Alphabet (Google) lost $104 Billion in value in an hour after their AI launch "Bard" answered a question incorrectly during live demo.
Oops.
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Did you know: A single Chinese company "BBK Electronics Corp" controls 35% of smartphone market in India. Yes these all brands belong to same player.
Different brands to create an illusion of choice.
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Investors bought for the share split.
They got revenue split.
Mentos Zindagi.
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When HDFC Bank grows 24% and Bajaj Finance grows 31%, you dont need Twitter spaces to know what's the health of Indian markets.
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ROE of key IT Services companies
Infosys: 29%
Wipro: 20%
HCL Tech: 22%
Tech Mahindra: 21%
Cognizant: 19%
......
TCS: 43%
Do you know the reason?
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Byjus acquired Aakash Educational services for $950 million last year. Now planning to list the same at a valuation of $3.5 to $4 billion.
So Byjus enabled 4x value creation in a year?
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The largest shareholder in Titan is not Tata Sons but Tamil Nadu government (TIDCO), which owns 27.88%. TIDCO had licensed Tatas to manufacture watches at Hosur.
That stake was acquired in 1985 at a cost of Rs 5-10 crores and is now worth over Rs 90,000 crores!
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Saw this very interesting chart relevant for anyone who has a Home Loan. If you can increase your EMI by 10% every year, it cuts your loan repayment tenure by 60%.
That 10% can come from a mix of savings & increments. Debt Management can be made better if you are focussed on it.
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The reason Zerodha is deeply profitable while Netflix struggles in India is that Zerodha password can't be shared with 3 friends.
Sabko losses dikh jaayenge..
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Shashwat Goel won a crore in KBC 14 (final 75L) and pledged to donate it towards Covid hit families in memory of his mother who succumbed to Covid in the second wave.
He is my one batch junior. Brother you raised the institute's flag higher 🙏
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There goes India's e-waste recycling story.
📽️ Tech iela (Insta)
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Warehousing rental yields in India are 8-10% versus home rental yield of 2-3%.
Building a warehouse for leasing is a way better proposition than buying a house for renting out.
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One key learning from 2008 crisis is that good companies came out stronger at the end of it.
With this objective, have compiled financial and market data of 62 market leaders (>30% market share in resp. industries) for analysis. Sharing in thread.
Part 1 - Auto+anc. & alcohol
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Tata Group is an elephant that's moving with the agility of a leopard - a ₹25 lakh crore empire with the growth mindset of a start-up. All internally funded by the biggest cash cow - TCS.
Difficult to beat that.
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A hedge fund manager - Russell Clark's farewell letter (extract) while closing his Hedge Fund.
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"Royal Enfield is the bank and we are all set to rob that bank." - Rajiv Bajaj
History will laugh on this statement. I will not bet against this guy who has built the biking culture in India. Ask any ardent biker.
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LIC reports fkn ~16000 crore profit - the highest for any company this quarter!
LIC to all analysts today
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Two days before results, founder talks of own business profitability. Stock also jumps 14% in anticipation
Result day: Reports 5x jump in quarterly losses..from 67 cr to 347 crores yoy.
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If you make Rs 10,000 per day, it will take you 58.7 lakh years to reach Elon Musk's net worth.
Stop gossiping and get to work 👊
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Akshat
@Akshat_World
- you were preaching long-term investing when market was at peaks and mocking those who were selling out on declines.
Now after 30-40% correction in stocks, aapke views 180 degree badal gaye. Bottom mai bikwaoge kya followers se?
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Samsung sold 12 lakh Galaxy devices worth over Rs 1000 crores on Day 1 of Amazon and Flipkart festive sales.
Apple sells 50-60 lakh units in a year in India. Also, let's not talk of a consumption slowdown anytime soon.
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Durex could use Nykaa's profit margin in next ad campaign. It's super thin.
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Feeling elated to share
@MultipieSocial
has been acquired by
@ICICI_Direct
. Keeping the ethos of this message, we promise to keep adding value at a bigger scale.
Also, I am joining ICICI Securities as Lead - Content and Community. We have good things in store!
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Power picture!
Standing in order of proximity to the power center?
PS: I am a Mahindra bull
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It takes 15-30 mins to read the Management Discussion and Analysis section and Chairman/ CEO letter of an Annual report.
If you can just devote that time everyday and read 100 of these in one season, you will jump multi-fold in your investment journey.
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No breakfast form comes close to South Indian. Perfect combination of taste, healthiness and price.
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Smt. Madhabi Puri Buch - "The only girl who pulled out of placements at IIMA (1987-88). We hope she finds just the job she is looking for."
That girl is now the SEBI Chairperson. Getting India's stock settlement cycle from T+2 to T+0 will be seen as a historic shift.
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Gautam Adani's pace of recent decision-making tells us one thing for sure - he is no Anil Ambani.
Shoring funds by selling group shares despite steep fall.
Quick decisioning to sell 4-5% in recently acquired Ambuja Cement.
It trading terms, it's akin to taking a stop loss.
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A large chunk of middle class is driving cars of Maruti and travelling mostly by flights, but bullish on Tata Motors and IRCTC.
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Women CAs were only 8% of total in 2000.
Women CAs are now 30% of total CA pool.
Women CAs were 48% of new CAs in 2023.
All CA toppers in old and new syllabus CA finals in 2021, 2022 and 2023 were women.
This trend is a real sign of India's progress.
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Bharti Airtel's 190 page presentation is a treat for any investor interested in understanding India's changing digital and telephony landscape.
Conviction up 10x after reading this.
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🚨 Jio Financial Services has formed a 50:50 JV with Blackrock, the world's largest asset management company.
You thought Jio Financial was to distupt Bajaj Finance. It is instead going for India's AMC industry.
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Companies reporting improved financials in the year before IPO.
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It took Jeff Bezos 19 years to build Amazon to $150 Bn market cap. Yesterday, Amazon gained $150 Bn in market cap on Day 1 under new CEO Andy Jassy.
This is a lesson in humility and compounding - our success is a result of years of efforts by someone else (mostly parents).
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BCCI fetched Rs 48,390 crores from auction of men's IPL media rights for 2023-27 across 410 matches:
- TV broadcasting rights: 23,575 crore
- Digital rights: Rs 23,758 crore
48,400 crores of revenue in 5 years! Not many businesses reach that.
Brainchild: Lalit Modi
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For me, this is the most powerful image of the year. Not the wrestlers protest, not anything else.
No agenda. No propaganda. Just some good humans who came to help by donating blood in a time of need. Doing what is in their control.
#BalasoreTrainAccident
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China with Forex reserves > $3 Tn (> India's GDP) is apparantly flooding Chinese Cos. with cheap capital to buy foreign assets. Case in point - HDFC.
Fearing hostile takeover, Australia changed their FDI laws. Spain, Italy, Germany doing the same.
Watch!
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Every time a Fintech raises funding, Ankur Warikoo, Rachana Ranade, Tanmay Bhatt and other youtube influencers
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Highlight of the day - Facebook acquired 9.99% stake in Reliance’s Jio platform for an investment of Rs 43,574 cr valuing it at Rs 4.36 lakh crore. That's 56% of market cap of RIL (~7.8 lakh cr) – huge right!!
A simplified thread on the deal, Jio platfrom and competition.
1/n
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Whenever Zerodha declares its results, a bunch of VCs and unicorn founders go into depression.
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This channel seems to suffer from multiple personality disorder.
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Yes Bank's journey from Microsoft to SBI is like a bachelor's journey from Tinder to Jeevansaathi, ultimately arranged by parents.
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Starting a series "Kya karenge aap itni Dhanrashi ka" on cash rich companies
#1
Greaves Cotton
🔸Market cap: ~3000 cr
🔸Cash: 1300 cr
160 year old company in transition.
Traditional biz: Leader in Diesel Engines
New: 3rd largest in Electric 2W (Ampere)
Finance is a non-core biz
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1/n
A tweet thread on my key takeaways and learnings from the book "Of Long Term Value and Wealth Creation from Equity Investing" by the brilliant Bharat Shah. The book is a repository of condensed wisdom from 3 decades of his investing career – a must read!
[RT if helpful]
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Most of the Youtube and Instagram finance influencers are modern day version of LIC waale uncle selling ULIPs. Just more polished. Hefty payment by sponsors is their commission. You are the product.
Cycles repeat in different forms.
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FII bought INR 109 cr
DII sold INR 697 cr
Basically, domestic investors were worried ki US mai problem hai, but US investors were happy ki India mai problem nahi hai.
Welcome to markets 😀
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1/9
Last 2 weeks:
ICICI Pru 📉-15%
HDFC Life📉-7%
Max Life📉-6%
SBI Life📉-3%
What's bugging private Life Insurance companies?
Read on if you are invested (or interested) in Life Insurance:
A short thread🧵
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One simple way to bridge income inquality is to give Akshat's financial advice to the wealthy and built a Akshat reverse-ETF for the poor.
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Bookmark this link and check reports here. This is a great repository of research on key government initiatives and developments.
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Dear
@BBCWorld
Please do some checks on what you write, being a credible global publication.
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Pfizer made crazy money from selling vaccines, boosters, etc in last 2 years.
Deploys a large that part of that money ($43 Billion) into acquiring a Cancer specialist biotech company.
What does it tell you?
Not too difficult to connect the dots.
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The Chole in Chole Bhature stands for Cholestrol.
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Motilal Oswal Mutual Fund bought 3.72 crore shares of Jio Financial worth Rs 754 crores!
Probably their largest market purchase ever. That takes some courage!
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If you are 20 and start making a monthly SIP of Rs 3184, you will reach 10 Cr corpus at 60 years.
But if you waste time till you reach 35, you will need to do a monthly sip of Rs 30450 (almost 10x) to reach the 10 cr mark.
The message to youngsters is - Experiment, take your…
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Healthy food, Cold pressed juices - a lot of such health focused startups came and soon realized the ground reality.
That Sardar Pao bhaaji centre which puts 300 gram butter per place does more revenue than them.
#India
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I feel an INR 80,000 crores acquisition should wake up traditional investors who ignore Infra and Cement calling them value trap. As an ex-Banker I can say it's huggge!
It's Infra's decade. Choose well.
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Sharing a compilation of all industry notes shared by team
@alphainvesco
These are some the best material to better understand the stated industries and expand your
#circleofcompetence
.
Download link:
Happy reading!
[RT]
#Backtobasics
#Sharpenthesaw
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If you are bullish on India, you should be double bullish on Uttar Pradesh. As per RBI August bulletin, UP has the highest share of projects financed by Banks in FY22-23 at 16.2%. This was just 1.1% a decade back!
UP has 20% of India's population. This is more than the total…
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@itsTarH
Hi Tariq,
Made it easier for all - here is the Google Sheet of all companies with market cap > Rs 500 cr with business description, website link and classified by sector.
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Multiple banks have raised prime retail lending rates by ~50 bps within a day of RBI increasing repo rate. This old cartoon on RBI policy transmission is still very relevant.
@dugalira
@SahilKapoor
@singhalrajk
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CRED's FY23 employee cost was Rs 789 crore. It has 1017 employees at Aug 2023 as per Tracxn, which amounts to an average 77.6 lakh CTC per employee.
Achhi company hai. I will never troll KS again.
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A new tranche of Soverign Gold Bond (SGB) has opened for subscription yesterday and will close on June 23. We have tried to explain in why we think it's the most efficient way to invest in Gold (comparison in image).
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India's SIP journey from 3100 crore a month to 12700 crore a month. More than 4x in little over 6 years.
Income has not gone up even close - what you see here is shift from FD to Equity.
Data via: AMFI website
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Hence we chose IPL and cricketers to tell you - Download Cred baby.
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Someone built a travel planner using ChatGPT3. Enter the city and the number of days, and it gives you an itinerary.
And just like that small tour and travel businesses go poof!
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The power of using social media and community for good is in full display in the fight against Covid
Here is a short video how you can use twitter search efficiently to search for your needs. Please share if useful.
#IndiaFightsCOVID19
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Vodafone-Idea last 6 quarters:
Total revenue: INR 62,826 crores
Total losses: INR 63,196 crores
Loss criteria met. Now waiting for Softbank or Tiger Global to invest.
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Something interesting is happening in US markets.
Michael Burry (of Big Short fame) has a big shorting position in Apple ($AAPL) which came to light yest. Also Warren Buffett bought more Apple stocks recently.
The stock moved from +3% to -2% today. It's classic bulls vs bears.
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It's no secret that RJ was inspired by Radhakishan Damani ji (Dmart). Like every great investor, he believed a business owner is bigger than the investor. And in his last few days, RJ turned an entrepreneur - saw his dream airlines Akasa take wings. I find it beautiful.
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Reading: BSNL officer caught napping in meeting chaired by Ashwini Vaishnaw & asked to take VRS.
This is a good shift and sends a msg to Govt staff. Dr. Vaisnaw is an ex-IPS officer and was a partner at BCG. where the culture is perform or move out. He is bringing that to PSUs.
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Name any stock that comes to your mind when you see this.
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The paints industry was dominated by 4 players for almost six decades - Asian Paints, Berger, Kansai, Akzo. Not anymore. Short summary from ICICI Securities note:
We believe there will be ~10 sizeable players (market shares >2% each) in next 3 years.
The industry is…
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It's not even funny that US has a credit rating of AAA (stable) with increasing talks of a risk of default, while India is rated BBB- when there's no risk of defaut or a recession.
BREAKING: White House says if the US defaults, the stock market is expected to decline by more than 45%.
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I personally believe it's a fair outcome for the bright and young Praggnandhaa. He's just 18, and this loss will strengthen his resolve to get better.
He has a way to go from here. Carlsen is a legend of the game and probably the best ever. He was the youngest to reach Elo…
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Trolling Marcellus has become full time job for many. I think most of our portfolios are hurting as well. Doesn't help anyone.
And his PMS AUM growth shows his investors are less worried about his stocks than Fintwit is.
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