A list of all the articles that we have created - From Banking to Fiber!

The content in the articles has been written in a very simple language which will help you learn everything about the sector and/or the company!

Do Retweet and help your fellow tweeples learn!

Let's go 👇

Starting with Financials -

A to Z of Banking, all basics of banking explained -

https://t.co/tMfB73CHYs

Top 5 Banks and their strategies -

https://t.co/aivfUtuw9g

Large Bank - HDFC Bank - How did HDFC Bank become HDFC Bank -

https://t.co/GSPxlb8p6o
Mid Sized Bank - Kotak Mahindra Bank

How did they avoid all NPAs from 1999? What makes Uday Kotak's Concalls a goldmine of information on the Banking sector? Everything explained!

We have given details from 1999! The most comprehensive article ever!

https://t.co/fF02iLVA6o
Large NBFC - Consumer Durables Play - Bajaj Finance

From its origins to how it gives 0% EMI to how it earns money from manufacturers - everything explained!

More - Origins, Products, Loan Book, Cross-Selling, Risk management, Concalls of 8 Years, etc!

https://t.co/44H0YCSDtV
Gold NBFC - Manappuram Finance

Origins (with fun facts)

Products, 10Y Financials, Business model and how do they make money, How does a gold loan work, Operational efficiency, peer comparison, mgmt commentary, why we don't like the stock, and much more!

https://t.co/xrTHmj53sL
You smell that? Yes! That pleasant aroma!

I am talking about Flavors & Fragrances now :)

We talk about the Value Chain, FMCG interlinkage with this sector, Market Dynamics, R&D, Pros, Cons, Barriers to entry, players, and much more!

https://t.co/BPoGunfQHt
'Hungry' for more?

We now talk about the FMCG Sector!

The below article will take you 30-40 mins to read and it is so in-depth that many college professors have used this article as a reference point to teaching about the FMCG Sector!

https://t.co/gNHB5DFNTJ
We now talk about a company that needs no introduction!

Reliance Industries - We talk about their past, their present, and their future! Detailed commentaries on their M&A and their 3 major businesses - Don't miss this one!

https://t.co/xtfj8ZjvK8
Hello? Hello?

Good to know that you are still here -

Now we talk about the Fiber Industry that helps networks in seamless communication!

We cover History, usage, workings, 5G, all tech terms, 5g and 4g , telcos actions, and much more!

https://t.co/QCd3mqjEaD
A new area for FMCG companies - Men’s Grooming

From new startups to acquisitions by FMCG companies, what’s actually happening?

We tell you everything - Please 'Shave' this article for future reading as well 😝

(Please excuse my puns 😂)

https://t.co/Liz85Abb8Q
A list of IPO articles in which we have delved deeper into the industry information 😎

Paint Industry - Indigo Paints -

https://t.co/uRTBBKQtjr

FMCG(confectionary)/QSR/FMCG/Consumer spending trends - Mrs. Bectors

https://t.co/FSSkthm3ai
CAMS - MF RTA/ MF Industry/ MF investment trends

An article full of insights!

https://t.co/6l9ykT3oJZ
How to approach IPOs?

Why do I call the DRHP/RHP document the kundli of the IPO going company?

This podcast of mine with @b50

Don't miss this one - Many practical tips to choose/read IPOs + discussion on unlisted markets!

https://t.co/5NSYlk3jk3
How do you approach the unlisted market?

everything on this market

https://t.co/Gi5VvnutD7

Risks are high in unlisted - What investors must be cautious about?

https://t.co/di2wtIQZ68

Credits to @larissafernand mam for giving me the chance to write these for MorningStar
Last article Link! ⌛️

@AdityaD_Shah writes - How to analyze a fund manager for Hindu Business Line :)

Everyone talks about analyzing mutual funds but very few talk about the fund manager!

This article delves deep into the same!

https://t.co/94amgYIfcf
Thanks for patiently reading till here!

We have been writing a lot of articles but as we r scaling up JST - Writing did take a backseat. But we know that and we r working on a few article ideas :)

Stay tuned, do share with others! Feedback most welcome!

Love Always,
AK

More from Aditya Kondawar

Paytmmmmm Karooooooo! Most of us have heard this jingle right?

After the much-celebrated #IPO of Zomato, all eyes are now on #PayTM!

So let's not wait and let's understand everything about PayTM in the below thread 👇

1/

- The DRHP mentions a Rs 16,600 Cr Fundraise
- Split - 50% Fresh, 50% OFS
- Valuation of $25-30 billion targeted from this IPO

Let’s put all of these numbers into perspective here –


2/

Some big numbers, right? Ok back to PayTM now –

What does it do?

Well, it does a lot of things but at the core of it let's term it a fintech company.

- It started as a digital wallet-based platform focused on mobile SIM top-ups and utility payments in 2010


3/

- They pivoted to marketing, mobile phone top-ups, payments, e-comm, then a full-scale fintech services company – The avatar that we see today

- The Paytm ecosystem has payments (wallet / UPI), merchant acquiring, credit, savings, broking, wealth management, and insurance.


4/

Total users - 333 mn
Monthly active users - 50 mn
Merchants - 21.1 mn

RedSeer - Paytm has a payments transaction volume market share of ~40% and wallet payments transaction mkt share of 65-70% in India for FY21

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