A Thread of our threads on the Business Analysis of specific companies 🧵👇

RT if this adds value to your investing journey.

1/ Chemcon: A specialty chemical company that is a globally dominant player in its molecules, most of which go into the Pharmaceutical industry & have a high criticality attached to them.
https://t.co/Y44jZNmQsX
2/ Aegis Logistics: An oil & gas logistics company, with a stronghold on the LPG supply chain & riding the tailwinds of increased exports owning to weak domestic production. Their fight to grow much larger is on, short-term demand problems stay.
https://t.co/dD1xb2DdmB
3/ Varroc Engineering: An auto ancillary company that has propelled down under its own enterprising projects fueled by a ton of debt. Will the fortunes ever illuminate for this significant participant of the global automobile industry?
https://t.co/268m6F8csX
4/ Jubilant Ingrevia: A specialty chemical company that has redefined backward integration as it begins from the basic chemicals to achieving complex vitamins & many more. Their fight to outgrow commoditized parts of the business goes on.
https://t.co/Wcyhd1s3cQ
5/ GMR Airports: An infrastructure player turned airports operator changing the economics from one end (commoditized, weak cash flow, cyclical, capital intensive) of the business quality spectrum to the other end (Monopoly, Cash cow, Secular, asset-light)
https://t.co/OnWWuyFXoX
6/ Indiabulls RE: A real estate developer with a ton of land & half-baked properties. Can the change in promoters (Embassy) bring positive optionalities to this business or many more skeletons out in the open? Variant perceptions are being discussed.
https://t.co/1RYrNyI8hl
7/ Likhitha Infra: An oil & gas infrastructure player which brings nothing unique to the table other than delivering on time, strong financial muscles & powerful tailwinds which reflect on the giant order book.
https://t.co/UJwcUboaGh
8/ EPL: A packaging company that has a certain level of global dominance with strong economics. Will the Blackstone appointed management, bring in the evolution (gain in market share+ foray into newer segments) that the market is not currently pricing in?
https://t.co/k4TfYFJJIR
9/ Excel Industries: A specialty chemical company where potential risks (one of the molecules being banned) & high cyclicality makes it trade at throwaway valuations. Not much else to say as information is scarce. https://t.co/pTUAkdAG11
10/ Petronet LNG: An oil & gas logistics company, with a stronghold on the LNG supply chain & riding the tailwinds of increased exports owning to weak domestic production. Their fight is with themselves as the leadership seems to be all over the place.
https://t.co/hEkmSBIiLN
11/ Natco: A Pharmaceutical company with a DNA of taking oversized decadal bets showcasing capacity to suffer, with a seasoned R&D team & a spirited leader at the top.
https://t.co/ZXNWORKIEJ
12/ IRFC: A financier specifically dedicated to the Indian Railways & adjacencies by law, growing at a pace even envied by the best banks in India with zero NPAs. 'Where is the ROE going?' & 'What if the government loses its mind?' are the key questions.
https://t.co/uSEXQQQ6Ov

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"I really want to break into Product Management"

make products.

"If only someone would tell me how I can get a startup to notice me."

Make Products.

"I guess it's impossible and I'll never break into the industry."

MAKE PRODUCTS.

Courtesy of @edbrisson's wonderful thread on breaking into comics –
https://t.co/TgNblNSCBj – here is why the same applies to Product Management, too.


There is no better way of learning the craft of product, or proving your potential to employers, than just doing it.

You do not need anybody's permission. We don't have diplomas, nor doctorates. We can barely agree on a single standard of what a Product Manager is supposed to do.

But – there is at least one blindingly obvious industry consensus – a Product Manager makes Products.

And they don't need to be kept at the exact right temperature, given endless resource, or carefully protected in order to do this.

They find their own way.