BC TRADING
Saved by @Alex1Powell

Indian Investing Conclave Day 1 @IIC_2020

:Route Mobile
:Philip Carbon Black
:Borosil Ltd
:Arvind Ltd
:Hawkins Cooker
:Repco Homes
:Shaily Engineering Plastics

 Route Mobile @ravidharamshi77

Investment Hypothesis in CPaaS companies

:Crossed the technology adoption chasm
:Huge addressable opportunity - Industry growth estimates 30-50%
:Profitable Unit Economics, Cash Generating, Incremental Cost Low

CPaaS growing at 40%
Route Mobile

:Applications served by route mobile - Facebook, Instagram, Whatsapp, Google Pay to name a few
:Route mobile platform used for : 2 factor authentication, Notification for customer engagement across portfolio of apps
Route Mobile Key points

:Scaled upto 1200cr of revenue from internal accruals
:Huge runway for growth
:Multi geography and Omni-Channel presence
:Cash available for M&A
:Scope of margin improvement
:Demonstrated ability to move up the value scale
Philips Carbon Black @sarkaraniruddha

:Indias largest carbon black manufacturer
:Where is carbon black used, Tyre Rubber(73%), Non Tyre Rubber (20%), Non Rubber Speciality Carbon (7%)

Industry Size & Capacity Addition
1.3 Million Tonnes capacity and PCB has 43% market share
Speciality Carbon : Joker in the Pack

:Launched 40 grades of speciality carbon
:FY 16 Sales : 4825 MT, FY 20 Sales : 19,378 MT
:Diversified Application : Consumer appliances, Packaging Industry, Food Packaging, Agriculture Pipes, Construction Pipes, Construction pipes
Innovation & Customer needs

:Company has spent 40cr over the last 3 years on R&D
:Company having almost all tyre companies in India as their customers
:Almost all major tyre companies to increase capacities over next 2-3 years
Borosil Ltd - Hitesh K (Aksa Capital)

Segments
:Glass & Microwave (Market Size 5.5 Bn, Growth 10%)
:Storageware (Market Size 7Bn, Growth 15%)
:Opalware (Market Sie 6Bn, Growth 15-20%)
:Kitchen Appliance (Market Size 90 Bn, Growth 10%)
:Cookware (Market Size 40 Bn, Growth 20%)
Scientific Segment : Huge Growth Scope

:Acquired Klasspack to leverage its reach with pharma companies & expand its glass expertise into everyday consumables
:Total Addressable Market Size : 10,000 cr

Borosil Vs Glassco (Laboratoryware)
Borosil Vs Competitors
Borosil Ltd Investment Thesis

:Leveraging on strong brand equity
:Protected its leadership in glassware segment
:Consistently expanding its products outside glassware
:Pharma Packaging is set for substantial growth
Hawkins @GreenEdgeWealth

Size of Opportunity
:Kitchenware market size : 15000 cr
:Hawkins addressable market size : 2500 cr, growing at 6%

Entry Barriers
:Duopoly market in cooker
:High supply chain costs
:New entrant to fight on pricing with higher costs and working capital
Long term demand drivers
:Introduction of LPG (Ujjwala Yojana)
:Nuclearization of families
:New product launches

Hawkins Vs TTK Prestige
Arvind Ltd

Business Segment

:Textiles - Denim, woven, voiles
:Technical Textile - Advanced Material Division
:Waste water treatment (Through Arvind Envisol)
:Suitings, Shirting etc.
Advanced materials Division (AMD)

:Demand for advance material growing at 10% CAGR
:Exports constitutes of 50% of total AM revenue
:Targeting to reach sales of 2500 cr in AMD by FY24/25
:Huge potential to generate valuable IP and has great domestic and export growth potential
Growth Drivers
:Domestically textile is expected to grow at 8-10% over next 5 years
:Rapid shift to branded apparels in India
:Possible textile orders from clients moving out of china

Revenue Segment
Repco Homes @MaximalCapital

Lending nature
:Affordable HFC (12 l ticket size)
:50% are non salaried
:Lending rates in double digit
:Location : Small towns and outskirts
Investment Rationale
:Best in class RoE player with PSU valuations
:Available at extremely cheap valuations
:New CEO is focused on minting balance between risks and growth

Valuation Study
Shaily Engineering Plastics Ltd.

Investment Rationale
:China +1 opportunity for growth on new verticals
:Introduction of new products - Complex polymers, Steel Furniture, Mixed Material
:Company seeking new growth areas with higher margin
:Pharma Packaging, Pharma Device
Revenue can grow substantially over next 3-4 years
:Pharma devices division can grow 2-3 x FY20
:Toys could be as big as their home furnishing segment over the next few years
:Signed 2of3 largest toy companies globally who are sourcing usd 4bn from china

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OK, I guess I have a thing to say about the stock market. I have done kind of what these Reddit folks are doing with it, in that I have invested in the stock market when I was not at all rich, using parts of my paycheck that it probably wasn't wise to risk. I don't now. (thread)

But, like, it worked out okay for me. I even shorted some stuff. I didn't coordinate with anyone or whatever, but I don't think on the individual level the stock market is *inherently* malicious. If you're privileged, you're going to be exposed to it (through 401ks, etc.)

And I don't think it's wrong for people to try to make money off of it outside of the 401k/retirement context that's socially normal, *especially* if they're desperate like I was. There *are* strategies that you can use that, while risky, aren't exactly like gambling

Like, gambling is risky in a different way. You are always working with a fairly consistent set of probabilities in gambling, and they're never in your favor (outside of grey area gambling like between friends, where you could hypothetically actually still card count)

Anyway, like, on shorts: I don't think they're evil. I think they're dangerous. For an individual, a short always carries a small risk of individual bankruptcy. There's USUALLY not even a huge upside to them; they're not mystical or magical, they're basically reverse "longs"
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SPACVet
SPACVet
@SpacVet
My number 1 stock pick for 2021 is: Pine Island Acquisition Corp.

$PIPP

Let me break down why I think this will be THE SPAC of 2021. 👇

TL:DR – the management team is loaded with President Biden’s closest friends and advisors. No other SPAC has this level of access.

$PIPP company overview:

-focused on defense, government service & aerospace
-perfect focus when you consider who is on their Management Team


$PIPP Management

-here's where it gets EXCITING
-founded by John Thain (ex Merrill Lynch CEO and Uber director)
-then STACKED with veteran Government and Administration key figures


$PIPP Insane Management Connections

-the list of PIPP "DC Partners" includes:

-- President Biden's pick for Secretary of State (Tony Blinken)
-- President Biden's pick for Secretary of Defense (Gen. Lloyd Austin).


$PIPP - The Joe Biden Connection

- Tony Blinken and President Biden are close allies.
- Blinken has been an advisor to Biden for decades
- Blinken set to be appointed Sec. of State
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Trader knight
@Traderknight007
A thread on Pyramiding-


What is pyramiding?

In pyramiding we add on to a position when it is going in our direction. Its basically opposite of averaging down.

MOMENTUM - Success of a pyramiding trade depend on this ingredient, the more the momentum the better pyramiding.


There are many way to enter and exit in a stock-

1. ALL IN - ALL OUT
2. ALL IN - SCALE OUT
3. SCALE IN - SCALE OUT
4. SCALE IN - ALL OUT ( I use this one)

Why traders use Pyramiding ?

More than anything what pyramiding do is keep your losers small and your winners - Big.

Pyramiding in my view keeps your dd smaller as your losers are very small because you enters with only a fraction of what you would have entered Normally.

BUT, not necessarily it should be more profitable than ALL IN- ALL OUT, Where one enters all at once and sell all at once.

HOW TO DO PYRAMIDING-

There are various methods which are used by traders for pyramiding ,while keeping the basic concept of adding onto the strength.

1. PYRAMIDING AND TRAILING BASED UPON STRUCTURE-

In this method we scale in or pyramid the qty when the stock breaks above
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Yash Mehta
Yash Mehta
@YMehta_
Option Trading is very difficult to master as there are so many things to understand.

Here is a master thread related that will help a beginner to understand about Options Trading.

A complete course worth Rs 50K for free.

1/ A detailed thread on basics of Option Greeks and how it impacts Options


2/ Basic Option Trading Strategies:

There are many option strategies to trade. But keeping your strategy simple is the key.

In this thread, all the basic option trading strategies are being


3/ What are the things that you should look at before taking any Option


4/ Is Option Selling Possible with Rs 1 Lakh Capital?

Even a beginner can start trading in option selling with capital as low as Rs 1 Lakh.

What are the techniques one can use and how to mitigate the infinite loss risk is shared in this
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@niki_poojary
We have shared a lot of threads exclusively on Subasish Pani in the past year.

As this year comes to an end, here are the 11 most powerful threads on Subasish Pani exclusively compiled for you all.

Collborated with @AdityaTodmal

1/ Important concepts from Power of Stocks - Subasish


2/ Important concepts with video links of Subasish


3/ The 5 EMA


4/ The Bollinger Band set-
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Batman does this by permanently recapitulating his own trauma: solving crimes for other people, protecting them. But that's actually just the beginning; he also recapitulates his own experience of orphanness by essentially raising several orphans

Dick is an orphan in the traditional sense: dead parents. Batman sees it happen. Jason, less so: missing dad, known mom who eventually dies. Tim, even less so: parents are around a while, and involved, before both dying. Carrie, even less than that: negligent parents.

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Your Most PRECIOUS Currencies:

-Energy

-Time

-Attention

-Trust

-Love

-Loyalty

-Respect

Only give these currencies to high value people. Never spend these currencies on low value shitheads eg: trolls, weasels, snakes, naysayers etc.

'Wait, I thought money was the most important currency?'

Nah.

Once you adopt abundance mentality, you realize their is no shortage of money.

Making the dollars your most important currency will have you leading an empty life.

Time to flip your perspective.

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▪Energy

When you strip yourself to the core, you are an emotional creature.

Emotions are your internal worlds energy.

Harnessing that energy is crucial for leveraging yourself to obtain whatever you want.

You have a finite amount everyday, so spend it wisely.

▪Time

A second that is lost will never be returned.

You start valuing the hell out of this currency the more you mature.

As the years start adding up, you realize time is precious.

You must always have a scarcity mindset towards time.

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So friends here is the thread on the recommended pathway for new entrants in the stock market.

Here I will share what I believe are essentials for anybody who is interested in stock markets and the resources to learn them, its from my experience and by no means exhaustive..

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Even those who are more inclined towards fundamental side can also benefit from Dow theory, as it can hint start & end of Bull/Bear runs thereby indication entry and exits.


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Please please please take your cyber security seriously even if you don’t consider yourself a high risk person. Here are a few easy things to start with. 1/n

Switch from WhatsApp to Signal and enable disappearing messages. Most of us cannot stop using WhatsApp entirely but at least turn off back ups to Google Drive or iCloud. 2/n

Do not have private conversations using the messaging service on any social media platform like Facebook, Instagram or Twitter. 3/n

Switch from Gmail to ProtonMail or any other secure email service provider. 4/n


Switch from Google Docs to CryptPad or RiseUp Pad.
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