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Tijori @Tijori1

Alternate Data on Companies and their Supply Chains tijorifinance.com Joined December 2018
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Tijori @Tijori1

7 hours ago

Electricity Shortage In India by year 2001 ~11.8% 2015 ~3.2% 2021 ~0.4% 2022 ~1.2%

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Zerodha @zerodhaonline

2 days ago

You no longer have to track multiple websites to check quarterly results for the stocks you hold. You can now get all the updates right on Console Timeline powered by @Tijori1. Timeline is a chronological feed of key events and developments related to the stocks in your…

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Tijori @Tijori1

2 days ago

Infrastructure - Of all the companies in the sector , here is the subset which have consitently high ROCE Have filtered on ROCE consistently > 18%, which is rare for this space. We found 16 companies

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Tijori @Tijori1

3 days ago

Biocon has made more investment in plants and machinery than Sun Pharma But Market cap of Biocon is not even 1/10th of Sun Pharma Net Block Biocon ~34634 Crs, Sun Pharma ~ 27892 Crs Market Cap Biocon 33,568 Crs, Sun Pharma 3,56,001 Crs

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Tijori @Tijori1

a week ago

Ami Organics Ashish Kacholia has decreased his holdings in the company

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Tijori @Tijori1

a week ago

In the power sector capex theme, we looked for companies across Generation Transmission and Distribution Cables & Wires AND Consistently high ROCE > 20% We found only 14 companies

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Tijori @Tijori1

2 weeks ago

Companies which get a decent chunk of revenue from transformers. Transformers will get a sizeable amount from India's infra budget Company name and mcap Voltamp tranformers ~9843 Crs Transformers & Rectifiers ~8153 Crs Shilchar Technologies ~3901 Crs Bharat Bijlee ~3613 Crs…

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Tijori @Tijori1

2 weeks ago

Total spend by government on infra in the next five years will be appx $750B This is more than how much has been spent on infra in India in the last 77 years cumulatively Might be too big a theme to ignore Source: Abakkus

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Tijori @Tijori1

2 weeks ago

Commercial Real Estate has a huge runway to grow Whole of India has ~800 million square feet of Grade A office But, just Manhattan in New York has ~700 million square feet of similar quality office space

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Tijori @Tijori1

2 weeks ago

Just realized - DMart started producing positive free cash flow only in 2023 Came as a suprise to us!

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Tijori @Tijori1

2 weeks ago

PhonePe has ~50% marketshare in UPI. But exactly how big is that ? PhonePe is now of similar size to PayPal and Amex All are at ~$1500B payment volumes per year. And is only a matter of time before it overtakes them. Next competitor to overtake is Mastercard, which is currently…

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Tijori @Tijori1

2 weeks ago

If you do fund flow analysis of Entero, biggest source of funds are short term borrowings. In fact interest expenses are greater than operating profit. Also, most of the funds have been converted to receivables Investors should keep in mind these risks

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CNBC-TV18 @CNBCTV18Live

2 weeks ago

If you do fund flow analysis of Entero, biggest source of funds are short term borrowings. In fact interest expenses are greater than operating profit. Also, most of the funds have been converted to receivables Investors should keep in mind these risks https://t.co/lD5GHpbfU0

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Tijori @Tijori1

2 years ago

Some micro real estate companies have value of land bank > 5X market cap. Prozone has RD Damani and RJ as investors Prozone Intu - Mcap 470Cr - Land Bank value is 4056Cr Arvind Smartspaces - 923Cr - Land Bank value 6000Cr Arihant Super - 723Cr - Land Bank value 3300Cr

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Tijori @Tijori1

3 weeks ago

Stock Price 10yr CAGR of the three major banks as on today ICICI Bank ~17% HDFC Bank ~15.4% SBI ~14.4% In the long run, SBI has more or less caught up OR HDFC out performance is overdue!

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