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Global Consilient Research

@Gconsilient

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🌏Equity Investing Wisdom: Educating Investors through In-depth & Prudent Research | GCR Global Intelligence Lab

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@Gconsilient
Global Consilient Research
3 months
🤯Learn Equity Research for free!!! 🧮Become a business analyst with our free equity research course on YouTube! 😋Here's a small glimpse of our YouTube course!
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@Gconsilient
Global Consilient Research
1 month
Some interesting learnings of the day about Copper! [1] The global demand for copper at any point in time indicates the economic well being of the countries [2] Global green energy transition is all set to double the copper demand growth by 2030 [3] The copper production
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@Gconsilient
Global Consilient Research
7 months
📑Coverage on Permanent Magnets Ltd 🔩Co' that supplied internal parts & components to ISRO's Aditya L1 & Chandrayan Mission 🔌A smart meter theme beneficiary & much more 💰A business thread & professional 1 pager equity research report Let's go! 🧵
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@Gconsilient
Global Consilient Research
1 month
🧑‍🎓Straight from our Microcap Research Desk: 💰A few microcap stocks under ₹500 Crore Market Cap which have posted strong Q4 results & are super strong fundamentally! 👇Let's go!
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@Gconsilient
Global Consilient Research
2 months
A few Microcaps under our radar that can become huge in the coming years Here's the screen we used to find them ✅Market Cap > 50 ✅Market Cap < 1000 ✅Profit growth 3Years > 20 ✅Price to Earning <25 ✅Sales growth 3Years >20 ✅Return over 1year > 100 ✅Average ROE 3Years > 15
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@Gconsilient
Global Consilient Research
8 months
Forensic accounting checks before investing are super crucial! Here are a few checks before investing! PS: From diamonds in the dust by Saurabh Mukherjea
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@Gconsilient
Global Consilient Research
7 months
📄How to prepare such advanced level Equity Research! 👉And how exactly to research businesses? 👇Here's everything you need to know!
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@Gconsilient
Global Consilient Research
6 months
🤑Top Equity Research firms pay their beginner analysts somewhere around ₹15LPA in salary packages 🤡But Beginners really have no idea how to learn equity research without spending thousands of rupees! 😎That's why we brought our free full length course 👇(More than 10 Hours)
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@Gconsilient
Global Consilient Research
7 months
Analysing all the players in Cables Industries with ROCE more than 12% 👉The second company under our coverage: Polycab Industries 👉One of the most dominant players in Wires & Cables 🧵🧵🧵🧵
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@Gconsilient
Global Consilient Research
2 months
A short primer on the Semiconductor Industry in India and how to pick some proxies out of it A thread that every Bullish investor should read! 🧵
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@Gconsilient
Global Consilient Research
3 months
🚀We ran a Quality Screen with the following parameters to screen out top quality stocks in Microcap Space Here's the screen: ✅Market Capitalization > 50 ✅Market Capitalization < 1000 ✅Profit growth 3Years > 20 ✅Price to Earning <25 ✅Sales growth 3Years >20 ✅Return over
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@Gconsilient
Global Consilient Research
5 months
😼Do you have what it takes to be a successful analyst? 👉If you want to break into Equity Research & Finance as a serious career 📈Then do not miss this post at any cost! 👇A complete 4 month roadmap for Equity Research Enthusiasts! 🧵🧵🧵🧵
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@Gconsilient
Global Consilient Research
7 months
📄Analysing all the players in Cables Industries with ROCE more than 12% 👉The first company under our coverage: KEI Industries ✅One of the most dominant players in Wires & Cables 👇Here's our one pager Equity research report & business analysis thread! 🧵🧵🧵🧵
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@Gconsilient
Global Consilient Research
4 months
Just read the concalls and create a competitive advantage for yourself!
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@Gconsilient
Global Consilient Research
4 months
@aviralbhat Show us a more useless comparison than this and we will wait! :-)
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@Gconsilient
Global Consilient Research
7 months
🧩Business Analysis Series 🍟 #1 : Analysing FMCG Businesses 📖This thread will make you a pro in understanding FMCG businesses! 📑A must read thread for every serious business analyst! Let's go! 🧵
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@Gconsilient
Global Consilient Research
2 months
What drives revenues? There are only 3 drivers of revenue growth for every business! [1] Portfolio Momentum The most preferred and best way to grow revenues! The organic way! — [2] Market Size performance The growth in the market share of the business in a particular segment
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@Gconsilient
Global Consilient Research
6 months
💁‍♂️Meeting the man who once managed more than ₹1,00,000 Crores, Mr Prashant Jain founder & CIO of 3P Investment Managers, the former CIO at HDFC Mutual Fund 👔We met him at one of the CFA Society India conferences in September 👇Here's a snapshot of his professional journey
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@Gconsilient
Global Consilient Research
3 months
🏥The Hospital Sector in India is all set to grow in double digits over the next few years! 🔬One of the proxies of this sector is the Medical Equipment Manufacturers! Here are 5 Companies & their business analysis that are engaged in this sector! 🧵
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@Gconsilient
Global Consilient Research
2 months
🇮🇳A direct proxy to the growth in India's Wealth Management Industry 💰As India's financial landscape evolves, Anand Rathi Wealth Ltd stands out with its comprehensive wealth management services 🧵This thread will dive into their strategies, financial performance, and
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@Gconsilient
Global Consilient Research
7 months
👨‍🏫Professor @AswathDamodaran is considered as the dean of valuation! 🥳He provides free valuation classes on valuation on YouTube 👇Here are a few of his Investing lectures that you must watch A thread 🧵
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@Gconsilient
Global Consilient Research
5 months
How to identify multi baggers among the 7000+ listed stocks on Indian bourses? Well, we just made your work easier! This excel file contains more than 30 stocks that can potentially turn into multi-baggers in 2024 How to receive it? Simply comment “Yes” below and repost it
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@Gconsilient
Global Consilient Research
15 days
🧮The only thread you need to understand the most important ratio in Value Investing! 🧠A detailed explanation with a simple example! 🧵[Bookmark this]
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@Gconsilient
Global Consilient Research
7 months
🧠Charlie Munger's legacy lives on! 🙌Here are a few of his lectures that will give you some serious wisdom on investing & life A thread 🧵🧵🧵🧵
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@Gconsilient
Global Consilient Research
2 months
💰The Wealth Management industry in India is one of the few industry which is silently growing at double digit growth rate! 👇Let's explore this industry and see how to benefit from this growth 🧵
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@Gconsilient
Global Consilient Research
7 months
🤥We always struggled with Equity Research as a beginner 🙌But this 5 step framework changed our equity research & valuation process entirely 👇A step by step method for Equity Research for beginners 🧵🧵🧵🧵
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@Gconsilient
Global Consilient Research
7 months
@RVCJ_FB Cricket World cup 2023 final
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@Gconsilient
Global Consilient Research
7 months
How do we manage our Portfolio at @Gconsilient ? Do we keep logging in & out of our account? The answer is a big NO! We simply look at our advanced portfolio dashboard that we have created in Excel This portfolio keeps everything updated in real time Yes, no need to look at
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@Gconsilient
Global Consilient Research
3 months
🚀Everybody talks about the Coffee Can Portfolio and finding Consistent Compounders! 🧠So, we ran a custom made coffee can screen and found out a few interesting names! Here's the screen: ✅Market Capitalization > 1000 ✅Sales growth 10Years > 10 ✅Profit growth 10Years > 10
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@Gconsilient
Global Consilient Research
5 months
👉How do you read an entire Annual Report if you have never read one? 📌It's by using our Annual Report tool, which has helped almost 100+ students read their first ever annual report on LinkedIn How do you receive it? Simply ✅Like & repost this ✅And comment "Annual Report"
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@Gconsilient
Global Consilient Research
2 months
⛓️Understanding the value chain of an entire industry is super crucial! 💰So, here's the value chain of the entire Capital Markets Industry A thread that will help you in finding proxies of a multi decadal theme 🧵
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@Gconsilient
Global Consilient Research
3 months
📖We read McKinsey Valuation & Damodaran's Investment Valuation book cover to cover, here are my learnings! A thread🧵
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@Gconsilient
Global Consilient Research
1 year
@Akshat_World It's a sad state of affairs in every part of India!
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@Gconsilient
Global Consilient Research
2 months
A detailed research report on Shakti Pumps You can read the research report here:
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@Gconsilient
Global Consilient Research
5 months
😼Here's why understanding Ratio Analysis is super important for you as an aspiring analyst And, there are 3 main ratios that you need to learn about 🔹ROIC 🔹ROCE 🔹ROE 👇Let's breakdown each of us using practical examples! 🧵🧵🧵🧵
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@Gconsilient
Global Consilient Research
5 months
📈How do you pick those Potential multi-bagger stocks like a pro? 🧪Is there a hard science behind it? ❌The answer is a "Big No" 🧠There's no science behind it, but it requires a great deal of judgement & understanding of business fundamentals So, let's see 3 things/signs of
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@Gconsilient
Global Consilient Research
3 months
📃A list of 10 Quality Stocks with ✅More than 20% Sales Growth over the last 3 years & ✅Return on Invested Capital more than 15% 👇Here's the complete list! 🧵🧵
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@Gconsilient
Global Consilient Research
7 months
🤑Once Jim Rogers was travelling in a plane & he coincidentally sat besides a famous investor, the advise he gave to Jim changed his life! 🧠It was this: If you read annual reports, then you'd know more about the Co. than 90% of the people 👇So, here's how to read one 🧵
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@Gconsilient
Global Consilient Research
25 days
👨‍🎓Equity Gurukul by GCR: Understanding Free Cashflow And the two faces of Free Cashflow: Free Cashflow to Equity & Free Cashflow to Firm 👇Let's decode them both! [Bookmark this]
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@Gconsilient
Global Consilient Research
4 months
📈Here's why understanding the ROIC & ROIIC is super important for equity investors A thread that will teach you the most important concept in finance! 🧵🧵🧵🧵
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@Gconsilient
Global Consilient Research
7 months
📄Initiating coverage on Ksolves India ltd! 💰The company that tripled its investors money in a matter of months 🧠One pager report 👇Here's the analysis 🧵🧵🧵🧵
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@Gconsilient
Global Consilient Research
7 months
At a tender age of 10, his father died a painful death from cancer, leaving behind his mother & him alone! 40 years later this 10Y old boy becomes world's greatest mutual fund manager His name? Peter Lynch 👇Here's his untold story & hidden writings (FREE BONUS IN THE END) 🧵
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@Gconsilient
Global Consilient Research
6 months
Reading a credit report is absolutely crucial before investing in a business It teaches you important things about a business such as: 1. Risks in a business 2. Industry structure 3. Competitive Analysis 4. Ratio analysis 5. Cost of debt calculation and much more So, before
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@Gconsilient
Global Consilient Research
7 months
😅How to identify potential multi-baggers among the 7000+ listed stocks on Indian bourses? 👨‍🏫Well, we just made your work easier! 📑This stock list contains the potential multi-baggers! 🤑Here's how this list is compiled 👇A thread 🧵🧵🧵🧵
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@Gconsilient
Global Consilient Research
8 months
🤯Learn Equity Research for free!!! 🧮Become a business analyst with our free equity research course on YouTube! 😋Here's a small glimpse of our YouTube course!
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@Gconsilient
Global Consilient Research
6 months
🎁A Mega Combo Giveaway!! 👉1st Giveaway • Mr Raamdeo Agrawal of Motilal Oswal writes a wealth creation report every year & he has been writing them from the last 27 years! • Now we have compiled all of them in one single doc, so you no need to find each of them
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@Gconsilient
Global Consilient Research
7 months
Studying the entire Wires & Cables sector! Will release Polycab India's one page research report tomorrow with a detailed business analysis! So, follow @Gconsilient & hit the bell icon! #businessanalysis
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@Gconsilient
Global Consilient Research
4 months
Professor Aswath Damodaran is the dean of valuation But he teaches Investing as well as accounting on his YouTube channel! Here are his accounting classes! 🧵
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@Gconsilient
Global Consilient Research
11 months
@Akshat_World Right mindset to have! Clearly, most people do not understand what being in the top 1% of India means! They think you have to earn 100s of crores to get there!
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@Gconsilient
Global Consilient Research
2 months
💰From our Microcap Research Desk: 📄A few potential Microcaps that have given solid returns and can give even bigger returns in the coming years 👇Save this for studying purposes and read till the end to get the screen as well for finding such stocks [Bookmark this]
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@Gconsilient
Global Consilient Research
1 year
@honest_dolt @BahlKanan Everything in this world is about skills be it any sport or any other profession!
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@Gconsilient
Global Consilient Research
7 months
📑Initiating our coverage on Kaynes Technology India ltd 💯One of the main players in the EMS space, which is growing at 35%+ every year 👇A one page equity research report & a business analysis thread 🧵🧵🧵🧵
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@Gconsilient
Global Consilient Research
3 months
A thread on Business Valuation and how to value any business without spending ₹15,00,000 MBA in Finance! 🧵
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@Gconsilient
Global Consilient Research
1 month
20 Balance sheets a day 10 Concalls a day Do this for 1 year and you will be ahead of 99% of the people on Dalal Street
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@Gconsilient
Global Consilient Research
2 months
Here’s a checklist for you to find quality potential multibagger stocks!! [1] High Sales growth (Organic) [2] High Profit growth [3] Expanding PAT Margins [4] Low starting Valuations [5] CFO/PAT more than 70% [6] High ROE & preferably from expanding margins and less from
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@Gconsilient
Global Consilient Research
3 months
The Equity Research Team at Global Consilient Research has completed the Sectoral Report on Footwear Sector in India And we will release the Individual company's reports too! Here's a snapshot of the sectoral report! 👇Find the PDF link in the next tweet!
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@Gconsilient
Global Consilient Research
7 months
📄Initiating Coverage on Salzer Electronics ltd 🔩The pioneers in switchgear & wires manufacturing 💰A one pager equity research report & business analysis 🧵🧵🧵🧵 👉Business Overview ✅Mkt Cap ~ ₹612Cr ✅CMP ~ ₹367/- ✅P/E ~ 16x ✅ROE ~ 9.7%
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@Gconsilient
Global Consilient Research
4 months
A primer on Discounted Cashflow Valuation & free course on DCF valuation! 🧵
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@Gconsilient
Global Consilient Research
2 months
This company "Techknowgreen Solutions" came on our radar all thanks to @Aditya_joshi12 & @sovrennofficial And we have prepared a detailed 8 pager comprehensive Equity Research Report as well on this company 👇Get the report in the next tweet!
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@Gconsilient
Global Consilient Research
4 months
Top Equity Research firms pay an average of ₹10 LPA as a starting package to their analysts But most don’t know how to break into the Equity Research roles This thread is your saviour! 🧵
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@Gconsilient
Global Consilient Research
3 months
🏦This is a Professional Equity Research Report prepared by one of our student who is now interning as an Equity Research Analysts focused on the Indian Equities 🫰We will teach you Investing, Equity Research & Valuation like no other! 👇So, here's our Business Analysis on
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@Gconsilient
Global Consilient Research
7 months
🧠Analysing finolex cables while our founder & head of research travels to LinkedIn Creator summit in Jalandhar! Will update the further coverage on the cable industry tomorrow! Next in line 1. Polycab 2. Finolex Hit the follow button so you don't miss any research from us!
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@Gconsilient
Global Consilient Research
3 months
10 Quality Stocks that are showing: ✅3Y average Sales Growth of more than 15% ✅Operating Margin Expansion ✅ROE > 15% ✅Market Cap less than ₹2000Cr 👇Here's the full list of some quality stocks: 👉We will share the screener link as well in the end! 🧵
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@Gconsilient
Global Consilient Research
4 months
A primer on Return on Invested Capital (ROIC) Read!
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@Gconsilient
Global Consilient Research
7 months
Conducted a session for Institute of Information Technology & Management on Business Analysis & Equity Research A wonderful day for sure!
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@Gconsilient
Global Consilient Research
7 months
The actual in-depth analysis is a pretty extensive one, but here's what to look for in FMCG businesses!
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@Gconsilient
Global Consilient Research
9 months
🏭 Business Analysis series #1 : Analysing Hospital Businesses! 📖 This thread will teach you how to analyze hospitals like a pro fund manager! 📑 You seriously don't want to miss this thread!! Let's go 🧵
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@Gconsilient
Global Consilient Research
4 months
🧮Evaluating a company's accounting quality is crucial before investing! 🙆‍♂️So, let's understand how to check for the accounting quality in companies 👇A thread 🧵🧵🧵🧵
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@Gconsilient
Global Consilient Research
1 month
📊We did a comprehensive Common Size Analysis of the Balance Sheet of Polycab India Ltd. And here are our key findings👇 [Bookmark this]🧵
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@Gconsilient
Global Consilient Research
13 days
👨‍🎓Which is the most commonly asked question to me by Equity Research Students?? 👉It's simply this: "How to form an Investment thesis after we have done analyzing the numbers and studying the annual reports, concalls & credit reports?" 👇And, today I'm going to answer it once
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@Gconsilient
Global Consilient Research
6 months
👇The 4th Co. under wires & Cables industry analysis! 💁‍♂️Yesterday we did some analysis on Dynamic Cables Limited, the Co. that supplies electric cables to Delhi Metro Rail Corporation Ltd. 📍Here's the complete business analysis • But before we jump into it, here's our
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@Gconsilient
Global Consilient Research
3 months
If you are an absolute beginner in Finance/Equity Research/Investing Then do not miss this thread This will give you a 8 Week step by step framework to learn things from scratch! 🧵
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@Gconsilient
Global Consilient Research
3 months
🏦Many Institutes charge more than ₹20,000 to teach Equity Research And their courses don't even cover the basics of what our course covers for free on YouTube! Here's the full playlist! 🧵
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@Gconsilient
Global Consilient Research
3 months
@DealsDhamaka You don’t need to get it!
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@Gconsilient
Global Consilient Research
5 months
📈Every Multi-bagger stock has 3 phases: 🔹Beginning Phase 🔹Advancement Phase 🔹Decline/mature Phase 👉Understanding both is crucial to pick them like a pro 👇Here's a primer on the beginning phase of a multi-bagger 🧵🧵🧵🧵
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@Gconsilient
Global Consilient Research
1 year
One of the finest articles written by @dhirendra_vr of @ValueResearch Profit is everything!
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@Gconsilient
Global Consilient Research
15 days
This thread will teach you Equity Research & Investing from A to Z A complete step by step 10 hour+ course on our YouTube Channel! [Bookmark this] 🧵
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@Gconsilient
Global Consilient Research
2 months
Cupid ltd., the manufacturers of sexual wellness products just released its Q4 results 👇Here is everything you need to know! 🧵
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@Gconsilient
Global Consilient Research
7 months
Breaking news from SEBI: T+0 settlement system to be implemented in India with Instantaneous settlement as well! This is a huge move by SEBI to make our capital markets less cumbersome & more efficient! This will surely put India ahead of its global counterparts! Follow
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@Gconsilient
Global Consilient Research
1 month
Use this checklist to pick quality Common Stocks in India🇮🇳 [1] Quality Measures - ROE & ROCE more than 25% - Sales growth more than 15% for the last 3 years - Margin (Should be stable & expansion is also preferable) - Net margin should be within industry average or should be
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@Gconsilient
Global Consilient Research
7 months
Throwback to the day when our founder & head of research met @Gautam__Baid and got the signed copies of both of his books What a day that was! #joysofcompounding #valueinvestor
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@Gconsilient
Global Consilient Research
5 months
🧮While everyone is busy talking about the Polycab Case, here's a microcap company in Wires & Cables industry that is growing with leaps & bounds! 💰Here's the 5th Co. in our analysis of the entire sector: V Marc India Ltd 👇Here's a business analysis & an 8 pager in-depth
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@Gconsilient
Global Consilient Research
1 year
We read “The big bull of Dalal Street”, the story of late Rakesh jhunjhunwala ji By @aditya_kondawar @ActusDei @apri_sharma A wonderful book indeed! Thank you for this gem!
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@Gconsilient
Global Consilient Research
3 months
😳Big News: Union Transport Minister Nitin Gadkari announces the end of current toll system He announces to introduce a new satellite-based toll collection system. Money will be deducted directly from bank accounts based on road usage, saving time and money for travelers
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@Gconsilient
Global Consilient Research
15 days
🧮Here's how to understand Stock Investing Valuation in the simplest language! 👦Even a 15 year old can understand it! [Bookmark this] 👇🧵
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@Gconsilient
Global Consilient Research
1 month
Worth reading over and over again! A great excerpt from Joys of compounding by @Gautam__Baid Be a learning machine!
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@Gconsilient
Global Consilient Research
3 months
An excerpt from Saurabh Mukherjea’s book “Diamonds in the dust” on few forensic accounting ratios that we can use!
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@Gconsilient
Global Consilient Research
4 months
Terry Smith follows a quality Investing approach He advises investors to • Buy great Businesses • Don’t overpay • Do nothing But what exactly is Quality Investment Approach? Here’s a short thread on it 🧵
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@Gconsilient
Global Consilient Research
7 months
Just before his demise, Benjamin Graham, the father of security analysis advised investors to be a passive index fund investors The same advice has been advocated by Buffett as well! What are your views?
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@Gconsilient
Global Consilient Research
5 months
The video is up folks! The framework to pick multi baggers like a pro! Here's the link: Do watch & subscribe!
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@Gconsilient
Global Consilient Research
2 months
A few days back Transformers & Rectifiers released their Q4 results And the results are magnificent Here's everything you need to know! 🧵
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@Gconsilient
Global Consilient Research
15 days
How to value a business like a pro!
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@Gconsilient
Global Consilient Research
3 months
We have done an in depth analysis of the entire footwear sector in India And have analysed all the top ROCE generating players in the industry Detailed thread & research reports coming soon!
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@Gconsilient
Global Consilient Research
7 months
👨‍🏫Some of you really don't know that Aswath Damodaran of @nyuniversity teaches value investing as well! 👉Here is his comprehensive course in valuation with reading material as well 🧵🧵🧵🧵🧵
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@Gconsilient
Global Consilient Research
5 months
💡The Wires & Cables market is all set to grow in leaps & bounds 😼And R R Kabel is one of the main beneficiaries of this Here's a good business analysis of the same! 🧵🧵🧵🧵
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@Gconsilient
Global Consilient Research
1 month
Waaree Renewables Tech won the following projects in Quarter 4 🔹980 MWp Ground Mounted solar power project 🔹450 MWp Ground Mounted solar power project 🔹412 MWp Ground Mounted solar power project 🔹4 MWp Ground Mounted solar power project Detailed research report coming today
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@Gconsilient
Global Consilient Research
6 months
Your Library will determine your career, your mental health & your investment returns too! So invest in building a great Library! @InvestmentBook1
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@Gconsilient
Global Consilient Research
4 months
Basics of Equity Research! These are the handwritten notes! And heres the full course!! 🧵
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@Gconsilient
Global Consilient Research
9 months
@Akshat_World Indians get their orgasms from debating on which politician is good & how he will change their life! LOL!
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@Gconsilient
Global Consilient Research
2 months
Here's how to find Microcap multibbagers in the Indian Stock market using screener(dot)in A superb query: Market Capitalization > 50 AND Market Capitalization < 1000 AND Profit growth 3Years > 20 AND Price to Earning <25 AND Sales growth 3Years >20 AND Return over 1year > 100
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