Eden Capital @edencap Twitter profile

Last Seen Profiles

@Josephina691480

@matteo_paoluzzi

@Firefox2115

@ok__odessa

@ph_remco

@glorifyselfmrdr

@excell305

@MARUKANA_sub

@faysaln

@_meanieverse

@hadzuki290410

@Jabari1414

@William44526111

@smr387973147757

@outrokkura

@Dt_Raghad

@m_teemeah

@olivdianareal

@dfo7E2Ur9hLR0XR

@suggaest

@QHUB_

@bokeplokalmalam

@Rovik87138579

@33Wilburn

@bokeplokalmalam

@BinorRaja

@davesbaby_

@zgttars

@meatfactorysuwa

@xovicsilver

@pr3ttyjanelle

@ShimaaAhmed1311

@min_yum

@t_limo_jp

@nightc322

@Tbrown_5

Eden Capital

@edencap

1 year

Marcellus on Trent. It can give returns of 200x from here. Its MCap is Rs 91000 Crs so it can be Rs 1,82,00,000 Crores, 12x RIL Mcap today. There is no other author who can write fiction as good as Saurabh.

68

54

522

Eden Capital

@edencap

3 years

Sachin Bansal’s Navi offers home loans at 6.4% for ticket size range of Rs 20 lakh to Rs 5 crore and for tenures of up to 25 years. But look at this condition on app installation.

38

124

365

Eden Capital

@edencap

1 year

Prashant Jain and Ashwani Kumar is a killer combination. There is so much investing wisdom (with a focus on building the nation's capability) between these 2 people that you can't think of. Sailesh Raj Bhan is the only other person who fits in to this category.

6

14

97

Eden Capital

@edencap

3 years

Commodities: the Chinese real estate exposure

2

13

84

Eden Capital

@edencap

2 years

LOL Forward: "Science proves that you can reach your destination faster on a potholed road. And BMC always knew this" Thanks for the person who selected this video and thought of linking it with our roads quality :))

4

5

84

Eden Capital

@edencap

2 years

This is the best news I have heard for Nippon MF unit investors for some time. He is the smartest Fund Manager (now CIO) I have ever met. Congratulations Sailesh Sir. He deserved this long back.

CNBC-TV18

@CNBCTV18Live

2 years

Sailesh Bhan appointed CIO - Equity at Nippon India Mutual Fund effective January 1, 2023

2

9

101

0

2

54

Eden Capital

@edencap

1 year

One error in the post. I was so overwhelmed by the number that I missed a Zero in 2000x. It is now 120x of RIL today's Mcap. So once you read this post, just arrange for bags of money, sorry truck loads on weekend or sell your & neighbour's house and invest in Trent on Monday :))

4

1

51

Eden Capital

@edencap

3 years

#Wow . What a line.

1

10

47

Eden Capital

@edencap

2 years

Super piece from Russel Napier. He believes, there is a capex boom coming everywhere. Some interesting snippets from the interview. "We have not had a capex boom since 1994, when China devalued its currency"

1

9

48

Eden Capital

@edencap

2 years

Akash Prakash: "If Apple can source/export $25-30 billion of iPhones from India, given their obsession with quality, then there is no excuse for any MNC to stay away from India."

1

7

41

Eden Capital

@edencap

3 years

Interesting investment thesis on PolicyBazaar.

3

7

38

Eden Capital

@edencap

3 years

@darshanvmehta1 Nykaa is still better off from IPO price.

0

7

37

Eden Capital

@edencap

1 year

@abhymurarka You should speak to Philip Capital's Vikash Singh. He is the one I trust on metals sector. He is good. Hi-Tech is one of his top pick. I bought on his recommendation.

3

2

35

Eden Capital

@edencap

3 years

#HoldCo Some HoldCo company additions on recommendation of friends.

3

4

31

Eden Capital

@edencap

2 years

Unfortunate. Mumbai: Industrialist Nusli Wadia looking to offload slum-encroached 20 acres. Even some of the biggest private landowners are helpless and have no option but to get rid of their prime real estate. @VishalBhargava5

Mumbai: Industrialist Nusli Wadia looking to offload slum-encroached 20 acres | Mumbai News - Times...

In a city where slum encroachment is rampant, even some of the biggest private landowners are helpless and have no option but to get rid of their prim

timesofindia.indiatimes.com

3

11

31

Eden Capital

@edencap

2 years

Yes, had Japan not been there with us, the mega Infra projects that we are seeing in India are mainly because of Japan International Cooperation Agency (Known as JICA in India). Rest in Peace Shinzo Abe 🇮🇳🙏 🇯🇵 . It is a big loss. You will be remembered as a true Indian friend.

InfraStory

@marinebharat

2 years

RIP Shinzo Abe san 💐🇯🇵🇮🇳 Thank you for your co-operation for Mumbai Metro, Chennai Metro, MTHL, Mumbai Amdavad Bullet Train project & many more. Big loss for Japan & India.

21

622

5K

0

3

26

Eden Capital

@edencap

3 years

How to read bounce rates is explained in this note by Macquarie.

0

2

27

Eden Capital

@edencap

3 years

Michael ( @mjmauboussin ) never disappoints with his writing. I have been a fan of his newsletters over the years (Legg Mason, CS, etc) and now Morgan Stanley via Counterpoint capital. I am in awe of the latest one which compares depreciation / capex with man's growth #WeekendRead

2

7

28

Eden Capital

@edencap

3 years

Pleasently surprised with the search option in documents. Super @faltoo @ayushmitt

2

3

28

Eden Capital

@edencap

2 years

India's Investment Thesis as of today by Spark Capital.

0

6

26

Eden Capital

@edencap

3 years

Sharing our Quarterly Results Date tracking sheet for everyone. Its a LIVE sheet.

0

5

25

Eden Capital

@edencap

3 years

For people interested in our below sheets; - Holding Company Discount Calculation Workings - IPO Stock performance sheet - Global Stocks Comparison Detailed sheet - Nifty component share in movement - Indian Business Houses Market Value For more details

Information Sheets & Charges - Eden Capital Advisors

Details on Various Information Sheets & their charges. As a regular research process, we analyze various data points for ourselves and we have been sharing it on social / professional media / forums....

docs.google.com

3

4

26

Eden Capital

@edencap

2 years

CS: India’s long-standing weakness in manufacturing may have turned a corner

0

2

24

Eden Capital

@edencap

11 months

#AlphaIdeas2023 Good event by @alphaideas for gathering ideas. Made a tracker for myself, thought to share with others.

4

3

21

Eden Capital

@edencap

3 years

IPO performance record. Note that less 1 year performance is not annualised.

3

7

22

Eden Capital

@edencap

2 years

India's wedding business is $130bn business.

0

2

18

Eden Capital

@edencap

11 months

Bernstein's Venu view on IT sector

0

1

17

Eden Capital

@edencap

3 years

Nalanda is our favorite. One should not miss their new investments.

Eden Capital

@edencap

3 years

Amansa is one of the better AMCs around. Interesting names they are invested in here. Rather than finding ideas of your own, better to look at names other AMCs are invested. Some of the criteria's may already be covered by them.

0

1

8

3

6

16

Eden Capital

@edencap

1 year

#FiveStar Q2 Transcript. On increasing competitive intensity question.

1

0

16

Eden Capital

@edencap

3 years

B&K on PSBs. I would bet on SBIN. The risk-reward looks attractive now.

1

2

15

Eden Capital

@edencap

3 years

Wow

0

3

15

Eden Capital

@edencap

2 years

@Ananth_IRAS Well the contractor was L&T

0

2

14

Eden Capital

@edencap

3 years

Parag Rao on HDFC Credit Card business. Interesting tid-bits on the segment.

HDFC Bank: Analyst Call with Credit Suisse

Conference Call with HDFC Bank Management and Credit Suisse Analysts on Q4FY21 Performance and Outlook. To download the Trendlyne app: https://play.google.co...

www.youtube.com

3

15

Eden Capital

@edencap

1 year

Interesting viewpoint on EMS by @AshishDhawanTCF

0

1

15

Eden Capital

@edencap

2 years

Our Holding Companies Calculation Sheet for everyone. Enjoy. Please note that there could be errors in the sheet. It would be great if you can inform us seperately.

2

6

14

Eden Capital

@edencap

3 years

NSE IPO: Likely to be valued at over ₹2 lakh crore. In the unlisted market, NSE’s shares are currently quoting in the broad range of ₹3,000- 4,000 apiece. All legal issue sorted now. Will be a hot favorite in unlisted space till the IPO.

0

2

15

Eden Capital

@edencap

2 years

Akash Prakash in BS: 16.6% S&P 500 return for the last decade breaks down as: 1) 3.8% sales per share growth 2) 4% from post-tax margin (rising from 9.2% on Dec11 to 13.4% for Dec21 3) 6.4% from P/E multiple expanding from 13.3 to 23.6 4) Final 2.4% from dividend yields.

1

14

Eden Capital

@edencap

2 years

Sharing an easy tracker sheet with all our followers :)) - Result Date (Updated Live as per BSE) - AGM (updated occasionally)

Results & AGM Tracker (Data Sourced From BSE) - By Eden Capital Advisors

docs.google.com

0

4

14

Eden Capital

@edencap

3 years

Saw this interesting graph from HomeFirst FY21 annual report. As per capita income increased, the mortgage penetration also increased in US.

Varinder Bansal 🇮🇳

@varinder_bansal

3 years

CS estimate mortgage loans to double to US$600 bn in the next five years, and even then, India’s mortgage penetration would remain low, at 13% vs 18-70% globally.

2

5

135

1

2

14

Eden Capital

@edencap

2 years

Kiran Dhandwada is a great writer. You must follow his blog. Can't find his Twitter handle) :((

1

3

13

Eden Capital

@edencap

1 year

Interview of Tata Technologies's MD & CEO Warren Kevin Harris.

1

13

Eden Capital

@edencap

3 years

RBL Bank: Not sure what is the issue but these uncertainty is what market doesn't like. Bad not just for RBL bank but for the whole banking sector. Hope more clarity emerges soon. Mutual Funds owns Rs 1891 Crs of exposure in Rs 10364 Crs Market Cap company. FIIs owns 32%.

3

4

12

Eden Capital

@edencap

2 years

Vivek Kaul in today's mint. Fortunately in India, real estate prices has not risen to the levels we have seen in US. Hence, economic shocks from real estate bubble should not be seen in India.

0

3

14

Eden Capital

@edencap

1 year

Best advise in this market by @jitenkparmar bhai.

ETMarkets Smart Talk- Avoid FOMO! Most retail direct investors have missed the rally from April...

We have hit new highs. There was some nervousness before it actually hit a new high. I think the primary reason was the ‘monsoon. Now with the advent and decent spread, markets seem to have shaken...

economictimes.indiatimes.com

1

3

13

Eden Capital

@edencap

1 year

Lessons learned by one FII investor in Solara Active Pharma. One must read the blog post.

2

1

14

Eden Capital

@edencap

2 years

@VishalBhargava5 Awaiting Fadnavis to be back as CM. And read more news on Infra development, war room, etc. Missed all those action since SS ditched & formed MVA. Hope to see better days for Mumbaikars.

0

11

Eden Capital

@edencap

1 year

Interview of Anil Malani - CFO, Delta Corp. Candid interview. Hope this matter is sorted soon in line with global practices.

0

1

12

Eden Capital

@edencap

3 years

Like @Nithin0dha for measures taken to improve customer experience. Have been Zerodha customer for many years now and never ever thought of evaluating any other broker since then.

Zerodha’s Nithin Kamath has a solution for ₹80,000 cr unclaimed money | Stock Market News

Co-founder Nithin Kamath said that Zerodha is adding an alert feature, which will ’notify nominees when accounts become dormant and they don’t reKYC’

www.livemint.com

0

12

Eden Capital

@edencap

2 years

As per Kotak, ENAM AMC is the largest PMS today. ASK is 2nd. ValueQuest is larger than what put out in the table since they recently got a SWF mandate.

1

2

10

Eden Capital

@edencap

1 year

@VishalBhargava5 Mumbai population stay in balcony, they don't know what is a ideal house size, syllabus mein hi nahi hain :))

1

0

10

Eden Capital

@edencap

3 years

Interesting newsletter by @jainabhisar , Fund Manager of Monarch AIF.

1

2

12

Eden Capital

@edencap

2 years

More I see Dr S Jaishankar's reply to questions asked on global platform, more I believe that no one (atleast in my generation) has defended India so strongly. Huge respect and a big fan of him.

0

1

11

Eden Capital

@edencap

3 years

Wonder if this was considered by any of the Buy rated report. This is bad from a corporate governance point of view. This is not "deep discount", this is giving shares almost free just before IPO. SEBI should ban such transactions for a minimum of 2 years before IPO. #ESOP #PayTM

2

6

11

Eden Capital

@edencap

3 years

This is wrong. PM Modi said 40% of generation would be from non-fossil sources. Swami wrongly connects with capacity. There is no 1-to-1 linking of capacity & generation in thermal vs renewable as the Generation Factor is 100% in thermal and around 30% in solar/wind power.

B Padmanaban ([email protected])

@padhucfp

3 years

Informative WhatsApp Forward #fortuneinvestment @invest_mutual @nandaseth @rkvnayak @parthasuresh

1

6

28

0

4

10

Eden Capital

@edencap

1 year

Bandhan bank's housing disbursement just Rs 7.3bn. Impact of Suresh Iyer moving to CanFin?

0

2

10

Eden Capital

@edencap

3 years

Interesting

1

4

11

Eden Capital

@edencap

2 years

97% of toll collection in FY22 on Fastag from 16% in FY18

0

3

11

Eden Capital

@edencap

3 years

Looks like Ambani & Adani are competiting even on daily increase of MCap :)) #Timepass #Charts

0

1

11

Eden Capital

@edencap

3 years

Now, I am eager to get something on taxing rich farmers. Hopefully in this lifetime.

1

0

11

Eden Capital

@edencap

3 years

Good interview by Sanjiv Bajaj of Bajaj Finance on various aspects of the businesses. #Mustread

0

2

8

Eden Capital

@edencap

1 year

For the ones who is not sure which Network the CA firm belongs to, tried to compile a short list FYI.

0

10

Eden Capital

@edencap

3 years

Finally these business models are getting caught. “company collected ₹27,562 crore since its business operations from FY03 to FY22 and paid ₹7,588 crore commission to distributors and members". "ED attaches Amway India’s assets worth ₹758 crore"

3

2

10

Eden Capital

@edencap

2 years

Nice representation of the IBC issues in this image.

0

2

9

Eden Capital

@edencap

11 months

One of the better promoters I have met. Smart meters opportunity has tested patience of investors and is playing out now.

GoldForest Investments

@Goldforestinves

1 year

Orders received doesn’t mean it will start reflecting in number immediately Clear communication by Genus Power.👍🏻👍🏻

1

10

99

1

9

Eden Capital

@edencap

2 years

#EKIEnergy Not sure who is right as its a unique business model. Management's view could be right in terms of their obligation to customer. But there is no harm in being conservative and agreeing to auditor. Such events damages investor's perception on company.

2

3

8

Eden Capital

@edencap

3 years

Indian Textile companies and their area of operations. Source: WhatsApp (unfortunately).

1

10

Eden Capital

@edencap

2 years

ESAB, SKF, Whirlpool, etc also contributes substantial contribution to their parent (overseas) market cap. Maruti and Unilever is known to everyone. Our Google Sheet only for select friends.

0

2

9

Eden Capital

@edencap

2 years

Everyone listening to @BIVALKAR bhai

0

1

9

Eden Capital

@edencap

3 years

Bullet project between Ahmedabad-Mumbai is now Ahmedabad-Vapi. Go figure which state is more progressive. People want to travel in rikshaw just for votes and doesn't want to make the best use of resources and look in to future. Waiting for FS industry to move out of Mumbai.

1

0

8

Eden Capital

@edencap

2 years

Per Capita Income of some of the large GDP Contributors states in India. Interesting stats. This data helps in formulating business strategy of many businesses.

1

4

9

Eden Capital

@edencap

3 years

Starting this thread on interesting charts/ tables that I come across.

1

2

9

Eden Capital

@edencap

3 years

I hope he makes them alive by his jokes. Only he can do it.

1

2

9

Eden Capital

@edencap

2 years

Fwd: The bond market never lies: Each of the prior 14 rate rising cycles something broke.

0

9

Eden Capital

@edencap

3 years

Manish bhai, your tweets on bulk deals can't be missed. Thanks for sharing it with the broader investor community.

Manish Mall

@_Manishh_

3 years

#BulkDeals #InsiderTrading marked as * #Vedanta Promoters Buy Aprox 3.7 % Equity, NO details of Sellers #IBREALEST Baillie Fund now holds 7.19 % Eq as on 17 Nov #Lyka IPCA lab increases again I filter Out some deals & post More Deals on Official Exchange websites

0

5

55

1

0

9

Eden Capital

@edencap

1 year

Just a matter of time

0

2

9

Eden Capital

@edencap

1 year

Real life situation of every value seeker middle class family like us...hahaha.

0

9

Eden Capital

@edencap

3 years

Amansa is one of the better AMCs around. Interesting names they are invested in here. Rather than finding ideas of your own, better to look at names other AMCs are invested. Some of the criteria's may already be covered by them.

0

1

8

Eden Capital

@edencap

2 years

@JavierBlas India is the best place to be currently today, its a great country. No other country manages diplomacy the way the Indian government does. Developed countries should learn from our leader.

0

6

Eden Capital

@edencap

2 years

@abhymurarka Many peers in industry think that Poonawalla will burst someday. But, I see the cash rich promoter as a strong shield which many don't have. Also, still can't digest the valuation at which they sold their housing finance sub to TPG. They can remain solvent longer than we think.

2

0

9

Eden Capital

@edencap

1 year

Thankyou Jiten bhai.

Jiten Parmar

@jitenkparmar

1 year

Happy to know that one Indian company will be a 24 trillion USD market cap company in 20 years. That will be 8 times Apple's current market cap. Way to go. 😁 P.S. original post by @edencap

12

2

91

0

8

Eden Capital

@edencap

3 years

@nid_rockz Harendra Singh is one of the smartest promoter I have ever met in Infrastructure space. Apart from that, he was frank and never tried to say stuff market participants wanted to hear. I wish India have more of such Infra promoters. Disc: No exposure to HG Infra/any other EPC.

0

8

Eden Capital

@edencap

1 year

Interesting slide from Investec on Market Cap of top 3 players vs the market size.

0

3

8

Eden Capital

@edencap

3 years

Kopran does preferential allotment. Heard good things on it before on capabilities. Need to look at this company in detail.

0

1

8

Eden Capital

@edencap

2 years

@savijain It was a surprise to see Sushil Agarwal selling more than half of his Aavas shares. Hearing a lot of things, but all rumors. Unfortunately, no clarity confusing Investors. PE seller, public investor selling and now management is also a seller.

1

0

8

Eden Capital

@edencap

1 year

Mumbai Infra needs to be given to just 1 player who will do utmost justice is L&T. Scrap L1 system. They will still be cheaper vs current system and give you world class quality. Mumbai deserves this and not BMC's relatives.

Vishal Bhargava

@VishalBhargava5

1 year

Not incompetence. Not corruption. Just disdain for citizens. Who is the legendary contractor that built this work of art?

84

255

1K

0

8

Eden Capital

@edencap

1 year

Interesting perspective on Rural Banking. The perception that you lend and lose money in villages is incorrect’: HDFC Bank

0

7

Eden Capital

@edencap

3 years

LIC is hiring Head of Investor Relations. Interesting condition just for applying this job. Also, they want to earn money out of this by charging non-refundable application fees. Wonder who will apply. I am sure this will involve a Sita maiyaa meeting as well to approve.

2

3

7

Eden Capital

@edencap

3 years

Nifty50 Moves today sector-wise

1

0

8

Eden Capital

@edencap

2 years

Companies lure shareholders with rewards like discounts, etc. Most famous in my circle is Bata 20% discount coupons.

0

8

Eden Capital

@edencap

3 years

Out first post on Substack. Its on FPIs AUM movement sector-wise including detailed tables on inflows/outflows. Request you to subscribe and share with your network if you like it. Its free :))

FPIs AUM Movement in CY21 sector-wise.

Here we analyse the movement in FPI AUM between sectors as reported by NSDL

edencap.substack.com

0

8

Eden Capital

@edencap

3 years

Global Top MCap Stocks. Apple very close to 2.5Tn USD Mcap.

0

2

8

Eden Capital

@edencap

2 years

#TubeInvestments in Charts By: Motilal Oswal Research.

0

1

8

Eden Capital

@edencap

3 years

Short & sweet presentation on API platforms :)) Source: An investment banking newsletter. Tagging few influencers from whom I am trying to learn about Pharma :)) @jeevanpatwa @tusharbohra @unseenvalue

1

2

8

Eden Capital

@edencap

2 years

Huge respect for @Patil_J_D . As mentioned earlier, he is running a very high quality business but growth restricted by government policies on security grounds despite no promoter owner and LIC holding majority holding.

0

2

7

Eden Capital

@edencap

3 years

WhiteOak's Prashant says valuations have to be viewed in a relative context and the ultimate benchmark is the US long bond rates and they are not overvalued. Tech driven demise of long term inflation expectations is the reason for interest rates coming down vs Fed pumping.

0

2

7

Eden Capital

@edencap

3 years

Awesome.

0

6

Eden Capital

@edencap

3 years

Much needed. My hopes alive because only this government can get TSMC build a fab in India :)). We should take advantage from the dispute b/w Taiwan vs China to India's advantage. "India To Host First Global Semiconductor Conference"

0

1

7

Eden Capital

@edencap

2 years

HDFC AMC badal raha hain.