Resha Mehta

Founder, GreenEdge Wealth Services LLP || SEBI Registered Investment Advisor (Non-individual) || INA000011574

[Resha Mehta @GreenEdgeWealth]

Memo 39 - A hangover or a full-blown migraine?

https://t.co/ALZ4oSJXSZ

We try to answer three important questions on the minds of most investors:

1. What led to such sharp correction?
2. How much more correction is on the cards?
3. What should an investor do in such times?

[Resha Mehta @GreenEdgeWealth]

Will be presenting a stock idea in Investocraft 2025

[Resha Mehta @GreenEdgeWealth]

Capital allocation & the story of JM Financial

Improved capital allocation is one of the cornerstones of long term wealth creation. JM Financial - decision to improve capital allocation has been recently taken.

Can wealth creation be far behind?
https://t.co/bmibEKCC6y

[Resha Mehta @GreenEdgeWealth]

Capital allocation & the story of JM Financial

Improved capital allocation is one of the cornerstones of long term wealth creation. JM Financial - decision to improve capital allocation has been recently taken.

Can wealth creation be far behind?
https://t.co/bmibEKCC6y

[Resha Mehta @GreenEdgeWealth]

Memo 38: Too much of a good thing?

With markets at new highs, here's our view on it.

Click to read - https://t.co/1vlUF9JrPF

[Resha Mehta @GreenEdgeWealth]

Silver - A case for investment

It's been 13 years since silver prices have been lackluster. Over last 2 years, the global environment has changed, and gold prices have started to strengthen. When gold rallies, can silver be left far behind?

Read here -
https://t.co/qbtHPd1peQ

[Resha Mehta @GreenEdgeWealth]

@kolarigirish Yes, absolutely. They are a metro & tier 1 chain largely & they have articulated too that ~75% of their stores will be in metros & tier 1 - so that's going to be their main growth market.

[Resha Mehta @GreenEdgeWealth]

Barbeque Nation Hospitality - Is the worst behind for the casual dining chain?

[Resha Mehta @GreenEdgeWealth]

Jubilant Q3FY24 - Interesting management comments

Market share - Contrary to popular wisdom, Dominos claims to have gained market share, based on data frm listed peers, aggregators & internal data

Dine-in - Has been declining since 2017 as aggregators became more mainstream

[Resha Mehta @GreenEdgeWealth]

🍕🍔 cos are spending serious moolah on marketing vis-a-vis other food categories.

Ad spend juggernaut, favorable macros & negligible spends frm alternatives (idli/ dosa/ vada pav) will lead to higher market share gains 4 western QSR over long term.
#Dominos #PizzaHut #KFC #McD

[Resha Mehta @GreenEdgeWealth]

GreenEdge - Stock idea presentation

We were recently invited by the Investing Accelerator Summit 20-20 to deep dive into business of Roto Pumps, a fluid engineering company. This stock is also a part of our advised stock portfolio since 2021.

Read -
https://t.co/IkjxqZPnoL

[Resha Mehta @GreenEdgeWealth]

Amul - Dairy to FMCG behemoth?

Revenue
Current $9bn (INR72kcrs)
Target INR 1trillion in few yrs

Ambitious plans to grow non-dairy: biscuit, bread, rusk, pav, chocolate, organic (rice, atta, pulses), frozen snacks.

Can it pose a serious threat to incumbents in FMCG food?

[Resha Mehta @GreenEdgeWealth]

Stock Idea - Nov 2023

https://t.co/IkjxqZPnoL

We were recently invited to present at the Alpha Ideas Investing Conclave. It has insights into how we analyze sector/ company before making an investment decision.
Disclaimer: This is a portfolio stock for us & our clients

[Resha Mehta @GreenEdgeWealth]

Gold: Time for yellow metal to rise & shine?

Indians have always loved gold. The Americans have almost abandoned.
Now that US govt is laden with huge debt, economy on brink of recession & might of US$ attacked, should investors seriously consider gold?
https://t.co/tHQrvToCqh

[Resha Mehta @GreenEdgeWealth]

PSU Banks - Time to get stock specific

This analyzes the long-term case for investing in PSU Banks.

Click - https://t.co/SfltaMm0JI

[Resha Mehta @GreenEdgeWealth]

Memo 37 - All time high; What next?

Click to read - https://t.co/NbEsqvZDNX

[Resha Mehta @GreenEdgeWealth]

https://t.co/k7TifMW2bf

We did a podcast yesterday with a popular twitter channel where we discussed our investment philosophy and the opportunities in food & finance sectors.

The first one hour is stock & sector discussion and remaining is Q&A

[Resha Mehta @GreenEdgeWealth]

Join GreenEdge with Accidental Investor Prince today @6pm on Twitter Spaces for a session on "Investment Opportunities in Food & Finance"

https://t.co/Tg2waxMLut

[Prince | Accidental Investor 🇮🇳 @AI_Feb21]

Set a reminder for my upcoming Space with @DigantHaria and @GreenEdgeWealth on 12th 6PM https://t.co/282uKq7Pye

[Resha Mehta @GreenEdgeWealth]

Microfinance - Upcycle to get stronger

The cyclical recovery is set to become stronger. The rising tide is set to lift all boats - which boat to take & avoid?

Banks: Bandhan, Ujjivan, Suryoday
NBFCs: CreditAccess, Fusion, Spandana, Arman

https://t.co/SQWKNj0YX8

[Resha Mehta @GreenEdgeWealth]

@mandarpendsey @mandarpendsey No, haven't. Milk has been a traditional cultural food habit across different regions of India & seen as a protein source. hence, substitution risk seems v low. This leaves a long growth runway for dairy

[Resha Mehta @GreenEdgeWealth]

Deep dive on dairy sector with detailed talk on 2 companies in Indian Investing Conclave - Season 10. Released on 21st Jan, 2023. The same can be accessed here - https://t.co/8FoCJi8xpB