Producivity gains already achieved are so vast, that it is hard to imagine the how we will compete in a post-AI world.
English
Xponent Tribe
19 posts
Xponent Tribe
@XponentTribe
SEBI registered PMS Nothing we post here is Investment Advice
Katılım Nisan 2025
1 Takip Edilen1.7K Takipçiler
Our cofounder Sagar Arya dives into the tremendous shift underway in the aerospace industry in this riveting conversation with @ishmohit1 @soicfinance
ᴜᴅᴀʏᴀɴᴛ ᴛᴏʙʏ ᴍᴀʟʜᴏᴜᴛʀᴀ 🇮🇳✨️@UTobyM
With Western supply chains struggling and a global backlog of 17,000+ aircraft, India is emerging as the next manufacturing hub. In this video, @soicfinance deep dives into the value chain, astutely focusing on key players including @DynamaticTech. youtube.com/watch?v=YsMadW…
English
If you are interested in understanding:
• Why aerospace capacity is constrained
• Why India’s role is structurally changing
• How value is created over decades, not quarters
Our latest quarterly letter is worth your time. See it here on the link.
xponentribe.com/letter
English
We also outline how we evaluate aerospace companies:
• Component complexity
• Vertical integration
• On-time-in-full delivery
• Exposure to newer programs
• Balance sheet strength
Not all aerospace exposure is created equal.
English
Global commercial aerospace demand is strong.
Yet aircraft deliveries remain below pre-COVID levels.
Problem? Capacity.
In our latest letter, we explain why the aerospace supply chain is structurally constrained, and why India is emerging as part of the solution. 🧵
English
@RahulRao_1992 Sure. Sharing the link to our letters. This one is the latest Q2FY26.
xponentribe.com/letter
English
@XponentTribe Please share the letter link too, just in case someone wants to read ! Thanks
English
Drone & Counter-Drone Revolution
From importing jets to designing indigenous drones, the economics of war are being rewritten.
In our latest deep-dive w/ @RahulRao_1992 , we break down India's $10-15B drone & counter-drone opportunity.
Watch here: youtube.com/watch?v=9mxzaE…
YouTube
English
Xponent Tribe retweetledi
Xponent tribe came out with another masterclass..this time, its in on mental models to navigate the complexities of mkt-
- Understanding why humans are primed to fail without strong foundation
- Why PF decisions> stock picking
- Mental models to incorporate in our framework👇
Dhruv Bajaj@dhruvbajaj184
Xponent Tribe PMS has given a masterclass on industry research through their note on Lab-grown diamonds~ - Jewellers have better ROE in LGD Vs ND - LGD growers struggling <7% ROCE & no entry barrier - LGD prices bottomed out - India growing@ 50% CAGR - Listed companies to watch👇
English
Xponent Tribe retweetledi
If you’re looking to understand LGDs and what’s happening in the industry, @kshayjogani is your guy.
Thanks for doing this Akshay. Thoroughly enjoyed the chat !
First Principles Investing@RahulRao_1992
Looking forward to this conversation with my friend @kshayjogani of @XponentTribe PMS ! 7:30 pm 🥃 twitter.com/i/spaces/1vAxR… @AI_Feb21
English
🚀 Hiring @ Xponent Tribe
Curious, independent-minded, & passionate about Indian equities? We want you!
We're hiring an Analyst (0–5 yrs exp) in Mumbai. Work closely with founders & contribute to a research-driven investment process.
Apply here 👉
tinyurl.com/xthiring
English
Xponent Tribe retweetledi
Put together key asset quality metrics to look when evaluating a microfinance business, what they measure, and how to not use them.
English
Xponent Tribe retweetledi
Xponent Tribe PMS has given a masterclass on industry research through their note on Lab-grown diamonds~
- Jewellers have better ROE in LGD Vs ND
- LGD growers struggling <7% ROCE & no entry barrier
- LGD prices bottomed out
- India growing@ 50% CAGR
- Listed companies to watch👇
English