🧵 How a Tyre Changed My View on Stocks 🛞📈

India’s tyre sector shows how different strategies — local focus, exports, tech — can all lead to strong, sustainable market positions. 🚶‍♂️ From Puncture Repair to Portfolio Pick: One Man’s Tyre Stock Journey Back in 2019, my scooter tyre burst on a rainy Monday morning. I dragged it 1.5 km to a puncture shop. The mechanic said, “Sir, this CEAT tyre will last. It’s smartly built.” I laughed, paid ₹150, and forgot about it. But weeks later, I began noticing more. 🔎 CEAT. MRF. Apollo. JK Tyres. I saw their names on trucks, bikes, and even race tracks. Curious, I dug deeper. And what I found wasn’t just rubber — it was resilience. Here’s how each tyre giant plays a different game: 🔴 MRF

— India’s own Michelin. 90% domestic sales. No investor presentations, no global noise — just clean profits and ₹25,000 Cr+ revenue. Like the shop owner who doesn’t shout, but always has customers. 🟣 Apollo Tyres — A global adventurer. Makes tyres in Hungary and Netherlands. 29% revenue from Europe. Facing hiccups now, but its EV push and R&D give hope for tomorrow. 🟡 JK Tyre — The export bridge. From truck radials to the Americas via Mexico. Hit by high rubber costs, but betting big on smart CV tyres and export demand. 🔵 CEAT — The techie. Won WEF's Lighthouse award for smart manufacturing. Quietly building for Hyundai, Kia, and now integrating Camso to boost off-road presence. Each tyre tells a story. Not just of roads, but routes to resilience. 🚨 I don’t give stock tips. I give learning. But if one tyre failure could teach me about business models, pricing power, EV readiness, and export strategy — imagine what tracking India’s tyre sector could teach you? Look at sectors, not stock prices. Understand strategy, not just earnings.