Discover and read the best of Twitter Threads about #Multibaggers
Most recents (15)
How you can find #Multibaggers ?
A simple Guide....
A simple Guide....
1. Read One Economic Newspaper Everyday
We started to getting many clues a lot before from newspaper at Sector level.
We started to getting many clues a lot before from newspaper at Sector level.
2. Earning and Sales
Few Companies related to specific Sectors inside those Industries started posting good sales and earnings results.
Few Companies related to specific Sectors inside those Industries started posting good sales and earnings results.
I thought I should read @niftygranmaster concepts & prophesies again. ๐งตfor quick reference. Re-Education! #SumitBansal #Multibaggers #longterm #midcap #smallcap The first one talks of hypothetical situation of 50% picks not performing but portfolio succeeding
2. Reg allocation per stock. Assume maximum 35 Core stocks and 25 Smallcap ones. Take total long term budget as X for Core & Y for SmallCap. (Based on ones risk profile, Y can be lower or equal to X. Smallcap stocks have inherent higher risks) Read more:
3. Sumitji predicting Adani Green and Adani Gas to enter NIFTY50. Well it's coming close!
I am gonna share 3 Equity model portfolios. Conservative, Moderate and Aggressive. Some one who is new and dont want to take much risk can buy following stocks.
Asian Paints
Bajaj finance
Divis
Hdfc Bank
Hdfc Life
ICICI lombard
Axis
Nestle
Page
Pidilite
TCS
Titan
#investing
Asian Paints
Bajaj finance
Divis
Hdfc Bank
Hdfc Life
ICICI lombard
Axis
Nestle
Page
Pidilite
TCS
Titan
#investing
Portfolio of Stocks for people who wants to take moderate risk
APL Apollo
Bajaj Finance
Cholamandalam
Reliance
Divis Lab
Torrent Pharma
Sona BLW
PI Industries
Astral Poly
Shree Cement
AU Small Finance Bank
Metropolis
TCS
Page Ind
Titan
#investing #StocksToBuy
APL Apollo
Bajaj Finance
Cholamandalam
Reliance
Divis Lab
Torrent Pharma
Sona BLW
PI Industries
Astral Poly
Shree Cement
AU Small Finance Bank
Metropolis
TCS
Page Ind
Titan
#investing #StocksToBuy
Model Portfolio for Investors who wants to take more risk in the markets.
Atul ltd
Apollo tricoats
Deepak nitrate
Sapphire foods
Allcargo
Lemon Tree Hotels
Sonata
Federal bank
Ion exchange
PI Ind
Praj Ind
Polycab
Suprajit Eng
Garware Tech
#investing #StocksToBuy #Multibaggers
Atul ltd
Apollo tricoats
Deepak nitrate
Sapphire foods
Allcargo
Lemon Tree Hotels
Sonata
Federal bank
Ion exchange
PI Ind
Praj Ind
Polycab
Suprajit Eng
Garware Tech
#investing #StocksToBuy #Multibaggers
On 13th April, @NiftyGranmaster entered #DYNACONS. What do we know about the naughty little animal that Sumitji unleashed on 14th April? It went berserk running up, 20% in a day! Dynacons Systems & Solutions Ltd. #DSSL Follow this thread...๐งต 
2/ #DSSL is growing fast and is getting ready to fight the big guns as well as the fragmented local service providers, in the IT Infrastructure Industry. Founded in 1995, it has stuck it out and grown slowly but steadily and has reached a stage where it can win larger contracts
3/ #Dynacons has built strong engineering skills and has the manpower to deliver services to large corporates, banks and industries, nationwide. It also has presence in Singapore for handling Asia Pacific operations #Multibaggers
(1/n)
KP Energy Ltd - A New Dawn
India's only listed profit making wind energy sector company.
A Detailed Thread ๐งตon the Cheapest Wind Energy Stock in India
Do Retweet to help us educate more Investors
#investing #renewableenergy #markets #Multibaggers
KP Energy Ltd - A New Dawn
India's only listed profit making wind energy sector company.
A Detailed Thread ๐งตon the Cheapest Wind Energy Stock in India
Do Retweet to help us educate more Investors
#investing #renewableenergy #markets #Multibaggers
(2/n)
KP Energy provides complete solutions from concept till completion of project lifecycle of Wind Project
Co provides complete turnkey solutions including on BOT basis for wind energy clients which includes all the processes from Site Identification to Capacity Installation
KP Energy provides complete solutions from concept till completion of project lifecycle of Wind Project
Co provides complete turnkey solutions including on BOT basis for wind energy clients which includes all the processes from Site Identification to Capacity Installation
(3/n)
Business model of company is designed to bring scalability in wind sector by serving OEM (Original Equipment Manufacturers) of Wind Turbines, IPPs (Independent Power Producers), Captive Users as well as Institutional Investment Programmes
Business model of company is designed to bring scalability in wind sector by serving OEM (Original Equipment Manufacturers) of Wind Turbines, IPPs (Independent Power Producers), Captive Users as well as Institutional Investment Programmes
After a recent blowout of $ATER (though I still haven't sold a single share), I have slightly reevaluated my approach to investing in small, emerging companies.
๐งต1/7
๐งต1/7
2/7
As the first measure, I made a few adjustments in my investing framework (documented in my upcoming eBook) to make it more rigorous.
My investing framework consists of a number of key components I always look at in every company when I do in-depth research on them.
As the first measure, I made a few adjustments in my investing framework (documented in my upcoming eBook) to make it more rigorous.
My investing framework consists of a number of key components I always look at in every company when I do in-depth research on them.
3/7
Key components of my investing framework:
1. Company Background
2. Technology
3. Total Addressable Market
4. MOAT
5. Business Model
6. Team
7. Ownership
8. Financials
9. Valuation
10. Risks
11. Optionality
Key components of my investing framework:
1. Company Background
2. Technology
3. Total Addressable Market
4. MOAT
5. Business Model
6. Team
7. Ownership
8. Financials
9. Valuation
10. Risks
11. Optionality
Today $FUBO, one of my potential #multibaggers, publishes its Q2 earnings.
Some expectations and thoughts below๐๐ป
๐งต1/6
Some expectations and thoughts below๐๐ป
๐งต1/6
2/6
$FUBO has previously raised its guidance for both Q2 and the full year.
I want to see if it continues (especially after the hot summer with the Olympics), and they will raise the guidance for Q3 and the full year, respectively.
$FUBO has previously raised its guidance for both Q2 and the full year.
I want to see if it continues (especially after the hot summer with the Olympics), and they will raise the guidance for Q3 and the full year, respectively.
3/6
Next, apart from the obvious (increase in MAU subscriptions), I am curious to see $FUBO 's numbers in advertising part of their business.
I assume that closer to the end of Q2, fuboTV must have attracted more advertisers in anticipation of the Olympics.
Next, apart from the obvious (increase in MAU subscriptions), I am curious to see $FUBO 's numbers in advertising part of their business.
I assume that closer to the end of Q2, fuboTV must have attracted more advertisers in anticipation of the Olympics.
A lot of people ask me the question, where did I find my first #multibaggers and where I look for potential ones now.
๐๐ป[THREAD]๐๐ป
๐๐ป[THREAD]๐๐ป
1/5
All of my first #multibaggers came from my work in the tech industry.
$SHOP, $ETSY, $TTD are products that I used when I was developing e-commerce solutions for clients.
All of my first #multibaggers came from my work in the tech industry.
$SHOP, $ETSY, $TTD are products that I used when I was developing e-commerce solutions for clients.
2/5
As time went by, I started to use different sources to find companies outside my core competence.
Below are three primary sources I use most of the time:
1. Podcasts
2. Twitter
3. Newsletters
As time went by, I started to use different sources to find companies outside my core competence.
Below are three primary sources I use most of the time:
1. Podcasts
2. Twitter
3. Newsletters
I want to introduce a long-term play on my list of potential #Multibaggers that is just getting started, $SENS (@senseonics)
A medical technology company that disrupts the CGM system market for diabetics
Below is an intro from my in-depth research based on my original framework
A medical technology company that disrupts the CGM system market for diabetics
Below is an intro from my in-depth research based on my original framework
$SENS Investment Thesis (1/7)
โ Diabetes is one of the most common diseases (~500 million people worldwide have one of the types of diabetes)
โ Unfortunately, the number of people with diabetes is continuously growing (9.3% of the global population in 2019 to 11% by 2045)
โ Diabetes is one of the most common diseases (~500 million people worldwide have one of the types of diabetes)
โ Unfortunately, the number of people with diabetes is continuously growing (9.3% of the global population in 2019 to 11% by 2045)
$SENS Investment Thesis (2/7)
โ Diabetics are required to monitor their blood glucose levels constantly, and traditionally it is done by finger pricking
โ Many companies tried to solve this problem in a different, more convenient way
โ Diabetics are required to monitor their blood glucose levels constantly, and traditionally it is done by finger pricking
โ Many companies tried to solve this problem in a different, more convenient way
Thread:
I hope these filters can help you save time, money and energy as these have helped me in great sense to pick the best of best stocks.
The retailer friends waste time and money on finding the stock tips hence these filters solve their problem in right manner.
I hope these filters can help you save time, money and energy as these have helped me in great sense to pick the best of best stocks.
The retailer friends waste time and money on finding the stock tips hence these filters solve their problem in right manner.
Please support my work by liking, retweeting and following my twitter handle. I'd try to add value to your lives and help you create wealth with great stock performances.
TechnoFunda Series:
screener.in/screens/149333โฆ
screener.in/screens/247358โฆ
Cc: @TechnoFunda_IN @MashraniVivek
screener.in/screens/149333โฆ
screener.in/screens/247358โฆ
Cc: @TechnoFunda_IN @MashraniVivek
Well, doing Video is a lot time consuming, and I wish to add two shares in the #MultiBaggers ๐๐ฟ as I believe 3-5x over next couple of years in these, if not before ...
1. Yes Bank Ltd.
2. J&K Bank Ltd.
Disclaimer: I am or have been invested in all the shares recommended โฌ๏ธโฌ๏ธ
1. Yes Bank Ltd.
2. J&K Bank Ltd.
Disclaimer: I am or have been invested in all the shares recommended โฌ๏ธโฌ๏ธ
Going further than above, โ๏ธ Bought #VishalFabrics today at the LC @ โน101.70. Company is back into profit in Q-II 2020 ... 52W High is โน372 and 3Y High is โน703 .... And Coy announced 1:2 Bonus on 4/12/2020 with record date of 16/12/2020 ๐ #HopeIAmRight ๐
Bought #JumpNetwork today on #LC #LowerCircuit @ โน16.80 ... Coy showed profits for last two quarters after significant losses last year. Can hope a #Turnaround here ... #HopeIAmRight ๐ (Disclaimer: #InvestAsMuchYouCanAffordToLose in any stock) ๐
Investors are often not aware that they have a negativity bias. A short thread that explains why so many people sell their stocks for the most futile reasons that look negative.
Examples about $SQ, $JD and mental support for $FSLY shareholders who start to doubt.
(1/10)
Examples about $SQ, $JD and mental support for $FSLY shareholders who start to doubt.
(1/10)
Let me first explain what the negativity bias is. It means that you feel that bad news is much more important than good news. In short, we all tend to focus on bad news and let it weigh much more in our decisions that good news. (2/10)
Let me give an example. If a company brings out a press release about a huge contract or a very promising acquisition, there is often a lukewarm reaction, even if it can be the biggest step the company has ever taken and the contract may put it in a whole different league. (3/10)
Investor doubts&Clarifications โCurrent Vs 2008-09.
โข Simple as well as difficult question of market bottoming and how much the indices will go down further...? Is this comparable to 2008-09?
โขIf indices go down further why not stock what one holds and how much?
โข And...
โข Simple as well as difficult question of market bottoming and how much the indices will go down further...? Is this comparable to 2008-09?
โขIf indices go down further why not stock what one holds and how much?
โข And...
โขWhat should be investment style in such scenarios?
~~Our view points .....
1)Market current bottom what we feel is 7400โ7500 only. Most of the bad news are priced in to the stocks. Some thing very BAD may quickly pull this down towards 6800โ6900 with a faster recovery.
~~Our view points .....
1)Market current bottom what we feel is 7400โ7500 only. Most of the bad news are priced in to the stocks. Some thing very BAD may quickly pull this down towards 6800โ6900 with a faster recovery.
2)Current Nifty PE and 2008-09 (18.6/10.6). We have done a co-relation of the same and the max nifty and PE down side can be 15.3. This we expect on a worst case scenario. Why we donโt expect a PE of 2008-09 โฆ? Multiple reasonsโฆ!!!
#TweetStorm
In 2015-2017 A lot of people wanted to become Full Time #Investors via #Smallcaps seeing #Multibaggers shown by #Advisers #Investors. In 2018-2019 a lot of people want to become Full Time #Traders via #OptionWriting, #Futures seeing #M2M shown by #Trainers #Traders
In 2015-2017 A lot of people wanted to become Full Time #Investors via #Smallcaps seeing #Multibaggers shown by #Advisers #Investors. In 2018-2019 a lot of people want to become Full Time #Traders via #OptionWriting, #Futures seeing #M2M shown by #Trainers #Traders
We used to earlier get influenced by people succeeding in your #social circle where you would know people over the years but now we get influenced by #SocialMedia successes that may or may not be true. #Tweetstorm on questions on approach to #FullTime #Trading
In 2018 we got a crash in #Smallcaps and #portfolios are down 10-50%. This will test out people who became #fulltime #investors without thinking or preparation. Now in 2019 if you want to be a #FullTime #Trader this #tweetstorm gives you only questions to help you think!.
