@VijayKedia1
Sir , respect! Ideally when people want to sell..they talk big and tell retailers of what a great story it is.. saw ur interview on CNBC today and amazed at ur honesty on certain stocks that since they have run up too much , u may sell ...Honesty is a rare quality!!
@AdityaD_Shah
Same with quant mutual fnd..
All these funds axis, icici etc. had wasted pblic money in Nykaa also...its high time public hold these fund managers responsible .. they do it jst to stay in good book of investment bankers
@Kaleem493
@spectatorindex
Its more than that. If you look at history and what Jordan and its King had to face ...I doubt anyone would want it again in their country
@Aditya_joshi12
Target is 10x in 3-5 yrs
Cadysys , RBM infra , KDL , WS industries , KPEL , Affordable
Gensol can be 5-7x
Though other than Cadsys , none fall in ur philosophy of low TTM pe , so not sure if u would agree
@blitzkreigm
@blitzkreigm
Just Imagine Sachin with the new ODI rules of less fielders outside the circle , 2 new balls , sapaat wickets....damn!!! Sanath Jayasuriya had recently tweeted where he felt with these rules Sachin would have scored a hundred in every 2nd match
@Finstor85
Its amazing how luck works.
A drunkard enlightened me on Renewables when he was sloshed
And a friend of my friend who stayed at my place for exactly 4 hrs informed me 2 yrs back how big Data Centres will be across.
U never know from where u may get information which can tranform
ऐसे होते है सियाचिन के हालात किंतु कुछ नेता और बॉलीवुड अभिनेता इनके शौर्य और कर्तव्यनिष्ठा पर सवाल उठाते हैं..
नमन है भारतीय सेना के जांबाज सैनिकों को ! वन्दे मातरम...।।🙏🇮🇳
@Iamsamirarora
@Iamsamirarora
What is this samir. Dont u knw Munger , Gates,Warren and all billionaires have trusts for charitable purposes.They dont give anythng to deir children. What golden hearts:)
OOPS!! trustees are their relatives 😈😈😈
Inheritance tax saved and so too future income tax
@abhishekcjain
1 yr view : Kotyark (High Growth) Shankara Building (safe) Best Agrolife (Risky) Sanghvi Movers Krsnaa WS ind
2 yr View : Hariom Pipes Gensol(Assured growth of 100 percent yoy but valuations also demanding) Man Industries ADSL Antony Waste Rbm Infra (High growth high valuations)
@rajuidesai
TRL I believe is a long term story . Not one to be parted away for the next 2-3 yrs. One or two results may be slightly lower than expectations but this can be big from here too. More like a 10x story if things don't fall out of place.
@preet2419
@connectgurmeet
Two points:
1. Most indians who actually operate seriously have multiple accounts hence may not be reflecting the right picture
2. What is the average account holding and what has been the delta on that may give a better picture , if that could be shared
@Sudheep8531
Best Agro , Hariom , Venus Pipes , Ganesh Remedies , Ganesh Benzoplast , Inflame ,Yasho , Faze Three , PCBL , Gensol , Ami organics , Balaji Amines and Jubilant Ingrevia - some have executed just or have planned in the next 1-2 yrs
@Aditya_joshi12
I am a shareholder in KP and Brand concepts - bhai itna easy nai hota ...poor results main fall dek ke haalat kharaab ho jaati and very difficult to re enter ..Hence riding them requires Prashant sir jaisa patience warna if one bad result pe one exits...all these would be out
@LearningEleven
Absolutely. Have worked in EHS. Lots of scope. I like Taylormade .
Clients include : Asian Paints, Ami organics etc.
Promoter has 2 patents to his name which has been crosschecked.
@preet2419
@PalSouresh
Filed for a third.
Disclaimer :
SME . Extremely risky.
@GhazalAlagh
@blitzkreigm
@soniashenoy
@GhazalAlagh
What abt the ones on the shopfloor ? There are several roles in manufacturing where WFH is not even an option ..If a solution is to be figured out please keep that large population in mind too
@sahil_vi
@GabbbarSingh
@sahil_vi
Then shouldn't you handover all your earnings barring necessities to the govt and 90 percnt tax should be levied on the rich ? Middle class ne sabka theka le rakha hai ??? Its amazing how things get justified...proabably that whyless than 500 waale fotwear and milk cont
@ishmohit1
I would humbly request anyone who wants to do the same to please do it ..leave ur job and become a full time investor ...perfectttt!!!!
BUT JUST DO THAT IN A BEAR PHASE thats when u would have passed all tests and if the thought remains ....BINGO!!! jivan ka maqsad mil gay :)
@Aditya_joshi12
Har bhaar ka wahi scene hai ..Tabaahi tabaahi ...phir ek baar narrative change , sab change.
This fall has nothing to do with earning weakness
@drprashantmish6
i actually don't think it was that difficult in case of Gensol for two reasons:
1.Availability of
@AnmolJaggi
to address investor queries
2. Earning visibility always being there
@drprashantmish6
Hi Sir...try try again :) ..Hum honge kaamyaab..kabhi toh notice karoge :) ...as a doc u would have chhanged a lot of lives...now as an investor and more importantly a teacher also :)
@sahilbhadviya
@sahilbhadviya
Hi , This mostly hapens on April 1st especially in stocks where high selling occured due to tax loss harvesting. They start covering it
@Manojeet_Das
Know so many people. Myself have lost out on so many gems because i thought i could keep timing them :(
Later realised , just focus on earnings and other fundamentals. When the y go haywire exit , else 5 star Khao :)
@sahilbhadviya
@bhautikbhikshu
Mutual Funds have pumped it up ..personally feel that it is extremely overvalued at the current juncture .Also one must understand that leave aside sales , even the margins aren't coming back soon..this stock is an enigma
@VVVStockAnalyst
@VVVStockAnalyst
Dont panic ...Honest people running the company ..u cant control who buys ur stock...i feel this will bounce back as this news isnt really of significance ..around 1.5% stake in Gensol..If u dont panic u will be rewarded in a month or two
@LuckyInvest_ARK
@Neerajs41363969
and the irony is SEBI did this to ensure stocks don't fall in a jiffy when crash comes :)
We must be grateful. Ab more than Fundamentals and earnings, focus should be on path breaking statements by authorities
@web_vj
@web_vj
: TRL , KDL, Gensol (already known , share will obviously soon react to it), Kotyark , RBM infra , Sunta tools, Cellecor, WS industries
Take ur pick. All will show gr8 results.
@LearningEleven
literally ..it seems every business has cycles ...until you go completely wrong...most businesses have a comeback cycle ...amazing...are they examples of sectors completely finishing ?
@LearningEleven
@Tijori1
Na na ..this data s thoda misleading...kya hota hai ..they were SME ...lots were expensive so very few could buy ...the some good companies only move to BSE mainboard and then subsequently NSE and then single shares can be traded , hence the last jump ..usse pehle SME tha
@ishmohit1
Obviously everyone has their flaws . But we must also appreciate the good things. Personally feel , India took the right stance and boy did they show them their place. Don't take our peaceful demeanor for granted.
Excellent Diplomacy showcased in this case. Kudos !!
Lot of DMs about my last tweet on Reverse bidding article..
Wanted to share some more of my thoughts
1. I could not find any official statement from MNRE / other goverment website, neither I could find any other article about it ( although Hindu is reputed themselves )
2. In…
@LuckyInvest_AK
@fintalk_india
Brilliant ..3 points I knew ..4th waala increases my respect for u :)
Analysts wold have come in later na ...with whom did u bounce of ideas in the beginning or was it a solo process ?
@nid_rockz
Despite the results , Do u feel it is worth a buy at these valuations ? It may run up post good results for a few days bt to me it seems most of the future growth is priced in. Please do correct me if understanding is wrong bhai.
@nid_rockz
@GanatraNandan
My Experience :
Anyone who says I did this , I did that. Enter 2 yrs back at this level , now this . Blah Blah. I buy , I exit , I enter again - Mostly avoids
Silent guys who rarely tweet and mostly want u to interact on DMs (no publicity) - Damn Damn Good
1/2
@Manojeet_Das
Analysing companies is something that 1 can always master with diligence . Identifying valuatns is also something can be done. However price movements happen basis factors not in human control as mass behaviour and discovery etc. driving it. Focus on the controllables is my take
@drprashantmish6
@drprashantmish6
Sir, Ek request thi : In the end the stock price is a slave to earnings (present or futuristic)..You identify hidden gems but they have limited info..Could u just share some points on their growth prospects will be really helpful. Just a request
@Manojeet_Das
Be consistent with ur approach. There is more than one way to make money in the markets. Make sure that decisions are based on data and interactions and not on noise - the IQ part should be there but learning to be emotionally stable is even more important for long term
@ankitbahuguna84
I think this is where we go wrong...we will have to accept ki mazhab where superiority is preached , sikhaata hai to look down upon others
@LearningEleven
haan ..I agree energy has a secular 2-3 yr run wrt to results as this is a big domestic strucutaral change which has high govt focus..the free run mostly is over but earnings shall reward even if pe re rating may be difficult from here now
@contrarianEPS
@tushar9590
AK is a guiding light and obviously an extremely successful investor ..so if u are in this field u would like to study his work and success
By the way , dude is humble and helpful too
@LuckyInvest_AK
did Rohit play one of the greatest innings of the tournament without anyone eve noticing ? Damn Sharma ji ke ladke main baat to hai ....brilliant captaincy too
@soicfinance
1st Case : Hariom Pipes and Antony Waste
2nd Case: Paytm , nykaa etc.
Future earnings is the growth driver :)
Disclaimer : Hold Hariom , Antony and Nykaa(as a positional trade)
@drprashantmish6
@drprashantmish6
Have u analysed Ganesh Benzoplast sir?
Have been a long time investor in this but recently post their expansion plans where OPMwill be 75-80% and guaranteed revenue, Malabar and Anil Kumar ji have bought big chunks. Owners have also infused money at Higher price
@RajStockWatch
All excellent companies . Add to it Star Health too :)
The guy /gal running it is an amazing stock picker. One must appreciate that. All top notch companies
@tapak7
@raghavwadhwa
hi , since u recommended Varanium cloud ..can u go through the same and clarify please...Will be helpful for a lot of ur followers..so that both sides can be presented
@LuckyInvest_ARK
If I am not wrong 75-90% of power of France is nuclear
Its supposedly the best form however equally difficult to get access even for civilian needs. Hope so this works
@soicfinance
Bought this one around 500 .....it doubled and then halved again..held on..and since ..it's just been a one way rally....Exited recently but a life transforming stock/company :)
@nikeshyadva
@AnmolJaggi
Same here :)
@chiragdashj
@Aditya_joshi12
Difficult to find promoters lyk
@AnmolJaggi
who has the clarity and the hunger to succeed . Proven not in One but across ventures. I know you shouldn't fall in love with a company but 1 shud also hav respect 4 such entrpreneurs 1/2
@Aditya_joshi12
Personally I feel action is the need of the hour.
If the company is guilty , they should be punished. If the fear monger-er is wrong , it should be a punishment which becomes an egs .
You think posting such article is erring ?????Responsible Reporting means presenting both sides
@VVVStockAnalyst
Reverse Auctions re introduced in Wind .
My take as in Gensol -> not a matter of concern..just noise as clarified by the MD on CNBC today
@LearningEleven
I am buying SMEs
No buying and selling advice
Yeh tibrewala ki companies are all good . Wherever promoter involvement , there it will be a pain. Actually report should have revealed that rather than painting all bad
Mujhe toh bhai ka stock selection pasand aaya
@soicfinance
Listing a few companies , if u ever get the time to study :
1. Brand concepts
2. Shankara building Products
3. Gensol
4. Kp Energy
5. Antony Waste
6.Balaji Amines - this I think u have studied
7. Krishca strapping solutions
8. Salzer