@royalenfield

@royalenfield

Most recents (5)

1/365 - Starting this thread with one of the first Motorcycles to be built in India. The @royalenfield #Bullet350. A Motorcycle which was initially built for the Indian Army but with time found patronage amongst varying genre of people achieving a cult status over the decades.

2/365 - After selling imported Vespas for a while, Bajaj Auto started manufacturing the #Bajaj150 under license in 1959. This was one of the first Scooters in India and certainly changed the 2-Wheeler scene as it was initially available at a significant premium in the market.

3/365 Automobile Products of India (API) was the 1st Scooter maker in India and manufactured the #Lambretta Li 150 Series 2 under license from Innocenti at Bombay in the 1960's. This scooter was very popular and made appearances in a few famous Bollywood movies too. #BikerLife

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ಅಜಯ್✨Ajay🚀Lokesha 🇮🇳 Value🪔Tweeter 🐥

@Lokesha_Ajay

@dmuthuk

#Thread of the top 3 stocks, sector wise

Industrial Conglomerate
#Siemens
#3M
#Godrej

Pharma
#Caplin
#Granules
#Natco

Electronics
#Dixon
#Amber
#Honeywell

(1/n)
.@dmuthuk .@Arunstockguru .@AnyBodyCanFly .@FI_InvestIndia .@Gautam__Baid .@contrarianEPS .@AswathDamodaran

@ipo_mantra

Health care
#Lalpath
#Kovai
#Narayanahru

Auto
#Eicher
#Maruti
#Hero / #Bajaj / #Escorts (#Tractor)

Auto parts
#Minda
#Motherson
#Subros / #Fiem

Communication & networking
#Sterlite
#Dlink
#Tejas

Chemicals (huge options)
#Kanchikarp
#Kilpest
#Bodal

(2/n)

.@ipo_mantra

@VJ_Rabindranath

Biotech
#Syngene
#Eris
#Vivobio

Transport
#IRCTC
#Interglobe

Real estate
#Sunteck
#Nesco
#Oberoi

Logistics
#Allcargo
#TCI
#Mahindralog

Banking & related
#Creditaccess
#Bajajfinance
#Hdfcbank / #Kotak

Food
#ZYDUSWELLNESS
#Avanti
#Hindfoods

(3/n)
.@VJ_Rabindranath

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kumar saurabh

@suru27

#ARNotes #Avanti Key notes from FY20 AR.

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Nooresh Merani

@nooreshtech

#TweetStorm - Expensive or deserves to be Expensive ? 1)One thumb rule for screening expensive companies is Market Cap to Sales or Enterprise Value to Sales. A 10x or more is generally expensive unless the company can grow sales rapidly or has extremely high Net Profit Margins.

2)Another way to look at expensive is if the Market Cap is equal to the Total Sales of the Addressable Market Size. This would lead to company having to launch different products in the future.

3)May not be the approach to take a Sell Decision or a Short Sell Decision. Very few companies can command such high valuations. Thumb Rule is just to review the investment thesis and the quality of the business. If doubts on quality , get out.

Read 9 tweets

Trendline Investor & System trader

@dmdsplyinvestor