Discover and read the best of Twitter Threads about #MultiBagger

Most recents (24)

I"ll be entering into 2 smallcaps tomorrow both of which has potential to be #MultiBagger in a decade.
I shall be sharing both #stocks on next Thursday evening provided you guys share your choices of 2 smallcaps which may be huge #Multibaggers with minimum 100 participation(1/n)
And minimum 1000 retweets so that everyone gets benifit from that idea both of which I am studying for last 18 months.
One company has more than 200% TTM growth CAGR and another near πŸ’―% TTM growth CAGR.
#MultiBagger
#Multibaggers
#MultibaggerStock
#askdrdhiman (2/n)
These 2 #Companies have very good management with continuous growth.
Not only that ,being a small cap #stock,one of those R completely debt free and another very negligible debt to equity RATIO.
#MultiBagger
#Multibaggers #MultibaggerStock
#askdrdhiman
Only retweet Max (3/n)
Read 5 tweets
When you don't realise the business and not optimistic, investment opportunities will run in front of you.
#askdrdhiman
I bought #IRCTC in February 2020 realising it's monopoly business.
But as #COVID19 hit the Deck very badly and I saw people dying in front of me for (1/n)
Months, I became sceptical.
Then I had my first attack of #COVID19 in June 2020.
I was so pessimistic at that point of time,I felt there is no way out for covid19 and felt #IRCTC has no future.
I sold it in loss!
Multiple times it has provided me opportunity to (2/n)
Add #IRCTC into my #portfolio .
But as I always mention you can't #HODL an #investment if you don't have conviction.
I didn't pay any attention to it
It did very well in last 1 year.
Congratulations to all #IRCTCeCatering #shareholders who believed in it.
You are already (3/n)
Read 5 tweets
Welcome to study of an #undervalued company which may prove to be #MultiBagger if #Management walks the talk 🦜, #sectoral tailwinds continue and #China +1 policy runs like this.
Caution ❌
Study of a financially illeterate person, don't invest or trade on it,do ur own research.
I am a newbie and starting to learn about #StockMarket only about 2 decades ago,but when a company shows signs like this on #Technical #analysis,it denotes something brewing in the #company.

On hourly chart, I have found this interesting pattern.(2/n

#askdrdhiman
#MultiBagger
After a bit of research,I have found that #DIIs and #FIIs are buying in huge amount in this #company!
Now when, strong hands buy like this within a span of few hours,that means it's a serious #business.
#priceaction very positive.
#MultiBagger
(3/n)
Read 9 tweets
A mega thread on
MEGHMANI FINECHEM LIMITED

Cmp ~ 708 Rs as on 25 Sep 2021
Mrkt Cap - 2944 Cr
Eps - 24.5
Roce ~ 16%

π‘»π’“π’‚π’π’”π’‡π’π’“π’Žπ’‚π’•π’Šπ’π’ π’‡π’“π’π’Ž π‘©π’‚π’”π’Šπ’„ π‘ͺπ’‰π’†π’Žπ’Šπ’„π’‚π’ 𝒕𝒐 𝒂 𝒗𝒂𝒍𝒖𝒆 𝒂𝒅𝒅𝒆𝒅 π’”π’‘π’†π’„π’Šπ’‚π’π’Šπ’•π’š π‘ͺπ’‰π’†π’Žπ’Šπ’„π’‚π’π’”

1/n ThreadπŸ‘‡
Meghmani Finechem Limited (MFL) founded in 2007, is
recognised as one of the leading
producers of π‘ͺ𝒉𝒍𝒐𝒓 π‘¨π’π’Œπ’‚π’π’Š 𝒂𝒏𝒅 π’Šπ’•π’” π’…π’†π’“π’Šπ’—π’‚π’•π’Šπ’—π’†π’” with backward and forward
integration facilities.

2/n
π–π‘πšπ­ 𝐒𝐬 𝐂𝐑π₯𝐨𝐫 𝐀π₯𝐀𝐚π₯𝐒?
π‘ͺ𝒉𝒍𝒐𝒓-π’‚π’π’Œπ’‚π’π’Š π’‘π’“π’π’„π’†π’”π’”π’Šπ’π’ˆ π’Šπ’” π’†π’”π’”π’†π’π’•π’Šπ’‚π’π’π’š 𝒕𝒉𝒆 π’†π’π’†π’„π’•π’“π’π’π’šπ’”π’Šπ’” 𝒐𝒇 π’”π’π’…π’Šπ’–π’Ž π’„π’‰π’π’π’“π’Šπ’…π’† (𝑡𝒂π‘ͺ𝒍), π’˜π’‰π’Šπ’„π’‰ π’ˆπ’Šπ’—π’†π’” 𝒐𝒖𝒕 π‘ͺπ’‰π’π’π’“π’Šπ’π’†, π‘―π’šπ’…π’“π’π’ˆπ’†π’ & π‘ͺπ’‚π’–π’”π’•π’Šπ’„ 𝑺𝒐𝒅𝒂
Read 19 tweets
Diwali portfolio coming up before market close

I will be giving out 1 Stock on every 50 likes

With technical + funda analysis

Total stocks selected 8
First Diwali pick

Diwali Portfolio
#Vmart

In retail segment company has bought out retail stores from Arvind fashion

Total number of stores crossing 300+

Triangle pattern on daily chart

CMP 3540

Stop below 3420

Target - 3800/4000/4500+

#Inveating
#HGinfra

Second pick

This Infra company is participating in the biggest expressway from Delhi to Mumbai as a joint project

Cheap compared to peers

Orders are flowing up and the company has improved margins in infra industry

CMP 645

Stop loss below 610

Target 800/1000+
Read 11 tweets
Alert: 1. long 🧡 ahead.

2. This is a study of a financially illeterate person having no finance or stock market background that's me.

Study the companies in details before any investment decision.

Not any recommendations,for educational purposes only. (1/n)
How much companies should one hold in his #Portfolio?
The million dollar question.

Over the years,after making huge losses in #market being a financially illeterate person, I started studying some great authors.
From their teachings, what I have learnt I can share with you.(2/n)
David Einhorn mentioned that as Joel GREENBLATT pointed out,holding minimum 8 #Companies in your #stock #Portfolio reduces D concentration risk more than 80%.

I personally never had a portfolio less than 8 #stocks .

But your study may vary as I am financially illeterate.(3/n)
Read 17 tweets
#deepaknitrite
1. Bulk chemical section: #EBITDA #Growth 250 times in last 4 years.

2. Entered into #deepakphenolics ,a fresh ocean,like higher studies.

3. Fine ORGANICS n #speciality Segment: #forward and #backward #integration complete.

4. #Phenolics
QOQ growth 300%. (1/n)
5. Normally a great #company utilises maximum 95% of plant capacity,but in #deepakphenolics utilisation is now more than 125%!!!!!!!!!!
6. #deepaknitrite #phenol #EBIT increase 250%.
7. Basic chemicals sales rise 200%.
8. Basic chemicals #margin 24 to 33%.
(2/n)
9. Very very very low cost #company #deepaknitrite .
10. Loss making fine chemicals sector growth 80% YOY .
11. HUGE #TAILWINDS .
12. #dasda and #oba is their point of concern.
13. 11000 crores #capex like a brand new company πŸ€”.
14. Fresh subsidiary!
15. #deepakphenolics (3/n)
Read 7 tweets
Amazing
#hcltech
#hcl

Not a recommendation for educational purposes only (1/n)
Segment wise revenue breakup.

IT and Business Services 72%
Engineering and R&D services 17%
Products & Platforms 12%

#hcl
#hcltech

Geography wise revenue breakup

USA – 58%
Europe – 27%
India – 3%
Rest of the world – 12%

#MultiBagger
#multibaggers
Not a recommendation.(2/n)
Vertical of service:

Financial Services 21%
Manufacturing 18%
Technology & Services 18%
Retail & CPG 10%
Telecommunications, Media, Publishing & Entertainment 8%
Lifesciences & Healthcare 14%
Public Services 10%

#hcl #hcltech #MultiBagger #multibaggers
NOT a recommendation(3/
Read 11 tweets
Today $FUBO, one of my potential #multibaggers, publishes its Q2 earnings.

Some expectations and thoughts belowπŸ‘‡πŸ»

🧡1/6
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.
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.
Read 6 tweets
Today our topic of discussion is #SAREGAMA industries Ltd.

Let's start.

Saregama India Ltd. is an Indian music label and content producer for Indian television.
Introduction:

Its music catalogue consists of more than 117,000 songs in 14 languages built over a period (1/n)
of more than 100 years. It has daily and weekly TV shows currently on air with television networks in India.

#Saregama ’s head office is located in Mumbai, with other offices in Kolkata, Delhi and Chennai.

It is listed on the NSE and BSE.

Pic: original #Kolkata
Studio.(2/n)
History:

#SAREGAMA was founded in 1901. It produced the first song recorded in India and later moved into the production of cinema and television content, digital retailing, aggregation, radio programming and events.

#Multibaggers
#MultiBagger (3/n)
Read 18 tweets
#JubilantIngrevia got demerged from Jubilant Life science and started trading from yesterday at a very moderate valuation to peers it seems. There is not enough information about the past years & Balance (1/n)
#Multibaggers
#Multibagger
But the company in the investor meet gave most of the required info about the company. The fair value as per me is undervalued yet & the market has to correctly price it as per sector & EPS. (2/n)
#Multibaggers
#Multibagger
#JubilantIngrevia
#JubilantIngrevia may be a long-term compounder & is available with enough Margin of safety for now.
Management

Bhartia Group is a well-established & reputable group and have been successful so far. (3/n)
#Multibaggers
#Multibagger
Read 12 tweets
#kopran is a Mumbai-based integrated Pharma company that generates ~ 58% of revenue from APIs and 42% from the formulation business (9mFY21). The exports of APIs and formulation together contribute ~80% of its revenue. Its formulation business is
#Multibaggers
#multibagger (1/n
operated through #kopran Ltd and APIs vertical is run by a WoS- Kopran Research Laboratories Ltd (KRLL). The company has shown strong performance during recent quarters on the back of a larger products portfolio, focus on niche segments #Multibaggers #multibagger
(2/n)
and geographical expansions. It has built dedicated and versatile facilities for Atenolol, Pregabalin, Cephalosporins (non-sterile & sterile), Macrolides, Sterile Carbapenems, which are witnessing healthy growth worldwide. The strong performance of
#Multibaggers
#kopran (3/n)
Read 19 tweets
YOY PAT GROWTH 206%

YOY EBITDA GROWTH 149%

YOY REVENUE GROWTH 126%

AWESOME IS A VERY SMALL ADJECTIVE FOR THE #deepaknitrite

#MultiBagger
#multibaggers
#invest
#investing
#Investment
#investors

Do you agree?

Not a recommendation for educational purposes only.
BAAP hamesha BAAP hi hota hain
#Deepaknitrite
BAAP hamesha BAAP hi hota hain
#Deepaknitrite
#multibagger
#multibaggers
Read 5 tweets
Mera dost DEEPAK shadi manaya LAURUS se.
Baap ma nahi mani kyunki inter religion marriage!
To MOTILAL ko ana pada.
Woh FINANCE deke dono ke liye ek NITRITE LAB khola.
#deepaknitrite
#LaurusLab
#MOTILALOFS
Result day.
#Multibaggers
#MultiBagger
Not a recommendation for fun ONLY
Laurus bahut gussewali ladki hain.

Wo hubby Deepak aur dost Motilal ke upar gussa kiya aj bahut.

#LAURUS
#deepakntr
#MOTILALOFS
NOT a recommendation for fun ONLY.
Lekin akhir Deepak ne Laurus ko hara diya.
QOQ AND YOY BASIS.
#deepaknitrite
#lauraslab
Read 4 tweets
A new sun 🌞🌞🌞🌞🌞 will rise on Monday in Indian CAPITAL market.

Will discuss about it later in details.

For the time being,some key fundamental facts for you guys:

#cleanscience
#CleanScienceandTechnology
#cleansciencetech

1. Company has reduced debt over time.

(1/n)
#cleanscience
#cleansciencetechonolgy

2. Company has delivered excellent profit growth of 50% CAGR over last 5 years (12% is great)

3. Company has outstanding return on equity (ROE) track record: 3 Years ROE 45%(15% is great)

(2/n)
4. Company has been maintaining a healthy dividend payout of 50.24% (20% is great)

5. Now it's debt free

6. Amazing management

7. Unique business model

What is your view friends?

#cleanscience
#cleansciencetechonolgy

NOT a recommendation for educational purposes only.
Read 5 tweets
#sis India case study πŸ“š

Security & Intelligence Serv is directly and indirectly engaged in rendering
1-#security and related services consisting of manned guarding, training, and indirectly engaged in paramedic and emergency response services;loss prevention, asset protectionπŸ›‘οΈ Image
2-#facility management services consisting of cleaning, housekeeping and pest control management services in the areas of facility management;

View welcome πŸŽ‰πŸ’žπŸ˜
@Investor_Mohit
@nid_rockz
@unseenvalue Image
3-#cash logistics services consisting of cash-in-transit, ATM cash replenishment activities and secure transportation of precious items and bullion; and alarm monitoring and response services consisting of trading and installation of electronic security devices.

@RajarshitaS Image
Read 7 tweets
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
$SENS Investment Thesis (1/7)

– Diabetes is one of the most common diseases (~500 million people worldwide have one of the types of diabetes)
– 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)

– Diabetics are required to monitor their blood glucose levels constantly, and traditionally it is done by finger pricking
– Many companies tried to solve this problem in a different, more convenient way
Read 13 tweets
Next on my list of potential #multibaggers is $CCIV (@LucidMotors)

A technology company that produces a true luxury electric vehicle centered around the human experience

Below is a small part of highlights from my in-depth research based on my original framework Image
$CCIV Investment Thesis (1/4)

– Automotive industry is undergoing dramatic changes (mainly to combat global climate change)
– All global carmakers have committed to the development and production of vehicles powered by batteries or alternative fuels Image
$CCIV Investment Thesis (2/4)

– According to @ARKInvest, EV sales will grow from 2.2M (2020) to 40M (2025), representing a CAGR of 82%
– Luxury car market is no exception to this change
Read 10 tweets
I want to introduce #fintwit to $BFLY (@ButterflyNetInc), a potential #MultiBagger

A digital health company that is making medical imaging accessible and affordable to everyone in the world

Some highlights from my in-depth research based on my original framework

πŸ‘‡πŸ»[THREAD]πŸ‘‡πŸ»
$BFLY Investment Thesis (1/4)

– 2/3 of the world has no access to medical imaging (MRI and ultrasound)
– Access to medical imaging is vital (2/3 of diagnostic dilemmas can be addressed through simple imaging)
$BFLY Investment Thesis (2/4)

– Traditional medical imaging devices are expensive (from $10k – $100k), bulky (cart-based), and must be operated by specially trained professionals
– Access to them is limited even in the developed countries (let alone third world countries)
Read 27 tweets
#fintwit community, I want to introduce you to $SKLZ (@skillz), a potential #MultiBagger

A platform that enables cash competitions in mobile games with 10x potential growth

Some highlights from my in-depth research based on my original framework

πŸ‘‡πŸ»[THREAD]πŸ‘‡πŸ» Image
$SKLZ Investment Thesis

– Traditional mobile games are monetized by in-game ads or purchases
– Skillz allows developers to monetize their games through cash competitions
– Cash competitions generate 3x more revenue
– Games with cash competitions have 58% higher engagement Image
$SKLZ Company Overview

– Value proposition: fairly compete for money in mobile games with other players
– Industry: gaming, e-sports, gambling
– Size: small-to-mid cap (>$6B) Image
Read 15 tweets
πŸ‘‰πŸΏWhy I believe this #multibagger #Lauruslabs can be a 4 digit stock from here on

➑️Short //Thread\\

In Q4 FY21:

βœ…Formulations revenue grew 60.9% YoY to Rs. 430 crore
βœ…CRAMS business grew 19.0% YoY to Rs. 176 crore.
βœ…EBITDA margins improved 1059 bps to 33.4%

(cont..)
~ #Laurus has planned a capex of Rs. 2400 Cr in next 36 months through internal accruals.
~As per mgm guidance it will have a sales of over 7000 cr in FY23.
~With healthy margins & RoCE of 35%+ we can assume Profits upwards of Rs. 1450 Cr which gives a FY23 EPS >Rs. 27

(cont)
Moderating its Growth from 40%+ in the past to a more reasonable 30% in FY24 will take its sales over Rs. 9000+ Cr.
With healthy FCF & 35%+ RoCE (1.3/1.4 times of asset turn x 28%+ EBIDTA) it will generate profits in upwards of Rs. 1950 cr. giving it an FY24 EPS of Rs.36+

(cont)
Read 4 tweets
Multi-year breakouts

Thread// πŸ‘‡
#SAIL

πŸ”¨ SAIL ( Steel authority of India)

Stock will give a decade long multi-year breakout above 100

First potential targets will be 150/200+ ImageImage
#Jagsonalpharma

πŸ’Š Jagsonal pharma is poised for a 20y long multi-year breakout

Stock first came out from base at 45-48 levels

Now once it closes above 100 the breakout would be confirmed

Technically the stock may reach 200+ levels and more

Mcap is only 200cr Image
Read 16 tweets
Today I run various query and found one stock qualifying all my parameters.
Refex Industries engaged in the refilling of eco-friendly Refrigerant Gases, sales of Electrical Energy, Sales of Solar Accessories and Job service-related works. #Multibagger #RefexIndustries #Refex
Average return on capital employed 3Years >30
Book value > 0
Debt to equity < 0.3
Dividend yield > 1
Earnings yield > 15
G Factor >= 7
Interest Coverage > 4
Market Capitalization > 15
Net Profit latest quarter > 1
Price to Earning < 20
Price to Earning < Industry PE
Return on equity > 15
Return on invested capital > 25
sales > 250
YOY Quarterly profit growth > 40
YOY Quarterly sales growth > 40
Read 4 tweets
Well, doing Video is a lot time consuming, and I wish to add two shares in the #MultiBaggers πŸ‘‡πŸΏ 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 ⬇️⬆️ Image
Going further than above, ☝️ Bought #VishalFabrics today at the LC @ β‚Ή101.70. Company is back into profit in Q-II 2020 ... 52W High is β‚Ή372 and 3Y High is β‚Ή703 .... And Coy announced 1:2 Bonus on 4/12/2020 with record date of 16/12/2020 πŸ˜‡ #HopeIAmRight 😊 Image
Bought #JumpNetwork today on #LC #LowerCircuit @ β‚Ή16.80 ... Coy showed profits for last two quarters after significant losses last year. Can hope a #Turnaround here ... #HopeIAmRight πŸ˜‡ (Disclaimer: #InvestAsMuchYouCanAffordToLose in any stock) 😊 Image
Read 33 tweets

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