Discover and read the best of Twitter Threads about #Multibaggers

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
Diwali special portfolio.
Wait for muhurat #portfolio on Thursday at 6 PM.
Put your reminder on friends.
πŸ₯‚ Cheers πŸ₯‚.
#MuhuratTrading
#Samvat2078
#muhurat2021
#samvat
#Multibaggers
#Diwali
#DiwaliAsPerViratKohli
#Diwali2021
#Investment
#investor
#TRADINGTIPS
#trading
As per #indian belief, today Ma #laxmi comes to bless her children and on this auspicious occasion, #investors generally #invest something as it is regarded as Shubh Shagun.
For this, #BSE n #NSE offer trading for 1 hour known as #MuhuratTrading .
It's not mandatory but (2/n)
If you have excess cash in hand,you may invest in the #muhurattrading2021 .
Never invest by expending ur emergency fund or by any kind of borrowing.
Normal investing principles must not change for any occasions.
Stick to basics.
Learn D company well,read in detail (3/n)
Read 16 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
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.

🧡1/7
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.
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
Read 7 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
For, #twitter followers of @DrdhimanBhatta1
Age: 3 months 2 days.
Sex:M/F.
Chief Complaints: #Multibaggers aches.
O/E, Signs of #bullish ness.

Rx, My internet provider is #reliancedigital
My buddy @BhatiaPrashant1 's connection is of #Airtel but @CaJohnKaran1 doesn't know (1/n
#techmahindra is working for 5g in #India.
Being a top brass of #kotakmahindra bank,my buddy @kamale1605 rides #eichermotors bikes and smokes top brands of #ITC cigerrattes.
Major @kuttrapalian loves #hdfcbank very much!
Though people loves #tatasteel very much,but I use (2/n)
#jswsteel for my home,rather I love products of #tataconsumer .
I have to go,chief manager of #cipla is waiting for me.

Direction for use: Bookmark this thread and read it loud once a week for 3 weeks.
Not a recommendation for treatment purposes only.
Thanks for your time βœοΈπŸ™.
Read 3 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
A lot of people ask me the question, where did I find my first #multibaggers and where I look for potential ones now.

πŸ‘‡πŸ»[THREAD]πŸ‘‡πŸ»
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.
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
Read 6 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
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
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.
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.
Read 7 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
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)
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)
Read 10 tweets
Investor doubts&Clarifications –Current Vs 2008-09.
β€’ Simple as well as difficult question of market bottoming and how much the indices will go down further...? Is this comparable to 2008-09?
β€’If indices go down further why not stock what one holds and how much?
β€’ And...
β€’What should be investment style in such scenarios?

~~Our view points .....

1)Market current bottom what we feel is 7400β€”7500 only. Most of the bad news are priced in to the stocks. Some thing very BAD may quickly pull this down towards 6800β€”6900 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 don’t expect a PE of 2008-09 …? Multiple reasons…!!!
Read 8 tweets

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