Discover and read the best of Twitter Threads about #tataelxsi

Most recents (12)

#askdrdhiman

My first 4 conviction bets were #DIVISLAB #deepaknitrite #bajajfinserv #astral and #TATAELXSI .

But real story starts here!

I first time invested in #DivisLabs on recommendation and sold it on recommendation on another person to buy some cheap PSU companies (1/n)
In which I got some lessons.
Then I started to study companies, business model and management.
After that I bought #DIVISLAB #deepaknitrite #bajajfinserv #astral n #TATAELXSI .
#nestle n #hindliver were in my portfolio brought on tips but later realised these 2 were (2/n)
Great #companies.
"Build your conviction first."

I'm still holding #DIVISLAB #deepaknitrite #bajajfinserv #TATAELXSI #astral #nestleindia n #hindliver because I feel a part of their #business.

#askdrdhiman
Read 3 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
For your information, Mr. Uday Kotak is the promoter,MD OF #KOTAKBANK
#KotakMahindra (2/n)
SRI Ratan naval Tata is the head of #TataGroup .
(3/n)
Read 5 tweets
Have you ever wonder why Indian IT companies are aggressively moving to the engineering R&D space? We have seen a humongous rally in stocks like #LTI #KPIT #HappiestMinds #TataElxsi Does the surge in the stocks are legit or it’s time to take a contrarian view? 🧵
Nifty IT Index returns in CAGR $CNXIT:

1Yr: 74.8%
3Yr: 26.2%
5Yr: 22.3%
Midcaps outperformed the large-cap, and indices:
Read 18 tweets
Investing in Small cap domination eventually leads to big wealth creation, Don't overoptimise for valuations here, in-fact optimize for Moat, if the company's business Castle is well moated, the long runway of opportunity will ensure you make a hell of a lot of money regardless.
The likes of Astral and Page hardly ever traded at conventionally cheap valuations since the beginning of last decade, but have still generated immense wealth for investors who have held it with the scarce commodity called "Patience".
While one might think that we chose the likes of astral and page selectively in hindsight, but the truth is truly moated small caps are hard to come by.
And being lenient with valuations is an act to be committed only with a select few.
When in doubt skip!
Read 5 tweets
In next series of tweets, I will try to present a few key highlights on Indian Tech companies. Often I hear that people want to invest in US cuz India does not offer many product companies. It is mere illusion! Let's see where we go with this series
India started as IT outsourcing hub, grew in size, made lives of many. Remained predominantly services provider. It still is, but it is transforming too. Indian IT is no longer pure services provider.
IT companies usually build reusable software components that can be wrapped to make an accelerator - something that can accelerate a functionality implemented for a new customer. All major IT companies used to have high regards for accelerator building in the past.
Read 17 tweets
Cloud & Digital – Multiple times bigger than Y2K for India…

Covid has accelerated cloud adoption in the world with more and more organization moving to cloud..Healthcare is shifting its data centers to cloud..patient records are getting moved to cloud..EHR software,
ERP software, HR and payroll software.. everyone is coming up wtih cloud enabled version..In next 10 years (and I am conservative here..), everything will be on cloud…Own data centers will be an obsolete concept…

Big pharma is using cloud for drug discovery.
Its both cost effective and much faster…Hospitals are dismantling their data centers and moving to cloud. It removes their non-core administration headache..Small,medium, big every organization is choosing cloud to cut their costs and improve the efficiency..cloud is the future
Read 22 tweets
A small Technical thread on the stocks of the most admirable person in India..😇🙏
@RNTata2000
#TataGroup

17 companies..almost 50 charts

#Daily #Weekly & #Monthly

Companies detail
tata.com/investors/stoc…

Views for study purpose..🙏

Will start from the Tech Giant..

1) #TCS
3) #TATAMOTORS..
After bad results don't how much this view is Valid.. but let's see..🙏
Read 18 tweets
Screen inspired by #RameshDamani sir:
Read on moneycontrol - Ramesh Damani's thumb rule of 24% returns can make you really rich.
List of companies that are making 24%+ CAGR profits. Will add information about each company in this thread...Contribute generously to this thread :)
28 Jewels of Indian stock market:
#RBLBank
- Rural focuse
- Improving Ratios (CASA, ROA, ROE)
- Great partnerships
- On track for vision 2020
Read 16 tweets

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