Thread by @shyamsek

Time for some fun.
Instead of mocking others, let's do some self mocking.
This is the "best collection" of stocks.
I'm going #equalweight.
Just Ten MostBoring Stocks.
All-in-one Hall of fame list.
Presenting
The #BoringStocks of 2023.
Feel free to track & ridicule.
Here we go.

#HDFC. The mother of all boring stocks. Soon to be #hdfcbank.
Should do better simply because the expectations have never run so low.
1/10

#COALINDIA. No less boring. Much hated. Much bitched on WhatsApp. Everybody loves to abuse." Dividend play that's a widow stock" is what #BAAP Moghuls will call it on TV.
Most "intelligent investors" feel the same way about its owner as they do about their own mother-in-law.2/10

#Powergrid. Every now and then sees an inside hit job that will kill investor confidence. It has Ministries working overtime, competing with one another to destroy it's marketcap. And, it is so boringly safe that nobody loves it. Infact, "smart investors" hate safe stocks. 3/10

"Oh it's a PSU. Has only one customer." Somehow our intelli"gents" don't see shipyards & aeronautics the same way. Different strokes for different folks. But, this is so boringly safe, it's almost a sureshot. All you need is buy it when it falls. Or should I say, lands.#HAL 4/10

“Oh, you are too #PSU biased.” Before one of Old-Male Aunties start, let me steel up, move to the Private-Public sector- Yes, Tatas. Finally, something good can actually happen to #TataSteel. For old foggies waiting since 2008 for that Golden moment of Alchemy, 2023 is hope. 5/10

I don’t know if it’s a Private or PSU Bank. But, it has been slowly getting to where it always wanted to be. It has got its tech right, leadership in place,all growth engines going and looks well set. But, markets remain doubtful, awaiting bad news all the time. #ICICIBANK 6/10

Another Private-PSU. When i turned bullish at ₹1700, my friends gave me killer looks."You were such a critic?". When facts change, i changed my mind. Though it isn't #ITC, it's as diversified, if not worse. But, #Larsen 's time has come. It's in a classic buy on dip phase. 7/10

This Co is now kicking #ITC 's butt in its only winning #FMCG segment. Finally. But, it's management certainly doesn't inspire trust. Yet, its biz has got all the right cookies in the jar. The one #FMCG play that looks ahead to ₹#GoodDay' s. #Britannia is classic boring. 8/10

An Out of favour sector must find place in a #BoringStocks list. This stock's seen more controversy than any other #Pharma Co. But, it is also fundamentally a great Co. And, it has been doing all the right things recently. #Sunpharma is looking at better days. Hope it lasts. 9/10

Picking the last name is always tough. That's when you get more ideas, get confused on which one stock to pick. I am seeking divine help. So, will come back with the 10 th one soon.

Disclaimer: Cancer kills. And the only reason to buy this stock is it's cigarette business. The rest of the story is not firing anytime soon. But, cigarettes are lighting up faster than ever before. But,rest assured, its a boring ride from here. To all diehards, #ITC is 10/10.

Making a public portfolio as an open list is an over-rated skill. Portfolio management requires far more application, review, conviction & patience than it takes to simply do a list. This exercise is more to test out how a #BoringStocks list does vis-a-vis supersmart stock lists.