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All weather Top 20 Small Case.

Banking/Nbfc: 15%
Hdfc Bank
Kotak Bank
Bajaj Finance

Insurance/Amc: 15%
Hdfc Amc
Hdfc Life
Icici Lombard

Sin stocks/Fmcg: 15%
ITC
United Spirits
Nestle

Retail (small ticket items): 10%
Page Industries
Relaxo Footwears
Speciality Chemicals (B2C): 10%
Asian Paints
Pidilite

Healthcare/Pharma: 10%
Dr. Lal Pathlabs
Abbott

Foreign MNCs: 10%
3M India
Johnson Controls - Hitachi
Honeywell Automation

Retail (jewellery): 5%
Titan

Technology: 5%
TCS

Liquid bees: 5%
Disclaimer: No Recommendation.
Shared for information purpose only. #smallcase
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Meet Shah
@ms89_meet
Excellent Whatsapp Forward:
A Teacher was writing table of 5 on the board:
5X1=3
5X2=10
5X3=15
5X4=20
5X5=25
5X6=30
5X7=35
5X8=40
5X9=45
5X10=50
After writing she turned back towards students and found that everybody was laughing at her.
On asking the reason for laugh, couple of students got up and told:
Ma’am- first line of the table is wrong…It should be 5
Hearing this Teacher (smiling) explained
I wrote the first line wrong on purpose, because I wanted u to learn something important. This was for u to learn how the real world will treat u. I wrote 9 correct lines but nobody congratulated me but 1 mistake & everybody pointed at it.
Read 4 tweets
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Meet Shah
@ms89_meet
Stock Market Books from Indian
Series:

(Parag Parikh)
A) Value investing & behavioural
finance.
B) Stocks to riches.

(Saurabh Mukherjea)
A) The coffee can portfolio.
B) Gurus of chaos.
C) The unusual billionaires.

(Basant Maheshwari)
A) The thoughtful investor.
(SG Raja Sekharan)
A) Retire rich, Retire early.

(Saurabh Basrar & Vishal Mittal)
A) Masterclass with super investors.

(Prince Mathews Thomas)
A) The consolidators.

(Chetan Parikh, Navin Agarwal & Utpal Sheth)
A) India's Money Monarchs.
(Santosh Nair)
A) Bulls And Bears

(Prasenjit Paul)
A) How to avoid loss and earn consistently in the stock market.

(Mohnish Pabrai)
A) The Dhandho Investor.
Read 4 tweets
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Meet Shah
@ms89_meet
Snippets from the interview with Siddharth Mandalaywala.
(Concept Investwell Pvt Ltd)

👉 Unprecendented times gives the best opportunity to invest/re-invest in our ideas. Wait for the right pitch

👉 One should always look for long term. Conviction and Patience is very important
👉 Companies with high ROCE & Cash Flows cannot go out of business easily.

👉 Focus on low ticket size players.

👉 Short term pain is visible but long term bullish on India.
👉 Bet on stocks who has a big runway ahead, gaining market share along with profit share, generating free cash flow, low capex model.

👉 Patchy Road for Financials/Nbfcs for few quarters but long term bullish on select quality names.
Read 4 tweets

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