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Vivek

@Vivek_Investor

Sep 8, 2020 • 15 tweets • 6 min read • Read on X

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Thread on "Investing Resources"

Day 1: Best sources which help us to understand the business models.

Day 2:

Sustainable competitive advantage [Moats]

Image courtesy: Inc website.

Day 3:

For Beginners.

Day 4:

Life stories/ Biographies/ Autobiographies.

• The Snowball: Warren Buffett and the Business of Life.

• Poor Charlie's Almanack.

• Reminiscences of a Stock Operator.

Day 5:

Small and Microcap Investing.

@screener_in

Day 6:

Websites/ Apps useful for stocks research:
• @screener_in
• @ValueResearch
• @in_morningstar
• @mystockedge
• @Tijori1
• @MoneyWorks4ME
• @moneycontrolcom

Day 7:

Some of the important articles and letters by Warren Buffett.

Day 8:

Business-related information and updates.

Day 9 :

Some of the good books in the Indian context/ by Indian authors.

Day 10:

Resources will make you a sensible investor.

Sensible Investing |

Day 11:

Mental Models.

Image courtesy: Visual Capitalist.

Day 12:

Financial Analysis and reporting (including forensic accounting)

Day 13:

Behavioural aspects of investing:

Books 📚:

• The Little Book of Behavioral Investing.

• Value Investing And Behavioral Finance.

• The Behavioral Investor.

Day 14:

Value Investing:

And the END 🙏

• • •

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More from @Vivek_Investor

Vivek

@Vivek_Investor

Apr 7

An insightful video series of Raamdeo Agrawal- A thread.

1. Power of Compounding.

youtube.com/live/GIZdWfDo7…

2. Power of Focus.

Read 6 tweets

Vivek

@Vivek_Investor

Apr 23, 2022

https://twitter.com/DividendGrowth/status/1517590039265435651

I'm not an expert, however, this is my understanding of the concept "Dividend Growth Investing" 👇

As we all know that Peter Lynch classified stocks into slow growers, stalwarts, fast growers, cyclical & turnarounds.

Here we should ignore cyclical (including commodities) (1/n)

https://twitter.com/DividendGrowth/status/1517590039265435651

And turnaround.

Usually, slow growers are those growing less than the GDP rate, if we assume gross GDP growing at 7-8% these are growing at 4-5% annually.

The market does not like these companies because of their slow growth so they trade at low multiples, but (2/n)

Providing consistent dividends with a slight increase every year, because of the low multiple (PE) initial dividend yields look higher say, 5-6% ( higher than the pre-tax term deposit interest rates) but the growth is very low and the probability of capital appreciation (3/n)

Read 12 tweets

Vivek

@Vivek_Investor

Jan 29, 2022

https://twitter.com/Vivek_Investor/status/1485895281812320256

First case study: Dabur India Limited.

Earnings growth: 19% CAGR for 25 years (From 1995-2020)

Returns to shareholders ( not considered the dividends) 20% CAGR.

PE in 1995: 42

PE in 2020: 52.

So, the return comes from earnings growth and the contribution of PE is... (1/n)

https://twitter.com/Vivek_Investor/status/1485895281812320256

Negligible.

What were the growth triggers?

19% CAGR for 25 years is not a joke.

When I studied the last 20 years financials I found a few interesting facts.

Two big triggers for the earnings growth:

1. It spins off the pharmaceutical division (mainly it was focused on. 2/n

Oncology) during 2003.

2. Acquisition of Balsara group approximately 1.4X the sales in 2004.

By acquiring the Balsara it got some valuable brands like Balsara, Babool, Promise, Meswak, Odonil, Odomos, Odopic, Sanifresh.

So, everything changed after 2003 & 2004.

(3/n)

Read 9 tweets

Vivek

@Vivek_Investor

Feb 21, 2021

https://twitter.com/PatilInvests/status/1363332865027579906

I convinced a few of my relatives and friends to invest in quality businesses for the long run by presenting the facts with examples( they are not naive and they have been in the market for 5-6 years, but don't know about business analysis) and also told them about the proper...

https://twitter.com/PatilInvests/status/1363332865027579906

.....risk management and how to handle the situations during the different phases of the market, but never suggested any individual stock, finally changed their mindset.

Always help genuine persons but no spoon-feeding.

#EQTlearnings