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More from @Atulsingh_Asan

25 Aug

Investors always remain in dilemma about management assessment

How to know good or bad management

Simple way to judge management is to check

Assest turnover ratio
Return on equity
Debt to equity
Working capital/share

Good management will use asset efficiently without adding assest improperly to earn commissions so assest turnover ratio should be rising
Some companies management frequently keep doing capex for personal benefit without adding any growth to top line and bottom line.

Return on equity is the best tool to judge management value additions
If management achieving higher returns on equity consistently without leverage then it’s best part of management.
You may have seen all multibagger must have achieved consistency in return on equity
Read 5 tweets
11 Jul 19

1:Once in 2018 i was optimistic about parag milk but the decisions and action taken by management made me rethink about its future.

Parag milk listed in 2015 since then it didn't provide capital appreciation to investors, dividend also very less
2: EXCEPT this CEO is very promotional always willing to remain in limelight.
EACH month they organise investors conference, but did it benefit, till now nothing.
Poor decision taken by management by hiring so many big names from different companies just to show off.
3:So what investors got, Nothing
But the management keeps raising money from different sources equity, and pledge which is increasing each year from 15 % to 21%, Growth funded by this way unsustainable for long
Equity dilution, ESOP, some of bad decisions taken by management.
Read 6 tweets
6 Apr 19

I will not take your important time to make you understand what's MOAT.

Just read a short story

Suppose I have a juice shop which runs during summer.

AROUND my shop there are many other juice shop because it's low capital intensive and anyone can set up.
2: I sell 20/glass while my competitors selling @18/glass

Now you ask why am I selling 20 per glass while my competitor @18 per glass.
Why people are paying additional 2 per glass
3:The reason is during summer the sun is too hot
And there is a large tree where my juice shop situated and the tree ownership belongs to me because it's before my house.

This tree is too big and provides natural air and shade to people who come to drink juice during summer.
Read 5 tweets
28 Mar 19

1: Whenever we think of investing, the first thought comes about MULTIBAGGER stock.
Everyone keep dreaming about it, but how many are successful, even still i am waiting for my Multibagger stock.
2: Now you will ask why am I saying so
The reason is i am following disciplined approach of investing, which I have shared many times over social media.

STOCK market is always irrational, its movement depends on many factors macro and micro.
3: But still without caring of market you can earn good return provided you follow a focused and disciplined approach of investing.

Your target can come early if market is in good shape, but take more time if there is too much pessimism
Read 5 tweets

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