For beginners who may have missed my old tweets help them

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with ASAN

ASAN Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @Atulsingh_Asan

25 Aug
T1

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
T2

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.
T3

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
ALERT FROM PARAG MILK

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
WHAT IS MOAT

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
DISCIPLINED APPROACH OF INVESTING

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

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!