How to identify 100 baggers?
~ notice the change.
~ understand the impulses leading to such change.
~ spot the megatrend within the
change.
~ understand proxy themes within such megatrends.
~ find the countries to play such megatrends. (socially, politically & economically)
~ notice the change.
~ understand the impulses leading to such change.
~ spot the megatrend within the
change.
~ understand proxy themes within such megatrends.
~ find the countries to play such megatrends. (socially, politically & economically)
~ find respective companies within such countries.
~ select your proxy theme to play the mega theme.
~ identify such companies & brilliant fanatics from the pool of many.
~ study them extensively.
~ select a promising few with valuation comfort. (subjective)
~ select your proxy theme to play the mega theme.
~ identify such companies & brilliant fanatics from the pool of many.
~ study them extensively.
~ select a promising few with valuation comfort. (subjective)
~ allocate your initial tranche.
~ increase your allocation overtime with visible signs of improvement in your initial investment thesis.
~ play & monitor your business &
overall theme as long as they remain favourable.
~ increase your allocation overtime with visible signs of improvement in your initial investment thesis.
~ play & monitor your business &
overall theme as long as they remain favourable.
~ be open minded, take the hard call if situation arises. Don't go biase. Be disciplined, not stubborn.
Disclaimer: Easy to teach & tweet, life time to practice it successfully. I am also a learner of this art. Keep sharing if u have such ideas. Together we grow more. DM's open.
Disclaimer: Easy to teach & tweet, life time to practice it successfully. I am also a learner of this art. Keep sharing if u have such ideas. Together we grow more. DM's open.
• • •
Missing some Tweet in this thread? You can try to
force a refresh
