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Meet Shah

8 Mar, 11 tweets, 2 min read

Strong Monopolies:

IRCTC 100% Market share in Rail Network.

IEX >90% market share in power trading.

Zydus wellness >90% market share in sugar free product.

Eicher motors >85% market share in 250cc bikes category.

MCX >85% market share in commodity trading.

Coal India >80% market share in coal production in India.

ITC >75% market share in cigarettes.

Honda Siel >75% in portable power generators.

Hindustan Zinc >75% market share in primary zinc industry.

Asahi India Glass >70% market share in automotive glass.

NRB Bearings >70% market share in needle roller bearings.

Pidilite >65% market share in adhesives.

CAMS >65% market share in RTA within mutual fund industry.

Time Technoplast >65% market share in polymer based industrial packaging.

Concor >65% market share in domestic container cargo transport.

Exide >60% market share in lead batteries.

Naukri >60% market share in the Indian job market space.

Praj >60% market share in ethanol plant installing.

Indiamart Intermesh >55% market share in the online B2B Classified space.

Borosil Renewables >55% market share in Lab glass.

Vst Tillers >50% market share in
Power tillers.

Delta corp >50% in online poker games.

Vinati Organics >50% market share in IBB.

OCCL >50% market share in IS.

LMW >50% market share in textile machinery.

Bajaj consumer >50% market share in almond hair oil.

Asian paints >50% market share in decorative paints.

Colgate >50% market share in oral care.

Symphony >50% market share in
coolers.

PGHH >50% market share female care & vaporub.

La Opala Rg >50% market share in opalware.

HLE Glasscoat >50% market share in filtration & drying equipment.

Maruti suzuki >50% market share in passenger cars.

APL Apollo >50% market share in structural & pre galvanized tubes.

GMM pfaudler >50% market share in glass lined equipment.

Marico >40% market share in hair oil (coconut) & edible oil.

HUL >40% market share in soaps, household products.

Nestle >40% market share in Instant noodles. >95% in infant nutrition.

Blue dart >40% market share in air express courier service.

VIP >40% market share in luggage.

USL >40% market share in spirits/whisky.

UBL >40% market share in beer.

Sundram fasteners >40% market share in fasteners.

Nocil >40% market share in rubber chemicals.

Gillette >40% market share in razors & blades.

Alkyl Amines >40% market share in DMAHCL.

TTK Prestige >40% market share in pressure cookers.

Hero Motocorp >35% market share in 2 wheelers.

Reliance >35% market share in telecom.

Britannia >35% market share in biscuits.

Disclaimer: Names shared here are not any recommendation but only for educational & information purpose.

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More from @ms89_meet

Meet Shah

@ms89_meet

11 Feb

My watchlist of 50 blue chip stocks:

1) Hdfc Bank
2) Hdfc Life Insurance
3) Icici Lombard
4) Kotak Bank
5) Bajaj Finance
6) Pidilite
7) ITC
8) Asian paints
9) TCS
10) Titan
11) Reliance
12) Nestle
13) United spirits
14) IEX
15) CDSL

16) Hdfc Amc
17) Syngene
18) Biocon
19) Tata consumer products
20) Astral
21) Eicher
22) Page
23) Relaxo
24) Dr lal pathlabs
25) Johnson controls - hitachi
26) Motherson Sumi
27) Eicher
28) Maruti Suzuki
29) Hero Motocorp
30) Honeywell Automation

31) 3M India
32) Siemens
33) L&T
34) Infosys
35) Wipro
36) Marico
37) HUL
38) Shree Cements
39) MRF
40) Muthoot Finance
41) Info Edge
42) Dabur
43) Britannia
44) Dr Reddys Labs
45) Colgate
46) Ultratech Cement
47) HDFC
48) Bajaj Finserve
49) SBI
50) Aarti Industries

Read 4 tweets

Meet Shah

@ms89_meet

20 Jan

11 key takeaways from the book "Rework" by Jason Fried & David Heinemeier Hansson.

1) Do it yourself first:

~ Never hire anyone to do a job until you've tried to do it yourself first. You'll know what a job well done looks like.

2) Throw less at the problem:

~ Think about how you do more with less, this will lead to greater efficiency and a sense of focus.

Read 12 tweets

Meet Shah

@ms89_meet

24 Dec 20

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)

~ 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)

~ 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.

Read 4 tweets

Meet Shah

@ms89_meet

16 Nov 20

Ramesh Damani's advice to new investors:

~Understanding the power to compounding early in the life is very important.

~It is very important to have independent thinking with integrity.

~One should have their own thought process.

~Make investment decision based on your own investment decision.

~Making money is more enjoyable than actually spending it.

~One should maintain individual frugality.

~You don’t need a 180 I.Q. in the stock market, it is fine to have I.Q. of 110-120. (Warren Buffett)

~People try to be super smart, time the market, & stumble along the way. You should approach it the right way.

~The market values Integrity, Intellectual independence, & Patience.

~Too clever by half people lose more than what they bargain for, by trying to be very smart.

Read 5 tweets

Meet Shah

@ms89_meet

2 Oct 20

Top 10 investing pearls from Peter Lynch:

1) It takes remarkable patience to hold on to a stock in a company that excites you, but which everybody else seems to ignore.

2) Understand the nature of the companies you own and the specific reasons for holding the stock.

3) Consider the size of a company if you expect it to profit from a specific product.

4) Distrust diversifications, which usually turn out to be diworsefications.

5) Invest in simple companies that appear dull, mundane, out of favour, and haven’t caught the street.

6) In dieting and in stocks, it is the gut and not the head that determines the results.

7) Debt is saving in reverse. The more it builds up, the worse off you are.

8) Big companies have small moves, small companies have big moves.

Read 4 tweets

Meet Shah

@ms89_meet

20 Sep 20

Strong Monopolies:

IEX >90% market share in power trading.

Zydus wellness >90% market share in sugar free product.

Eicher motors >85% market share in 250cc bikes category.

MCX >85% market share in commodity trading.

ITC >75% market share in cigrattes.

Honda Siel >75% in portable power generators.

Asahi India Glass >70% market share in automotive glass.

Pidilite >65% market share in adhesives.

Exide >60% market share in lead batteries.

Vst Tillers >50% market share in
Power tillers.

Vinati Organics >50% market share in IBB

Read 7 tweets

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