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4 May, 7 tweets, 2 min read
Today up by 4% on top of last 1 month 16% + . when mkts are steady. @smallcaseHQ

wealthyvia.com/offerings/supe…
Top holding are on massive rally.
No cyclical no commodity.

Companies that can produce much higher sales and profits in future compared to current size.

Top allocation is now 4 times purchase cost.
Another next top allocation is 2.5 times. Both are new age tech based companies with solid business model and scalability
Only point of investing is exponential growth riding without much churning.
Unless you have conviction, you can't hold stock for multiple quarters and can not commit high capital to each bet.

If you don't invest minimum 3-5 lacs to your conviction bet, you can't expect to make any difference to your life.
Please read blog for details

wealthyvia.com/blog/few-bets-…

Why concentrated
Why sizing n allocation matters

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More from @ViaWealthy

WealthyVia Profile picture
4 May
Why looking at past 10 years record and investing in such large cap proven stocks is not great method.
Sometimes coffee may not smell right. These are largest global companies in 2000. Gave great 2 decades run from 1980. Now it's 20 years. Return frm 2000 is "ZERO".
Thread
By the time Welch stepped down in 2001, he had transformed GE from a $25 billion manufacturing company into a $130 billion conglomerate of “boundary-less” segments.
Dividend history tll 2000. It went global, shutting down unrelated businesses. Jack Welch books are best ones to read if you are company manager or factory owner.
Read 20 tweets
WealthyVia Profile picture
3 May
Thread - Laurus labs earnings call (not a buying recommendation)
• Richmore lifesciences will help to enter in recombinant protein. • Revenue from formulation div is 35%. • Recently got approval for anti-retroviral drug and have orders for the same and will service in first half of fy22. • Seen growth in North America and Europe
• Commenced marketing of in-life science products, 2 out of 5 products are launched, remaining in next 6 months. • For EU validated additional products for CDMO with partners and expect significant upside in fy23. • Capacity through de-bottlenecking is operational now
Read 16 tweets
WealthyVia Profile picture
3 May
Thread - HCL Technologies Ltd. concall Update (Not a buying recommendation)
Revenue expected to grow in double digits in constant currency for FY’22. EBIT margin expected to be between 19.0% and 21.0% for FY’22. Management has indicated that around 100 bps of margin impact in FY22 will be on account of investment in new geography.
The consensus EBIT margin expectation in FY22 21.2% as such will see some downgrade in earning or around 3-5%
Read 9 tweets
WealthyVia Profile picture
3 May
Thread - Rajratan wire results & concall details (Not a buying recommendation)
RAJRATAN GLOBAL WIRE fantastic result, their competition got closed. Now the only player in that sector. Their Thailand plant is also doing well.
Q4FY21:
Rev +49% at ₹184cr
EBITDA +113% at ₹32.7cr
Margins at 17.8% vs 12.4%
PAT +282% at ₹23.2cr
Read 19 tweets
WealthyVia Profile picture
24 Apr
"Jubilant Ingrevia - understanding it's product applications " - thread

Note : We played demerger of jubilant life and clients received ingrevia shares.

wealthyvia.com/offerings/supe…
Ingrevia—a union of ‘Ingre’ denoting ingredients and ‘vie’ in French meaning life (i.e., ingredients for
life). Operating under three segments -- specialty chemicals, nutrition & health solutions and life
science chemicals
JIL offers more than 350 products to more than 1,400 customers globally.
Read 56 tweets
WealthyVia Profile picture
23 Apr
Zydus Cadila received emergency use approval from the Drugs Controller DGCI on Friday for the use of "Virafin", Pegylated Interferon alpha-2b (PegIFN) in treating moderate COVID-19 infection in adults.
A single-dose subcutaneous regimen of the antiviral Virafin will make the treatment more convenient for the patients. When administered early on during COVID-19, Virafin will help patients recover faster and avoid much of the complications, the company said
stated that 91.15 per cent of patients who were treated with the antiviral were RT-PCR negative by Day 7. The treatment also reduces hours of supplemental oxygen in patients.
Read 4 tweets

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