Share this page!

Vivek Mashrani, CFA Profile picture
Twitter logo
5 Jun, 11 tweets, 4 min read
Special thanks to 50k Twitter Friends...

You have all been inspiration for my learning journey.

My sincere gratitude to all πŸ™

Here is return gift of thread of threads to reflect on my journey.

Hope you will enjoy it...Don't forget to bookmark this memories..

Here you go..
1>> How LOW PE stocks can also be expensive...

This was curated to help investors stay away from value traps and build focus on growth investing mindset...

2>> 15 lies that the world feeds every investor...!!

This was on mindset and psychology.

How as an investor we can remove our biases given by somebody who mostly have never done it.

3>> A super awesome thread on megatrend that is shifting the world in drastic way...

What's that??

These are platform businesses....READ ON...

4>> Invest - Books - Wisdom....all are inter-connected

Here are 10 BEST BOOKS FOR STOCK INVESTING

This gives immense diversity in terms of stock selection, sector identification, application of technical analysis, position sizing and risk-reward..

5 >> Protecting Downside and Capital Protection ensures best investing outcome

Here is the thread to understand various accounting manipulations and checks you should do...

>> First things first - CAPITAL PROTECTION is of utmost importance

READ ON..

6>> Thread on sector dynamics and selection...only for educational purpose...personal views...

Some interesting sectors currently are...

7>> How to avoid value traps...

8>> What happens when you go behind DIVIDEND YIELD ignoring GROWTH...

Educational thread based on learning from Mr. Market...

READ ON..

9>> Lessons of bull market....thinking to create a thread where I will keep posting on euphoria phase we all had been into.

No offense to anyone, we all are human and we make mistakes, just for serious learning.

10>> Special thanks to all who encouraged me in my journey, motivated me and helped in my learning journey..

And I feel, it's just the beginning...

Let's keep collaborating to grow together..

Let's stay connected: linktr.ee/technofunda

β€’ β€’ β€’

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

Keep Current with Vivek Mashrani, CFA

Vivek Mashrani, CFA 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 @MashraniVivek

Vivek Mashrani, CFA Profile picture
22 May
πŸ“ˆ

If you are making these mistakes your financial health could be in trouble...

Make sure you note and implement these

15 secrets that nobody will tell you...

Let's get started..

(1/n) Image
1 >> NOT INVESTING

Warren Buffett - β€œIf you don't find a way to make money while you sleep, you will work until you die.”

To win the game, you need to be in the GAME..

So keep investing...

(2/n)
2 >> Ignorance of Financial Goals

Ignorance is Bliss but not in financial matters. You need to set SMART goals
S – Specific
M – Measurable
A – Achievable
R – Realistic
T - Timely

Make sure you have your goals in place

(3/n)
Read 17 tweets
Vivek Mashrani, CFA Profile picture
16 May
πŸš€πŸš€

What do great companies do special that they keep compounding for long time?

How can we learn from these businesses and BE BEST Version and create personal monopoly for SUCCESS?

I have taken 12 such POWERFUL PRINCIPLES which we can apply..

(1/n)

vivekmashrani.com/how-to-be-best…
#1 - Vision

Great businesses have one common ingredient, they have great vision for itself..

In Life, we need to set vision for ourselves..

Have goals...affirmations

(2/n)
#2 FOCUS

Most of these great businesses are known for ONE THING

Same way we need to bring super focus in our life

Have discussed many such ways in the podcast above..

What next? Is this sufficient?

(3/n)
Read 12 tweets
Vivek Mashrani, CFA Profile picture
29 Apr
πŸ’‘

I have a confession to make to all of you..

When I started, I ventured into Intraday and F&O.

In Oct 2008, I even blew off my capital..

Later, I tried various strategies in investing and again lost 60-70% of my capital..

But that was the best thing that happened...

(1/n)
I have made so many mistakes in my journey...but...

Thankfully, it was relatively low capital at that time.

After being in the industry for more than 13 years, making many mistakes and continuously improving by learning from others

and..

(2/n)
By doing MBA in capital markets & being CFA Charter-holder, now I realise that...

I have at least learnt what not to do.

As Charlie Munger says "Invert, Always Invert". If you want to be successful, you need to know how people fail and never do that.

Here is compilation

(3/n)
Read 14 tweets
Vivek Mashrani, CFA Profile picture
16 Apr
πŸ’‘

Investors just talk about high PE stocks being expensive..

But here are 10 SECRETES THAT NOBODY WILL TELL YOU....

On HOW EVEN LOW PE Stocks can also be EXPENSIVE..

Detailed thread you don't want to miss..

Let's first understand what is PE??

(1/n)
πŸ’‘

P/E is just a multiple...a simple ratio...where numerator is price and denominator is earnings

It could be price per share / EPS or

Market cap / net income

Why it is important...? It's good and easy way to understand how much price we pay for each rupee of earning

(2/n)
Now let's come to SECRET NO. 1

When people look at PE....they generally focus on numerator and forget mostly about denominator...that's THE PROBLEM

So, company have historical good earnings can have low price if future growth is missing...and people think it is CHEAP

(3/n)
Read 14 tweets
Vivek Mashrani, CFA Profile picture
20 Jan
15 lies that the world feeds every investor...!!

A detailed thread...

#investing
Lie 1:
Stock market is gamble

Earning Hard way is the only way for common man..

It is only for smart people who can take risks
Lie 2:
If you want to do long term Investing, you should know it all

You should know all the sectors, need lot of time...

You need to attend AGMs, concalls and read a lot..
Read 17 tweets
Vivek Mashrani, CFA Profile picture
1 Nov 20
πŸ’₯

Some unbelievable memories of Market fall n rise during Covid captured in pictures..

LIFETIME LEARNINGS

Do share if you have any..

How fast times change...

1. Brent spiked >40% in a day..

(1/n)

#investing
2. Gasoline...scary ride..

Who said being a good trader is easy?

@Amit_Gulecha @asitbaran

(2/n)
3. This was bloodbath in Indian Banking sector...

Who said value investing is easy? How many value investors could buy here

@suru27 @Longterm_wealth

(3/n)
Read 9 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!

Like this author's thread?

Get emails when @MashraniVivek has new unrolls!

Check out other threads from @MashraniVivek!

Read all threads by @MashraniVivek

:(