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AIM Investments Profile picture
@AimInvestments
Jun 10, 2021 • 3 tweets • 2 min read • Read on X
💎Top Sugar Plays💎

Current Capacity image & Expansion👇

Dalmia Sugar- 180 KLPD
Balrampur Chinni- 320 KLPD
Triveni Engineering- 200 KLPD
Dhampur Sugar- 100 KLPD
Sree Renuka Sugar- 320 KLPD
Dwarikesh Sugar-200 KLPD

🧵on how Sugar -> Ethanol will change demand supply situation Image
“The industry would be able to sacrifice 5-6 MT of Sugar for Ethanol production over next 2-3 years. This would help to reduce sugar production to level of sugar consumption, which would keep inventory at rational levels resulting in higher domestic sugar prices” ImageImageImageImage
“Sugar Value Chain” ImageImageImage

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More from @AimInvestments

AIM Investments Profile picture
Aug 27, 2023
Legendary Investor Mukul Agarwal recently made his Media debut.

🧵Thread on his journey from a trader to one of the most successful investor, his Philosophy, key holdings.

@MukulAg77304674 Sir You could be the next big bull , please make more media appearances to educate us.
His Investment Philosophy

Defies Conventional Wisdom, Not a Contrarian, Not seeking for deep Value, Not focused portfolio
(holds 200+ companies), Doesn’t meet promoters, Not well networked, but a Patient Investor
Timeline

1991 Commerce graduate
1993 Made few lakhs as a trader
1994 Opened 90 sqft office.
1999 Made big In .com bubble
2000 Exchange membership
2003-2008 Made good money
Post 2008 Transition to investor
2011 Setup research team to invest
2013 Successful Investor
Read 18 tweets
AIM Investments Profile picture
May 1, 2022
Berkshire Annual Meeting 2022: Stock markets have become a gamblers parlour

“Sometimes it is quite investment-oriented, other times it is almost totally a casino, a gambling parlour, that existed to an extraordinary degree in the last couple of years, encouraged by Wall Street.”
Buffet: “Wall Street makes money, one way or another, catching the crumbs that fall off the table of capitalism. They don’t make money unless people do things, and they get a piece of them. And they make a lot more money when people are gambling,”
Munger there was nearly a “mania of speculation” in the market, with algorithms trading against other algorithms and inexperienced investors being advised by inept brokers. “It is despicable,” said Munger. Into this crazy mix, long-term investments get added in.
Read 5 tweets
AIM Investments Profile picture
Apr 23, 2022
🧵My Investing Gadget & tools 🧰 ⚒️

| Brokerage Accounts |

Zerodha: Mid & Small cap
ICICI Direct: Long term, large caps
HDFC Securities: US investment

| Studying/Tracking |

Screener: Quick study, Peer comparison, Results alert etc

Market Mojo: Portfolio performance

Cont..
| Social Media |

WhatsApp: Close friends

Twitter: learnings from fellow investors, educating younger investors

YouTube: Promoter Interviews, Views of Fund managers

Cont..
| In-depth Company Analysis |

Company Website
Annual Reports
Investors Presentations
Con-calls
Channel Checks
At times sending Investor Queries to Company secretory
Read 4 tweets
AIM Investments Profile picture
Aug 29, 2021
Nine Personal Finance Rule Everyone should know 🧵 (WA Forward)

1) Rule of 72 (Double Your Money)
2) Rule of 70 (Inflation Adjustment)
3) 4% Withdrawal Rule
4) 100 Minus Age Rule
5) 10, 5, 3 Rule
6) 50-30-20 Rule
7) 3X Emergency Rule
8) 40% EMI Rule
9) Life Insurance Rule
1) *Rule of 72*

No. of yrs required to double your money at a given rate, divide 72 by interest rate

Eg, if you want to know how long it will take to double your money at 8% interest, divide 72 by 8 and get 9 yrs

At 6% rate, it will take 12 yrs
At 9% rate, it will take 8 yrs
2) *Rule of 70*

Divide 70 by current inflation rate to know how fast the value of your investment will get reduced to half its present value.

Inflation rate of 7% will reduce the value of your money to half in 10 years.
Read 10 tweets
AIM Investments Profile picture
Jul 27, 2021
Glenmark Life Sciences IPO (Thread)

👉Evolving from CMO to CDMO

👉API in growing areas CVS + Oncology + Diabetes

👉Experienced Management Team

👉Decently Priced "Not in Bubble, Not in Trouble" ImageImageImageImage
API Market by Therapy Area & India Projected CAGR ImageImageImageImage
Global Complex API (Injectables & Peptides) Market (Fastest Growing Segments) ImageImageImageImage
Read 4 tweets
AIM Investments Profile picture
Jul 10, 2021
Thread on list of my 5 best picks from each of 10 secular wealth creating sectors:

1) FMCG
2)Retail
3)Banks
4)NBFC/Exchange
5)Speciality Chemicals
6)Pharmaceutical
7)Building Materials
8)Consumer Durables/EV Auto
9)IT
10)Food/QSR

Study before investing..
1)FMCG

Britannia
Nestle
Colgate
HUL
Tata Consumer
2)Retail

DMart
VMart
RIL
Trent
Titan
Read 11 tweets

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