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9 Jul, 5 tweets, 2 min read
Four Investor Portfolios & their Networth Progression to Study

1️⃣ Anil Kumar Goel (Commodity King)

2️⃣ Akash Bhansali

3️⃣ Vijay Kedia

4️⃣ Nemish Shah
Anil Kumar Goel
Akash Bhansali
Vijay Kedia
Nemish Shah

• • •

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More from @AimInvestments

AIM Investments “Aim Today For Richer Tomorrow” Profile picture
10 Jul
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
AIM Investments “Aim Today For Richer Tomorrow” Profile picture
10 Jul
How to identify a winning stock?

(Simple language used keeping beginners in mind)

1️⃣Understand Sector dynamics & Company’s business

2️⃣Understand Company’s Financials

3️⃣Understand Stock markets auction price behaviour
1️⃣Understand Sector dynamics & Company’s business

✅ First use your own professional knowledge

✅ Read about the sector if it’s beyond your existing area of competence

✅ Pick the fastest growing sector (>10%)

✅ Pick the fastest growing company (Sales/Profit 3yCAGR >20%)
2️⃣Understand Company’s Financials

✅ Is company’s management focused on growth

✅ Read investor presentations of the best companies (Net Profit margins >10% & ROCE >20%) in that sector

✅ Is it fairly valued for the growth
(PE<30/PEG<1/MCap to Cash Flows<40)
Read 4 tweets
AIM Investments “Aim Today For Richer Tomorrow” Profile picture
12 Jun
Famous Five Investor Portfolios & Their Philosophy

1) Rakesh Jhunjhunwala

2) Warren Buffet

3) Radhakishan Damani

4) Vijay Kedia

5) Saurabh Mukherjea

Who is your favourite?

Which stocks of their portfolio do you own?

🧵below
Rakesh Jhunjhunwala
Warren Buffet
Read 5 tweets
AIM Investments “Aim Today For Richer Tomorrow” Profile picture
6 Jun
🧵on Companies Covered so far..

1. Gufic
2. Mastek
3. Polycab
4. Gland
5. Laurus
6. LTTS
7. LT foods
8. Globus spirits
9. Polyplex
10. Jubilant Ing
11. Acrysil
12. Hindustan Fds
13. Kabra Ext
14. Prince
15. Supreme Ind
16. Aarti
17. Greaves
18. Cadila
19. MOTSL
20. Vidhi
Mastek
Polycab
Read 20 tweets
AIM Investments “Aim Today For Richer Tomorrow” Profile picture
10 Apr
Phil Fisher- 15 point Scuttlebutt

“It is amazing what an accurate picture of the relative points of strength & weakness of each company in an industry can be obtained from a representative cross-section of the opinions of those concerned” 🧵
1. Does the company have the products or services with sufficient market potential to make possible a sizable increase in sales for at least several years?
2. Does the management have a determination to continue to develop products or processes that will still further increase total sales potentials when the growth potentials of currently attractive product lines have largely been exploited?
Read 16 tweets
AIM Investments “Aim Today For Richer Tomorrow” Profile picture
9 Apr
When to Sell?

Everyone has a different strategy for selling depending on their investing style.

A guide based Peter Lynch’s classification of stocks in the 🧵
Slow Growers

~Dividend yield not high even at low price
~Deteriorating fundamentals
~after 30-50% price rise if you have bought after recent correction
~no new products are coming
~loosing market share in last 2 years
~unrelated diversification
~costly acquisition
Stalwarts

~PE stretched too far from normal range
~New products not doing well
~No insider buying in last 1 year
~Sales Growth is slowing
~Profit increasing only by cost cutting, further cost cutting not possible
Read 6 tweets

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