Share this page!

AIM Investments “Aim Today For Richer Tomorrow” Profile picture
Twitter logo
10 Jul, 11 tweets, 1 min read
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
3)Banks

HDFC Bank
Kotak Mahindra
AU Small Finance Bank
ICICI
Axis
4)NBFC/Exchange

Bajaj Finserv
Cholamandalam Finance
Arman Financial Services
CDSL
IEX
5)Speciality/Diversified Chemicals

Atul Limited
Deepak Nitrite
Jubilant Ingrevia
Aarti Industries
Laxmi Organics
6)Pharmaceuticals

Divis
Aarti Drugs
Gland Pharma
Cadila Healthcare
Caplin Point Labs
7)Building Materials

HIL Ltd
Apl Apollo Tubes
Acrysil
Polycab
Prince Pipes
8)Consumer Durables/EV Auto

Dixon
Amber
Greaves Cotton
Sona Comster
RACL Geartech
9) IT

LTI
LTTS
Mastek
Tata Elxsi
Intellect Design
10) Food/QSR

LT Foods
Hindustan Foods
BBQ Nation
Burger King
Globus Spirits

• • •

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

Keep Current with AIM Investments “Aim Today For Richer Tomorrow”

AIM Investments “Aim Today For Richer Tomorrow” 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 @AimInvestments

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
9 Jul
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
Read 5 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

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 @AimInvestments has new unrolls!

Check out other threads from @AimInvestments!

Read all threads by @AimInvestments

:(