Big MF who invested for Zomato IPO

Axis, ABSL, Kotak, Kotak Nippon, UTI, Motilal Oswal, Franklin, HDFC, Edelweiss, SBI.

Next time if you see any fund manager speak in public forum about ROE, profit, margins, pls boycott them.

No doubt why 85% MF in India don't beat Index.
@Raamdeo has extensively spoken on QGLP where G is growth in EARNINGS and 'sustained' ROE. How did MOSL apply for this IPO. L stands for longevity of competitive advantage. Where is the moat? If anyone offers higher discounts, people will jump to that.

Have principles changed?
For decade @iRadhikaGupta has spoken about earnings earnings earnings growth. SUSTAINABILITY of earnings more so. Where did that go mam? You may want to listen your last month video on this pls - msn.com/en-in/video/mo…
How on earth can a dividend yield fund apply for this IPO.? Have @ICICIPruMF lost their mind?? Where is the profits to even get dividends.? What type of irresponsible investing is this? Why are unit holders not asking them this.
Om flip side, Extremely Extremely proud and happy to been a Unit holder of @PPFAS who have stood by its principles and is not driven away by greed. My money is safe. Can sleep peacefully and pass on to next Gen.
I am not against Zomato. They have made startups proud. Who knows, It may go on to double also post listing. I know the pain startup founders go thru in their journey.

Just that appalled with the MF managers who have tweaked all their Principles and threw them in dustbin.

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More from @lalitinvestor

22 May
*STRONG MONOPOLIES* :

*IRCTC* 100% Market share in Rail Network.

*IEX* > 90% market share in power trading.

*Zydus wellness* > 90% market share in sugar free product.

*Eicher motors* > 85% market share in 250cc bikes category.
*MCX* >85% market share in commodity trading.

*Coal India* >80% market share in coal production in India.

*ITC* >75% market share in cigarettes.

*Honda Siel* >75% in portable power generators.

*Hindustan Zinc* >75% market share in primary zinc industry.
*Asahi India Glass* >70% market share in automotive glass.

*NRB Bearings* >70% market share in needle roller bearings.

*Pidilite* >65% market share in adhesives.

*CAMS* >65% market share in RTA within mutual fund industry.
Read 14 tweets
8 Mar
Everyone speaks about when to buy a stock. Hardly anyone speaks on when to "Sell".

Thread on when to sell a stock🧵
1) Repeated Corporate Governance issues - Exit a stock if there is news of repeated CG issues popping up every now and then. It takes a mountain to change a bad management. Better opportunities always exists.
2) If the financial performance of the company is declining - keep a watch on this over quarters to see if the performance in profits and sales is consistently going down. Attend AGM, Concalls to understand the reasons for same.
Read 20 tweets
18 Apr 20
There is a lot of sync between Ramayan characters and real life Investors. Like -

1) Vibhishan - That type of investor who knows early on, that he is with 'wrong stock' , realizes his mistake and switches quickly (like moving from ADAG to Mukesh group early on)
2) Laxman - 'Hyper active' investor who is ready to sell with a small move (both up and down). Saved by fellow learned investors and ends up making money!

3) Hanuman - Brave investor. Takes ample risk in "asset allocation". Keeps chanting company name at every forum.
4) Indrajit - "Adamant" over his stock despite 'changing circumstances'. Wins initially but loses in long term as he doesn't exit. (like HEG, Graphite).

5) Ram - sticks for long term in good companies like HDFC, Infy, Titan etc. Knows he is going to win. Avoids all noise for yrs
Read 8 tweets
22 Jun 19
*List of HERO TO ZERO Stocks*
1. Reliance Infra - 2500 > 42.70
2. Rel Capital - 2924 > 62
3. Rel Power - 430 > 4.15
4. R COM - 800 > 1.45
5. R NAVAL - 117 > 3
6. DHFL - 690 > 62.90
7. Jet Airways - 883 > 33
8. Jain Irrigation - 264 > 25
9. PC jewellers - 600 > 45
#Hariom
10. Vakrangee - 515 > 31
11. Suzlon - 400 > 3.35
12. Kwality - 225> 2.45
13. JP Associates - 339 > 2.70
14. JP Power - 140 > 1.90
15. JP Infra - 100 > 1.60
16. manpasand beverages - 500 > 28
17. Central Bank - 210 > 22
18. J&K Bank - 176 > 34.70

#Hariom
19. Mercator - 165 > 1.65
20. Aban offshore - 5400 > 35.40
21. Sintex Plastic Tech - 120 > 8
22. BPL 152 > 21
23. HDIL 1100 > 14.50
24. Videocon 760 > 1.70
25. MTNL 217 > 7.60
26. ILFS 308 > 3.10
27. Cox & King - 367 > 62.70
28. Mcleod Russel - 325 > 18.85

#Hariom
Read 7 tweets
31 May 18
contrainvest.wordpress.com/2018/05/30/tra…

Thanks to @VijayKedia1 sir. Blog after a long time. "Trading is more harmful than smoking". Let me know your trading experience.
Btw, I have been bankrupt twice cos of trading.!
In pursuit to financial independence, you have to fight against your own self. If you are able to control your mindset and get the right style of investing, you will be comfortably placed. Repeating same mistakes again will only kill you.
All thru your investment journey, you will have smartest of people surrounded punching numbers on excel and giving you so called "fair value".

Businesses are not run on excel but by promoters with passion to deliver. Hits and misses will always be there.
Read 6 tweets

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