Advait Arora Profile picture
Oct 1, 2021 โ€ข 10 tweets โ€ข 4 min read โ€ข Read on X
'Am I overthinking this' ~ @TheRialMichelle

๐Ÿ’ซWhat an awesome quick picture #book with relatable quips. Itโ€™s about searching for answers for things that donโ€™t change !

Perfect for a coffee table!
Sharing my favorite learnings!
Grab your โ˜•๏ธor๐Ÿต for an easy read...
๐Ÿงต...(1/10) Image
โ†’ Its never too late to Start !! Image
โ†’ "In great attempts, it is glorious even to failโ€ Image
โ†’ Be it good times or bad, it finally passes !! Image
โ†’ By failing to prepare, you are preparing to fail ! Image
โ†’Its always a tug-of-war between two worlds:
'A world of freedom versus a world of stability' Image
โ†’ Wine is always OK ! Remember the golden words: โ€œEither give me more wine or leave me alone" Image
โ†’Let us be grateful to the people & things that make us happy !
Always remember: "Be thankful for what you have; you'll end up having more" ๐Ÿ’ฏ Image
โ†’ Could have, would have & should have : โ€œmodals of lost opportunities.โ€ ! Image
โ†’ "What goes best with (or after) a cup of coffee?.... Another cup" Image

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More from @WealthEnrich

Jan 21
7 mid & small cap #stocks from 7 different sectors that are in my BUY on DIP list :
Selection Criteria:
1. Progessive Mgm
2. Big Adressable Mkt
3. Strong Return Ratio's
4. Low Debt/Leverage
5. Institutional ownership >10%
6. High Growth Potential

Detailed ๐Ÿงตwith ๐Ÿ—๏ธ reasons..
Stock 1 : Ami Organics Ltd
CMP : โ‚น 1,123/-
Buy Range (BBR): โ‚น950-โ‚น1050

Stock Parameters:
OPM: 19.6 %
ROCE: 20.6 %
FII holding: 11.7 %
DII holding: 7.5 %

With 25%+ profit growth expected FY'25 & FY'26, Ami Organics has potential to give over 50% returns from the Best BUY RANGE (BR)
Stock 2 : RR KABEL
CMP : โ‚น 1,455
Buy Range (BR): โ‚น1300-โ‚น1350

Stock Parameters:
OPM: 5.8 %
ROCE: 15.6 %
FII holding: 4.7 %
DII holding: 8.8 %

Strong sector tailwinds can bring 25%+ profit growth in FY'25 & FY'26, RR Kabel can potentially give 40-50% returns from Best BR.
Read 9 tweets
Jan 18
Most @HDFC_Bank shareholders are still in a state of shock with markets reaction on its results. The bank is as solid as ever & is aggressively adding branches but there are a few IF's too ๐Ÿค”
Sharing some very insightful views by @MarcellusInvest on #HDFCBANK saga :

๐Ÿง Quick๐Ÿงต..
Page 1/3 ; Image
Page 2/3 : Image
Read 4 tweets
May 15, 2023
๐Ÿงตโ†’ Mega thread on
the manufacturer of :
๐Ÿ’ซSugarfree
๐Ÿ’ซComplan
๐Ÿ’ซGlucon-D
๐Ÿ’ซNycil
๐Ÿ’ซEveryuth &
๐Ÿ’ซNutrilite & much more.
It's Niche FMCG stock:
Zydus Wellness (ZWL) ๐Ÿ’น
โ†’ ๐Ÿงตon 'WHY it can be a #portfolio stock for the long term !
๐Ÿ’ซโ†’ Commands dominant market share in sugar substitute (96%), prickly heat powder (34.5%) & glucose powder (58.3%) categories !
๐Ÿ’ซโ†’ ZWL has more than 1700 distributors with direct reach of > 5.5 lakh retail outlets & has a presence in more than 800 towns now & still expanding.
๐Ÿ’ซโ†’ZWL has amazingly high gross margins at ~55% which gives it leeway to spend ~13% of sales on advertisement for new pdts (1 of the highest in industry) & has top Brand power
๐Ÿ’ซโ†’ Despite various raw material issues, ZWL's profit growth is 24% & 23% & CAGR over last 3 & 5 yrs
Read 11 tweets
Apr 29, 2023
#SENSEX or "Stock Exchange Sensitive Index" is the oldest exchange in India has delivered ๐Ÿญ๐Ÿฑ.๐Ÿฑ% ๐—–๐—”๐—š๐—ฅ returns over the last 43 years.
Sharing some interesting data on returns of SENSEX in last ๐Ÿฐ๐Ÿฏ ๐˜†๐—ฟ๐˜€ (๐Ÿญ๐Ÿญ,๐Ÿฌ๐Ÿฌ๐Ÿฌ ๐˜๐—ฟ๐—ฎ๐—ฑ๐—ถ๐—ป๐—ด ๐—ฑ๐—ฎ๐˜†๐˜€)
Enjoy this quick THREAD..... twitter.com/i/web/status/1โ€ฆ
Observations on positive & negative return occurrences.
๐——๐—ฎ๐—ถ๐—น๐˜† : 53% time Positive & 47% time Negative
๐—ช๐—ฒ๐—ฒ๐—ธ๐—น๐˜† : 56% time Positive & 44% time Negative
๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† : 61% time Positive & 39% time Negative
๐—ค๐˜‚๐—ฎ๐—ฟ๐˜๐—ฒ๐—ฟ๐—น๐˜† : 64% time Positive & 36% time Negative
๐—ฌ๐—ฒ๐—ฎ๐—ฟ๐—น๐˜† : 72% time Positive & 28% time Negative
๐Ÿฏ ๐˜†๐—ฟ๐˜€ : 89% time Positive & 11% time Negative
๐Ÿฑ ๐˜†๐—ฟ๐˜€ : 96% time Positive & 4% time Negative
๐Ÿญ๐Ÿฌ ๐˜†๐—ฟ๐˜€ : 100% time Positive & 0% time Negative

#SENSEX delivered ๐Ÿญ๐Ÿฑ.๐Ÿฑ% ๐—–๐—”๐—š๐—ฅ returns over the last 43 yrs.
Read 7 tweets
Apr 15, 2023
โœจ10 Consistently Growing, Top Quality & Reasonably Priced MID CAP ๐Ÿ’Ž#stocks that I believe have immense Potential going forward !
(I personally own 3 of these๐Ÿ’Žstocks in my core portfolio & is shared here)

Time to Grab your Coffee โ˜•๏ธ
& Enjoy this Short Thread๐Ÿงต..
โœจ1. KEI Industries
Manufactures range of Housing Wires to Extra High Voltage (EHV) Cables & has now diversified into EPC services for power transmission projects

CMP โ‚น 1750/-
RoCE & RoE: 23.8 % & 19.2%
Mcap/Sales: 2.36
PEG: 1.09
Profit Growth last 5Yrs : 32.0 %
EV/EBITDA: 22.2
โœจ2. Allcargo Logistics
Leading integrated logistics solutions in multimodal transport operations, container freight station & contract logistics operations.
CMP โ‚น 346
RoCE & RoE : 26.4 % & 32.1%
Mcap/Sales: 0.44
PEG Ratio : 0.36
Profit Growth last 5Yrs : 31.6 %
EV/EBITDA: 6.39
Read 13 tweets
Apr 9, 2023
Investing in smallcaps is risky, but is equally rewarding. Many small caps are potentially the midcaps of the future due to chances of higher growth.
Sharing 10 such high potential, niche focused SMALL CAP #stocks that can be BIG outperformers !
Get yourโ˜•๏ธ & Enjoy this๐Ÿงต...
1. Tinplate India (CMP โ‚น 313/-)
India's largest producer of tin coated & steel sheets with a 47% market share domestically & a subsidiary of Tata Steel.

52 Wk high โ‚น 443/-
Discount to 52 week high : ~ 31+ %
RoCE & RoE: 46.8% & 34.9 %
PEG Ratio: 0.25
Intrinsic Value: โ‚น 582
2. Jyoti Resis (CMP โ‚น 1294/-)
Manufacturer of synthetic resins, its fast growing brand Euro 7000 is now the 2nd largest selling wood adhesive.

52 Wk high โ‚น 1818/-
Discount to 52 wk high : ~ 29+ %
RoCE & RoE: 46.2% & 34.5 %
PEG Ratio: 0.36
Intrinsic Value: โ‚น 720
Read 12 tweets

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