Let's discuss a very high #risk, High #return #portfolio.
The companies I have chosen R of Very high #ROE AND very high #ROCE.(1/n)
#ROCE of these #Companies R above 110.
That means these may have efficient #management.
Please study yourself in detail about management before #investing decision.
(2/n)
#roe of these #Companies R above 120.
From both roe and roce,these companies look brilliant.
Study yourself well before INVESTING.(3/n)
#Rioc above 20 is excellent.
These #stocks have return on invested capital of more than 40.(4/n)
These stocks are mostly #undervalued with very high growth prospects.
(5/n)
These #Companies I would ask you to study in detail.
#killpest india
#hathway Bhawani
#Ksolves India
#suumaya industries
#eki energy and
#krsnaa diagnostic.

Not a recommendation for educational purposes only.
#stocks
#StocksMarket
#StockMarketindia
#investors
#StocksInFocus

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More from @DrdhimanBhatta1

5 Oct
Welcome to study of an #undervalued company which may prove to be #MultiBagger if #Management walks the talk 🦜, #sectoral tailwinds continue and #China +1 policy runs like this.
Caution ❌
Study of a financially illeterate person, don't invest or trade on it,do ur own research.
I am a newbie and starting to learn about #StockMarket only about 2 decades ago,but when a company shows signs like this on #Technical #analysis,it denotes something brewing in the #company.

On hourly chart, I have found this interesting pattern.(2/n

#askdrdhiman
#MultiBagger
After a bit of research,I have found that #DIIs and #FIIs are buying in huge amount in this #company!
Now when, strong hands buy like this within a span of few hours,that means it's a serious #business.
#priceaction very positive.
#MultiBagger
(3/n)
Read 9 tweets
17 Sep
Alert: 1. long 🧵 ahead.

2. This is a study of a financially illeterate person having no finance or stock market background that's me.

Study the companies in details before any investment decision.

Not any recommendations,for educational purposes only. (1/n)
How much companies should one hold in his #Portfolio?
The million dollar question.

Over the years,after making huge losses in #market being a financially illeterate person, I started studying some great authors.
From their teachings, what I have learnt I can share with you.(2/n)
David Einhorn mentioned that as Joel GREENBLATT pointed out,holding minimum 8 #Companies in your #stock #Portfolio reduces D concentration risk more than 80%.

I personally never had a portfolio less than 8 #stocks .

But your study may vary as I am financially illeterate.(3/n)
Read 17 tweets
17 Sep
Sharing some personal moments.
My mom died of coma 6 years ago after 5 years of illness.
She was admitted under me.

The very next month,my dad was diagnosed with cancer prostate.
Being their only child,I was stubborn to leave my dad.
He was my teacher and class teacher of (1/n)
Of class X in my school.
I tried my best possible to treat my dad.
As he was my teacher,we had a huge distance:but this fight with disease made us very good friend.
Chemotherapy, radiotherapy, surgery all were accomplished and he recovered.
Within 2 months, disease recurred (2/n)
But I am born fighter and I took him everywhere possible and he tolerated all pain(mental and physical) with a lion's heart 💜.
We fought it and gave recurrent cancer a mind-blowing fight till 10 days ago.
10 days ago,he was paralyzed upto T10 level.
Yesterday morning,he (3/n)
Read 4 tweets
16 Sep
#itc
ITC #shareholders today
Those Who don't have #itc in #portfolio .
Those #investors recently sold #ITC
Read 6 tweets
24 Aug
#deepaknitrite
1. Bulk chemical section: #EBITDA #Growth 250 times in last 4 years.

2. Entered into #deepakphenolics ,a fresh ocean,like higher studies.

3. Fine ORGANICS n #speciality Segment: #forward and #backward #integration complete.

4. #Phenolics
QOQ growth 300%. (1/n)
5. Normally a great #company utilises maximum 95% of plant capacity,but in #deepakphenolics utilisation is now more than 125%!!!!!!!!!!
6. #deepaknitrite #phenol #EBIT increase 250%.
7. Basic chemicals sales rise 200%.
8. Basic chemicals #margin 24 to 33%.
(2/n)
9. Very very very low cost #company #deepaknitrite .
10. Loss making fine chemicals sector growth 80% YOY .
11. HUGE #TAILWINDS .
12. #dasda and #oba is their point of concern.
13. 11000 crores #capex like a brand new company 🤔.
14. Fresh subsidiary!
15. #deepakphenolics (3/n)
Read 7 tweets
21 Aug
Had been a big fan of financials always.
But D way world is changing from March 2020,I am in doubt whether
#hdfcbank #kotakbank #Bajajfinance #bajajfinserv n other Money lenders will be as profitable as those were between 1990-2019!
You can check the results of #bfsi in Last (1/n
4-5 quarters for backtesting.
#investors may look forward to LENDING BUSINESS where big corporates R not involved.

Let us have an example,
#RelianceIndustries has raised huge funds in last 17 months,but they were not dependent on #hdfcbank #kotakbank #Bajajfinance #bajajfinserv
For the fund.
World is changing very fast, and if you continue your #Investment mindset like 90s or 2k, you should revisit your cognitive perception.
Only retail lenders with huge collaterals may survive n grow well in this decade.
#management analysis is important here.(3/n)
Read 5 tweets

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