Sandeep Kulkarni Profile picture
Oct 29, 2021 8 tweets 4 min read Read on X
I am old enough to remember Shilpa Medicare was suppose to the Laurus lab of Pharma industry. 7 yrs on the returns are zero.

It was one of the 7 stocks in Motilal Oswal 100 bagger stocks.

We know less about stocks that we would care to admit.
I am old enough to remember Mayur uniquoter was suppose to be the best auto ancillary co in India. Its sales were supposed to zoom with massive capex (in 2014/15?)/

Seven and a half years later the returns are zero.
I am old enough to remember the mad rush for Reliance Power IPO in Jan 2008. One story itched in my mind is about a peon in govt office who took 50k personal loan to apply for this IPO.
14 yrs on the stock is 95% lower
I am old enough to remember the fanfare around Quess corp & Thomas cook, Prem Vatsa's investment vehicle.

Now they don't talk about them. They talk about platform companies.
I am old enough to remember Va Tech Wabag was suppose to be a 'world class', 'asset-light' business that was supposed to be a big beneficiary of 'Namome Gange'(yeh kounsi baala ka naam hai 😂) . It was discovered by none other than Kenneth Andrade.
I am old enough to remember La Opala was supposed to be excellent play on urban consumption. Discovered by Shyam Shekhar(?)

7 yrs--->Nada
I am old enough to remember Symphony was a 1000 bagger growing at scorching pace.
7 yrs and all that investors have got is 🔄
Next time I meet S Naren I am going to ask him why has he kept this stock in Value Discovery for so many years(13+ yrs to be precise). What does he see in this company that market is not able to see?

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More from @moneyworks4u_fa

Jan 31, 2023
Is Real estate poised for big gains? 🧵

One of the best way to judge attractiveness of real estate market is to look at gap between rental yield and home loan rate.
In 2004 which was beginning of massive boom the gap was as low as 4% and you could get fixed rate HL at 7%.

1/3
Real estate market peaked in 2013 when the gap became was as high as 7%(HL at 9% & rental yields sub 2 %). This number had gone down to 4% again in 2020 when rental yields were 3% & HL rate was 7%.
Today this number has gone up again at 6% making the market not so attractive.
2/3
Everyone deserves a good house but real estate is still not a good investment in my opinion. Just because prices haven't gone up for so many yrs doesn't mean they will go up.
Don't fall for stupid rhetoric by that foul-mouthed, chest-thumbing, smug doctor from Bengaluru.
3/3
Read 4 tweets
Jul 18, 2020
🧵

Off late there is a lot of interest amongst investors in stock markets for investing in stocks. I see a lot of enthusiasm in my social circle about the same.
There is thread about the questions you need to answer before you start investing in stocks. Its for beginners.
1/n
Creating & Managing one's stock portfolio comes down to these 4 basic questions

Which stock to buy?
How much to buy what?
When to buy?
When to sell?

2/n
Which stock?

This is the most imp decision
How do you make that decision?

Using Fundamental Analysis or
Using Technical Analysis or
Coat tailing or
Taking Stock Advisory(like weekend investing/stalwart) or
Hearsay(friends/family/colleagues)?

3/n
Read 10 tweets
Jan 29, 2020
Some stocks in my portfolio have been grinding in a range for past 3 months when overall market is on fire. Zee, NCC, SBI, Hindalco and NTPC.

One way to look at this is that they lack relative strength but 2016 taught me that when a bull market begins not everything moves 1/n
in one go. There are waves and waves of sectors. Meaning there are phases were almost all stocks from a sector go up significantly. Eg in 2016 we saw a big wave of rally in NBFCs in Mar-Jun, which was followed by a wave in GST beneficiaries from May to July, 2/n
then there was a wave in chemical stocks from July, RE developers rallied hard after Nov. There would have been many more waves which i don't recollect, but i hope you get the point.
That's why in the first few months of a new bull market the indices always remains overbought.3/n
Read 4 tweets
Oct 14, 2019
I believe there's an unwritten rule in our market which goes: Never sell HDFC bank stock if you own it.

But to play a devil's advocate I want to build a bearish case for HDFC Bank. It's not a sell recommendation. I am just saying be watchful. 1/n
- As the article suggests its over-valued relative to other large banks in the world.
- It's over-owned. We all know its a consensus top holding for mutual funds. They say market/stock tops out when there is no buyer left to buy. 2/
- Aditya Puri is due for retirement in Oct 2020. Since he has been such a big influence on the company and stock performance it could certainly impact sentiments for the stock. 3/
Read 7 tweets

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