Tweet

Jay Shankarpure 🦅

26 Nov, 11 tweets, 5 min read

@ValueInvestor27

Taken Inspiration from @ValueInvestor27 I have started Journalling all Content Consumed by Me in this Week & All Overall work done by me

A Thread 🧵

@Moneylifers

1/

Read article on Paytm Listing flop show by @Moneylifers Sir -

https://twitter.com/Moneylifers/status/1462727554922541061?s=20

@PPFAS

2/

Watched World of Industrial automation by @PPFAS &
@oraunak Sir -

3/

Analysed Company called Mold-Tek Packaging and Prepared Presentation on Same

(Video Coming soon on YouTube Channel)

@itsTarH

4/

Read article written by @itsTarH sir on Electricity Bill -

investkaroindia.substack.com/p/electricityb…

@ShashankUdupa1

5/

Learned what are NFTs by watching Shashank Udupa Sirs @ShashankUdupa1 Video on Same -

@ishmohit1

6/

Watched SOIC video on Basics of EVs and All major beneficiaries of EV penetration in india. Direct as well as indirect beneficiaries

@ishmohit1 @soicfinance

7/

Started Reading Book called Code Breaker. Revisited The book called The Consolidators to understand Business Model of SIS lead by Rituraj Sinha

amzn.to/30ZINjf

@warikoo

8/

Bought Course named "Take Charge of your time" by warikoo @warikoo sir and completed it. Thoroughly enjoyed the Course and started doing 10-Days Exercise

webveda.ankurwarikoo.com/course/time-ma…

9/

Thanks for reading this Thread

Hope you liked this , If yes then Don't Forget to like & retweet this thread

10/

End of the Thread 🙏🙏

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More from @Arthavruksha11

Jay Shankarpure 🦅

@Arthavruksha11

27 Nov

Small Write up Analysis on #PaushakLtd

A Thread 🧵

1/

Overview -

💣Paushak is into Phosgene Chemistry

💣India's Largest Player in Phosgination

💣Paushak uses Phosgene for Intermediates and Speciality Chemicals

2/

What is Phosgene ?

💣Phosgene was used to make Bombs in WW2

💣Hence Government Doesn't allow anyone to make it

💣Phosgene is also an intermediate which has end usage in automative, thermal, furniture, medical, agriculture, explosive stabiliser, solvent etc

Read 12 tweets

Jay Shankarpure 🦅

@Arthavruksha11

20 Oct

In this🧵thread we will discuss

Websites & Tools used that you should use for Investing by #Arthavruksha

1/

@screener_in

2/
@screener_in

Screener - For Doing Fundamental Analysis of a company and tracking its BSE Announcement

@Trendlyne

3/
@Trendlyne

Trendlyne - For Using Portfolio Feature which tracks all investments in One Place

Read 11 tweets

Jay Shankarpure 🦅

@Arthavruksha11

5 Sep

“With each investment you make, you should have the courage and the conviction to place at least 10% of your net worth in that stock.” - Warren buffett.
Thread on Capital Allocation(1/6)

Lets take a example.If you put 2-3% of your portfolio to a stock you think is multibagger you won't have impact on your portfolio.(2/6)

Scenario 1 :If your networth is 1000 . If u put 10, that is 1% of your networth , in a stock you have researched and have conviction to be a multibagger even if that 10 goes 5X , your networth will be 1050 , nearly just 5% increase in your networth(3/6)

Read 8 tweets

Jay Shankarpure 🦅

@Arthavruksha11

2 Sep

"Charlie and I Encourage Bolt-on's and will we do many in future"- Warren Buffett. (1/5)
Let's understand what does bolt on acquisition means in this thread.

#warrenbuffett #boltonacquisiton #investing #acquistion

Let's understand what are Bolt-on Acquisition with a example, Lets take a scenario that you run a business that rents people
halls for different occasions like weddings, birthdays, Office ceremonies etc. (2/5)

Now you have all property with you and you are doing great business but you find that every occasion like birthday and wedding involves use of food and that is where your major costs goes into.(3/5)

Read 6 tweets

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