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Jay Shankarpure

@Arthavruksha12

11 Dec

@ValueInvestor27

Content Consumed & Work Done by me from 4 to 11 November

Inspired from - @ValueInvestor27

A Thread 🧵

@PPFAS

1/

Watched Love China Or Hate China , You Can't Ignore China By @PPFAS . This is 101 Guide to Investing in China & Revealed Scary Insights about shell company's

@BeerBicepsGuy

2/

Watched Metaverse & Web 3.0 by @BeerBicepsGuy & @AnshulRustaggi . This is the best video I found to understand about Web 3.0 & 101 with Metaverse . This is a 2 part video , Loved both parts

Read 11 tweets

Jay Shankarpure

@Arthavruksha12

10 Dec

⚙️#RACLGeartech Q2 FY22 Concall's

🗒️Notes Prepared By me

A Thread 🧵

1. Revenue Mix Change -

50% from 2 Wheelers

20% from Tractor & Agricultural Equipments

18% from Recreational Vehicles

5% from 3 Wheelers

5% from Industrial Pv & Others

2% from Commercial Vehicles

2. Received recognition as “Business Enterprise of Tomorrow ” under SME category

3. Revenue from EV in 21-22 was 1% vs in 22-23 is around 4%

4. Lockdown In European Country is not any risk for the company

Read 8 tweets

Jay Shankarpure

@Arthavruksha12

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

@Arthavruksha12

26 Nov

@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 -

Read 11 tweets

Jay Shankarpure

@Arthavruksha12

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

@Arthavruksha12

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

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