A Must read Thread for all Investors and Traders who are into Markets after the 2020 March Crash

A general Query that hit's my DM and also when i meet my friends ..

Please Share/ Retweet for Wider Reach
@nid_rockz @caniravkaria @ishmohit1 @insharebazaar @sourabhsiso19
(1/n)
Are we underperforming the Trading Community ?
We haven't got a single Multibagger and all around me everyone gets a multibagger ?
I havent made even 50% Returns this year and everyone posts MTM in crores and Returns over 100% ?

(2/n)
Do i need to just accept I'm incapable and start joining the Paid services that the people who claim to have got 100% is providing ?
Shall i quit trading with so much effort and start investing based on these people capable of getting triple digit Returns ?

(3/n)
Let me put my reply here in common and address this

Each one of us is capable in Markets and the only thing we need to give ourselves is time and keep faith in ourselves and our logical process

Buy only good consistent Profitable companies with good promoter Holding
(4/n)
The first trouble in investing into unknown stocks / Penny Stocks or so called Multibaggers based on a Turnaround belief etc. is ALLOCATION

A 1% Allocation in these small stocks when giving 2X will still make only 2% of PF so PF Gains are not in X but just 1-2%
(5/n)
The other thing i wish to tell is that these two years were great time in Markets and there is nothing to worry if this was not used by you to gain money

It's completely alright and just study all the good multibaggers ( With impeccable Results and BS) to find the reason
(6/n)
Posting MTM in crores is a mental pressure to many of my friends who ask me is it so easy shall we also start option Trading ..

Option Trading requires so much of hardwork and Practice and Eagle like Eyesight throughout the day .
It's a tough job and is not at all easy
(7/n)
Extreme hardwork is required to be great in Options Trading

Even @Mitesh_Engr ji will not deny that it's not everyone's cup of tea and requires extreme focus and hardwork and morethan all that risk management in BlackSwan Events

(8/n)
Getting 100% + returns in 1 year is great which many have done and i appreciate that but that should be a motivation not a pressure

But more important is to be able to do it consistently
According to me a 25% Return if able to generate consistently is great
(9/n)
So my dear friends . We need not quit what are doing . We can continue to trade with the knowledge from Books like
How to Make Money in Stocks by William O Neil
Books by @markminervini
and with time we will improve
(10/n)
One of the Greatest traders @markminervini took 6 years to become profitable and then what made the difference was consistency

India is in a Mega Trend of Economy Expansion from 2.5T to 5T .

Stocks Markets follow Economy . So this game is not over .
(11/n)
Learn as much as possible at this point of time and markets are here for ever . A bigger bull market than 2020-2021 will arise definitely giving all people who feel missed out a bigger bounty looking at the Big Economic growth India is Poised for

(12/n)
Keep looking for Big Mega trend Themes that are sustainable and are ready to create an Impact in the Daily Lives

New technology that would drive economy

It could be Renewable Energy , EV , or any other new Story that comes up in Markets

(13/n)
Last but not the Least keep Risk always in Check and Lose small so that you can still stay in the Markets another day

Invest in good companies and expect Decent Returns rather than going behind Multibaggers
There are so many Companies like SRF that has delivered 10X returns
Do share this thread and Retweet because so many freshies in Market are getting misguided due to Greed and destroyed by Markets and left in Vain

Follow the process by Achievers they all have always invested in Good Business and Made wealth not by aiming for multibaggers
Some among them will turn multibaggers on their own
because of the Good growth in Business prospects

Price is a Slave of Earnings

@sahil_vi @Vivek_Investor @MashraniVivek @vivbajaj @dmuthuk Do Share and Retweet so that many new freshies enjoy markets with Peace and Joy
would be very happy if you could share and retweet so that i would feel the happy that something right has been done to many and also a sense of happiness for the time i spent making the thread

@nid_rockz @itsTarH @RajarshitaS @TraderHarneet @Puretechnicals9 @AnandableAnand
There are so many wonderful people in Twitter who share so much knowledge for free and many also post YT video analysis more than Looking at the Stock if we look at the process one can shorten the Learning Curve

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Volatility Volume and Value

Volatility Volume and Value Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @VVVStockAnalyst

4 Dec
A thread on #Valiant Organics

A Fully Integrated speciality Chemical Company !

Now Let's dive into what the company does !
Valiant Organics is in agro-chemical, pharmaceuticals, rubber, dyes, pigment industries .

Revenue Split 88% Domestic and 12% from Exports
The Product Portfolio of Valiant Organics

These are Basically split into

Chlorination
Ammonolysis
Acetylation
Hydrogenation
Sulphonation
Methoxylation

O-Nitro Anisole and P-Nitro Anisole were addition in the Hydrogenation section recently .
Read 15 tweets
26 Nov
#Clean Science - A Thread about the Biz

Why the business deserves such valuations is very clear. There are almost no other business which ever sector having such gross margins . Ignore Chemical sector etc. Any business you take this Margins is exceptional and can do magic
With such increase in the Raw material price they have maintained the margins to a great extend without passing the raw material prices .. Exceptional Work
Strong and Biggest Capex is underway for Clean Science and this will definitely increase the sales and margins will be kept near these 50-60 odd percent which will take the PAT exponentially ( Compounding )
Read 10 tweets
26 Nov
#TATVA

Time to read some annual reports and get confidence in the companies you invest .

Else in the panic we will miss good Biz.

This is the #Revenue split from Tatva , THought the EV theme part has minimal contribution now , growth is expected from that Space ..
Phase Transfer Catalyst and Tatva being among the Leaders in this segment
SDA

Mostly this segment has good opportunity due to Sanitization in Developed Country .

Tatva is the second largest in the manufacture of SDA
Read 5 tweets
25 Nov
A Small Thread on Chemplast Sanmar

A Chemical Company in the PVC Space !

Dominant producer of paste PVC
2nd Largest in PVC Suspension

EPS CAGR = 37% Image
PE 22.5
When ROCE / ROE is above the PE then it generally means that there is a good chance of Revaluation .. ( Backtesting some value winners )
Acc to Management they will be able to sustain the margins to a good level

Execution from management should be good , but lets see
Valuation parameters from Screener.in Image
Read 10 tweets
6 Oct
A Detailed Thread on #JubilantIngrevia as Promised

Let's start with the #Technicals to time the Entry

A perfect VCP -3 + Shakeout and crawling near the ATH and awaiting a ATH Breakout

For Investment I use the Weekly Chart with 10EMA ImageImage
Let's Deep Dive into the Fundamentals of #JubilantIngrevia

Jubilant Ingrevia is an Integrated Speciality Chemicals Comapany

They are into Speciality Chemicals ,nutraceuticals and Life Sciences

Revenue Split and Region wise Revenue in the Below Presentation Image
Who are its Competitors ?

Closest peers - Laxmi Organic
Two major Products in Common Ethyl Acetate Diketene

Prices of Both have been on Steep Uptrend and Jubilant has not caught up with that

Its a competitor to other Speciality Chemicals like Balaji Amines also in some
Read 14 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(