Learnings from Zero to Hero Interview of @VijayKedia1 Ji

1. Aim Big : He did not aim small . He didnt want to trade for 100-200 Rs . He wanted to make his capital massive in Lacs ..

When i started small and kept growing my capital i never have checked my Percentage Returns .
My aim was certainly to just keep doubling tripling the Money .

The same should be your goal ..
You aim is to not beat Nifty or Small Cap Index .. Aim Big so that you can easily beat the Street .

When i prepared for IIT . My School exams automatically turned Easy
(2/n)
2. Investing is Powerful than Trading

I have learnt the Art of VCP from @markminervini and have been decently successful ( as per me ) in Trading and have compounded really well in this Bull Market

I have been investing 50% of my Capital from Day1 into growth business
I have started to invest all my profits in Investments and do trading Based on VCP just with the same Capital .

Investing is a magic as said by Many Great Achievers .

We can learn to invest only by investing .
My Investments like Tata Elxsi / Mindtree / Balaji Amines / Deepak Nitrite / Tata Motors ( 80-100) etc .have definitely given me huge returns in triple digits which has helped my Capital grow immensely

Investing has given me a Big Size of the Profits that i have earned
3. Market Works on News/ Stories

Get the story Early and Sit tight till you are rewarded
Examples was Chemicals . Once the Chemical sector started the great move due to Capex and High demand and CHina+1 and when technicals also confirmed that turns it a Must buy sector .
ACC/Punjab Tractors were also based on sector revival and Market cycles .. So as an investor story and feasibility of Story + Right valuations are Important
4. Investing is Simple its about Connecting the Dots

Dettol / Savlon Example is the classic example why people love complexity when simple process can give the same result
5. "My portfolio Size is Big for you not for me "

Wonderful line by @VijayKedia1 Ji ..

When i started with 10 thousand . My aim was to hit min 10Crores or even more .. That keeps the Fire ..
Never aim percentage returns . Dream Big . APJ Abdul Kalam Ji had big dreams when you look from where he started . But the Dream did not look Big to Kalam Ji and that's why he achieved it
6. Luck is Important in Markets and Life . Pray God sincerely . Help everyone Around do good deeds . Karma is a Boomerang
7. Patience is Required in Investing
8. Observe management commentaries and observe their Body language and truth in their words . Also we can observe for 2-3 quarters whether they walk the Talk
9. Choose companies that have management who dream to aquire the skies

Recently read a report that GR Infra management is ready to Become the next L&T or as good as L&T that gave me a lot of confidence on this Aspect ..
10 . Last but not the Least

Please see the Interview completely . Amazing effort by @vivbajaj sir for bringing such great minds . I am awaiting an interview with @LuckyInvest_AK . I love his investments .. He is another Amazing Gem from whom we could learn a lot .

Cont. Read
Please Like Share and Retweet the First Post of this Thread to give a great headstart to 2022 and a good motivation to work harder and share more

God bless us all !

Happy New Year 2022

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More from @VVVStockAnalyst

18 Dec 21
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)
Read 18 tweets
4 Dec 21
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 21
#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 21
#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 21
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

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