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15 Jan, 7 tweets, 2 min read
Potential Multibagger stocks on the basis of techno funda divided in 3 categories

a. Share Price, Sales & Profit at all time high
b. Sales & Profit ath but not Price
c. Dark horses

Sectors covered

Automobiles
Banks
Bearings
Cables
Capital goods (electric & non electric)

🧵👇
Automobiles

Tata motors (invested)
Banks

Companies in our watchlist
SBIN
Axis Bank
Canara bank (invested)
Indian Bank
Federal Bank
Union Bank
Indian Overseas Bank
Bearings Sectors

Schaffler india (invested)
Cables Sectors

Our Watchlist companies
Dynamic Cables
Polycab
FInolex cables
Capital Goods: Electric

Our Watchlist companies
ABB india
TD Power (recently invested)
Voltamp Transformers (invested)
Apar industries
Kec international
Triveni turbine (invested)
Salzer electric
Modison Metal
Capital Good: Non Electric

Our Watchlist companies
Elecon engineering
Swaraj engines
Denora India
Gee ltd
HAL
BEML
Gmm Pfaudler
Isgec heavy
Ador Fontech

• • •

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More from @tycoonmindset05

The Tycoon Mindset Profile picture
14 Jan
“How to Pick good & safe companies in Sugar Sector”

Thread 🧵👇
Where We are?

Firstly, Sugar is a cyclical business. Ethanol theme is just a tailwind, the industry has not shifted from cyclical to structural.

Let us understand one thing
"Out of all the investor less than 0.5% of investor actually know where we are at the Sugar Cycle"
What Do We mean?

As sugar is cyclical business, we have to bet our position as per cycle. No one knows at what point we are standing right now: At the top, In the middle or its just the Beginning of the Cycle.

Hence to all the investors let's not get carried away with stories.
Read 17 tweets
The Tycoon Mindset Profile picture
1 Sep 21
Framework on Buyback covered till now.

This Mega Thread covers our entire thesis on this buyback special situation play, across different sectors & our experience with it.

{Thread of Threads}
🧵👇
Basic of Buyback

Just Dial buyback experience & Notable Learning

Read 17 tweets
The Tycoon Mindset Profile picture
31 Aug 21
BASICS OF Buyback:

This thread is important for every investor who invest in Equity Market

Topics Covered:
1. What is Buyback?
2. Why buyback is important for every investor?
3. How to invest & participate in Buyback?
4. What not to do to avoid Buyback failure?

🧵👇
What is Buyback?

When a company repurchases its outstanding share from the market it is a case of Buyback.

Buyback reduces the number of shares from the market, and automatically increases the value of remaining shares. However, the cash of the company gets deployed.
Why is Buyback important?

1. Always be interested when your portfolio company is coming up with buyback

Buyback is a mechanism used by a company to reward its shareholders apart from dividend.
Read 21 tweets
The Tycoon Mindset Profile picture
23 Aug 21
Miyamoto Musashi, a legendary samurai, was known for his undefeated streak of 61 duels.

He wrote 21 Timeless Principles named 'Dokkodo' which has inspired millions of people to walk their journey of life with Unwavering Focus.

Thread 👇
1. Accept everything just the way it is.

2. Do not seek pleasure for its own sake.

3. Do not, under any circumstances, depend on a partial feeling.
4. Think lightly of yourself and deeply of the world.

5. Be detached from desire your whole life long.

6. Do not regret what you have done.

7. Never be jealous.
Read 7 tweets
The Tycoon Mindset Profile picture
16 Aug 21
Eclerx Services Buyback: Understanding whether buyback is favorable or not?

Buyback Price: Rs 3,200
CMP: Rs 2,170
Buyback Amount: Rs 303 cr
Buyback Spread: 42%
Buyback Route: Tender Route
Theoretical Acceptance Ratio: 6%

Thread (🧵👇)
Buyback Calculation:

In order to participate in retail category one can apply for less than 90 number of shares.

As per AR 2020, number of shares in hand of retailers is around 22 Lacs (Assuming nos. in conservative manner).
Scenario Analysis:

However not all the people participate in buyback.
With 3 different scenario of 50%, 70% & 90% retail shareholders applying in buyback, the tender acceptance ratio would turn out to be 13%, 9% and 7% respectively. Image
Read 16 tweets
The Tycoon Mindset Profile picture
5 Aug 21
Interesting Facts about Tyre Industry and, where JK Tyre is Positioned.

"Indian tyre Industry poised to grow at early double digit for the coming few year"

Source: From Business Indian Magazine

Do like and retweet to spread knowledge with maximum 🧵👇
India has prominent place in Tyre industry.

Out of top 25 global tyre business, India has 4 prominent players
- Apollo tyre: Ranks 14
- MRF rRanks 15
- JK Tyre Ranks 24
- Ceat Tyre Ranks 25

In India, 41 tyre companies operate in India with 66 tyre plants spread across country.
Production:

• Avg growth rate over a decade is close to 9%. First half had high growth of 15%, which fell to 4% in the 2nd half.
• From 2014-20, tyre production shot up from 146.1Mil units to 176.7Mil units.
• Peak production happened in 2019. Total output touched 192mil unit
Read 19 tweets

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