✨Crisp Observations😉
#Traders v/s #Investors:

Traders look at Price,
Investors look at Value.
Traders watch CNBC,
Investors Read Books.
Traders Book Profits,
Investors Book Losses.
Traders make Brokers Rich,
Investors make themselves Rich .

(cont...)🧵
Traders may sleep anxiously,
Investors usually sleep deep.
Traders average on Downside,
Investors average on Upside.
Traders look at 10% Profit,
Investors look at 10x Profits.
Trading is a Maths,
Investing is an Art.
Traders ride on Tips,
Investors ride on Research.

(cont...)
Traders many a times are in Hurry,
Investors are most of the time Cool.
Traders deal with Uncertainty,
Investors deal with Conformity.
Traders Watch Minutely Charts,
Investors Enjoy days of Freedom.

Its all about :
Active way to making #money
v/s
Passive way to #wealth creation

• • •

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More from @WealthEnrich

Jan 27
"Myths of Short Seller":
#Adanigroup's reply to the
malicious report of Hindenberg.
Check out this 7 page report.
🧵....
Page 1 :
Page 2
Read 9 tweets
Jan 26
DEBT in #Adanigroup, worries you?
ACTUALLY aggregate debt levels of Adani group has improved over the years & Ebitda/Debt levels are much healthy now.
Get FULL clarity in this 5 page report by #CLSA :
"Where does all the Debt of
@gautam_adani group of
companies actually SIT"!
🧵
Page 1
Page 2
Read 6 tweets
Apr 15, 2022
🚀45 mid & small cap #stocks from 10 different sectors that have shown improvement in fundamentals & can deliver strong growth going forward :
~ Pharma
~ Hospital
~ Metal
~ Alcohol
~ Textile
~ Logistics
~ Energy
~ Auto Ancl
~ Chemical
~ Paper

short 🧵....
Read 4 tweets
Apr 5, 2022
MAGIC of converting :

15,000 Rs ----> 4.37 Crores
in under 27 years !

A Short Thread on how Adani Exports created stupendous wealth for its #IPO #Investors

Short🧵 ( 1/4).....
1995 (Sept): IPO in name of ADANI EXPORTS LTD.
Price Rs. 150 (FV Rs. 10)

Lets assume 100 Shares Alloted:

1996:
Bonus 1:1
(100 = 200).

1999:
Bonus 1:1.
(200 = 400).

2004:
Split into RS. 1 from RS. 10 F.V.
(Meaning 400 = 4000)

2009:
Bonus 1:1.
(4000 = 8000)

Cont....
2015: The Big Demerger

1) Adani Port (141:100)
For 100 Adani Ent, one got 141 Adani Port shares

2) Adani Power (185:100)

3) Adani Trans (100:100)

Now:

1) Adani Ent: 8000
2) Adani Port: 11280
3) Adani Power: 14800
4) Adani Trans: 8000
5) Adani Gas: 8000
6) Adani Green: 6088
Read 4 tweets
Jan 7, 2022
40 quality #stocks from different domains, for long term #Investing :

Study them,
Filter them,
Build your conviction &
Choose as your #portfolio picks !

🧵......
✨Outstanding BFSI Stocks:
1. ICICI bank
2. Kotak bank
3. HDFC Bank
4. Muthoot Fin
5. HDFC Life

✨Consistent compounders :
1. HUL
2. COLPAL
3. Nestle
4. Asian Paints
5. SRF

✨Best MNC Pharma stocks:
1. Abbott
2. PGHL
3. Sanofi

(cont...)
✨Best Automobile stocks:
1. Tata Motors
2. Eicher Motors
3. Escorts

✨ Top Agri Theme Stocks:
1. PI Industries
2. Sumitomo
3. Coromandel Intl

✨Evergreen Must haves :
1. RIL
2. TCS
3. Infosys
4. HDFC
5. L&T
6. Divis

✨Top Chemical Stocks:
1. Atul
2. Aarti Ind

(cont...)
Read 4 tweets
Dec 24, 2021
Hey Folks, Its X-mas Eve Today 🎊

Grab your cup of tea/coffee &
Plan your #investments for 2022,
As I share the Part 1 of :

"My 20 high conviction stock ideas"
(From 20 different sectors )

Subsequent Part 2 will be shared tomorrow.
(for your #Christmas Weekend🎄🎅)

🧵...
1. Sector: Agro-chem

→ "Leader with aggressive inorganic growth plans"
Stock : PI Industries ~ Rs. 2930 levels, P/E: 56

FY'24 Projections:
RoE :16.5
RoCE: 20.8
EV/Ebitda : 22.2
EPS: ~ Rs. 86
PE: ~ 33

2 yr base case targets : 3800+
2 yr bull case targets : 4500+
2. Sector: Auto

→ "The Best EV play in India + JLR bonus"
Stock : Tata Motors ~ 470 levels, P/E: -ve,

FY'24 Projections:
RoE :22.4
RoCE: 10.5
EV/Ebitda : 3.1
EPS: ~ Rs. 49
PE: ~ 9.2

2 yr base case targets : 800+
2 yr bull case targets : 1000+
Read 11 tweets

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