Thread by @MadAboutStocks_

MUKUL AGRAWAL @MukulAg77304674 is one of the HIDDEN GEMS of India’s MICRO CAP INVESTING.

He spoke 1st time PUBLICLY. You don’t want to Miss it!

I had goosebumps throughout the session ,sharing NOTES/His Words.

Read it and Re Read it !!🧵

Thank You @PlakshaUniv.

#RoleModels

You need to be RICH in your mind before you are RICH IN BANK !

$4 Tr. In around 75 years (expected by FY2024) and in next 6 years we will be $10 Trillion . 😳😀.Imagine the Opportunity.

#ChangingIndia #Opportunity

1/14

1960-1990: JAPAN 🇯🇵 became a DEVELOPED NATION.

1990- 2010 : CHINA 🇨🇳 became a DEVELOPED NATION.

2020 - 2059 : INDIA 🇮🇳 ka Time AA GAYA !

CLSA says by 2047 we will be $40 Trillion !! Basically 10X in 30 years 😳😎

2/14

You need to be POSITIVE, OPTIMISTIC, CONSTRUCTIVE and BELIEVER of INDIA 🇮🇳!

Case Study of ETHOS WATCHES - 100 Cr. To 3000 Cr.

Yash Chopda style life !

Get inspired & motivated but don’t follow them BLINDLY !

3/14

Don’t think SMALL ! Don’t bargain hunt for DISCOUNTS, instead FOCUS on INCOME !

Look at Opportunities where there is market for next 100 years !! And then go in them BIG.

4/14

Tech is disrupting. #IHCL has 20,000 rooms ,5 Saal ka Baccha OYO has 2-3L rooms!

Restaurants are struggling but ZOMATO says they are making 1Mn. Order/hr. !

But do look at VALUATIONS ( as they trade at Crazy valuations) & also see which will SURVIVE !

5/14

COURAGE & CONVICTION will help you in NOT booking Small Profits .

The biggest RISK of your life is NOT taking ANY RISK . There is a difference between Foolishness & Risk - be aware by understanding your DOWNSIDE .

6/14

Be like MESSI ! Whenever he sees an OPPORTUNITY he runs like a Cheetah and scores . Similarly when you find an idea , FOCUS - Arjun ki Aankh & Kill it Man 🎯
7/14

“I am a creation of what 1991 Revolution did to India . Thanks to PV Narasimha Rao & Manmohan Singh . Today MODI ji is also doing good & plugging the loopholes - he is leveraging the country’s DEMOGRAPHY to bargain with the World 🌎”

8/14

TATAs took the Airline Global OPPORTUNITY . 500 Aircrafts order shook the world ! Everyone will fly AirIndia .

Mukesh Ambani is now doing the same in FMCG !

There has to be a marriage of TECHNOLOGY & FINANCE to make Business sense !

9/14

Read Newspapers. But just don’t Read & Believe. You have to do something DIFFERENT to have that EDGE & to BETTER . What is that DIFFERENT?

It’s COURAGE, taking RISK , how to THINK DIFFERENTLY ( remember CROWD is never Right, Wise) .

10/ 14

However to SURVIVE you have to be with the Crowd BUT you should KNOW when to Stand AGAINST the trend ! ( Classic Contrarian😊)

DMart Founder - Radhakishan Damani is just 12th Pass and now he is one of the Biggest Investor of India . 4L Crore MCap ‼️

11/14

When I went to Harvard I met Ashish of ASHOKA , that’s where we brainstormed the idea of PLAKSHA .

We could IMAGINE this Big University because we saw how BIG an University can be in the US!
If I was MENTALLY POOR, we couldn’t have done this 🎯

12/14

1000’s of boys like me entered the markets but many didn’t SURVIVE.

I turned INVESTOR after 16-17 years of being a TRADER .I was an IDIOT as I didn’t know then that WEALTH can be created ONLY in Long Term🎯

Only in 2008-09 I became an INVESTOR .
2003-2008 boom opened my eyes.

Each and every LEARNING is by DOING ‼️ Ekalavya was a better archer than ARJUN .

The Statement of the session for me : “Today I am INVESTED in 170-180 Companies 😎 and have stakes of 1-10% in more than 60 Companies 🚀”

14/14

A quick check on his PORTFOLIO will reveal that he holds 58 Companies where he has 1% + Stake … majority of them MICRO/ SMALL CAP .

Thank You Mukul Sir for the INSPIRATION!

🙏🙏🙏

#FMF

Here is the link on the VIDEO :



#MukulAgrawal