Equity Insights Elite Profile picture
Jun 30, 2024 17 tweets 4 min read Read on X
Make the Most Out of the P/E Ratio💹

Find Multi-Baggers Using P/E Ratio💸

The most important concept
(Everything you need to know, Bookmark🔖)

Topics covered:👇

A Thread🧵 Image
~ P/E Ratio
~ Earnings Yield

(1/15) Image
~ Types of P/E Ratio
~ PEG Ratio

(2/15) Image
~ P/E : Re Rating/De Rating

(3/15) Image
~ Dual Engine Combo

(4/15) Image
~ Application

(5/15) Image
~ PEG < 1

(6/15) Image
~ Triple Engine

(7/15) Image
~ Practical Examples

(8/15) Image
~ Entry/Exit P/E

(9/15) Image
~ Entry Valuations

(10/15) Image
~ Hitting a Jackpot

(11/15) Image
~ Pyramiding

(12/15) Image
~ Cheat Code for Multi bagger

(13/15) Image
~ Case Studies

(14/15) Image
~ Conclusion

(15/15) Image
Thank you for reading till the end.

Follow @equityinsightss Image

• • •

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

Keep Current with Equity Insights Elite

Equity Insights Elite 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 @EquityInsightss

Apr 20
Results Season has started #Q4FY25

Here is a way to track results effectively:

Find Multi-Baggers Using Screener 💸

Make sure you don't miss it⬇️

A Thread 🧵 Image
Screener provides a lot of customization & is super helpful in tracking quarterly results and generating new ideas

It offers various options to filter companies with good results

You can filter in terms of:

- Market Cap
- Sales Growth
- TTM P/E Multiple
- Qtr PE

Qtr PE (Price to Quarterly Earnings)
Formula : CMP/(EPS latest quarter *4)

Here is an example 👇Image
Create a new watchlist in Screener & keep adding all the companies with over 20% Profit & Revenue growth YoY

Keep updating it on weekly basis

By the end of the result season, you'll have a comprehensive list of companies with impressive quarterly results

Below is my list for Q3FY25 Results
I’ve been maintaining this list for the past several quarters — and it’s been very helpfulImage
Image
Read 7 tweets
Aug 27, 2024
Premier Energies "IPO Opens Today" GMP ~ 75 %

Lot of Companies in 'Solar sector' gave multibagger returns in the last few years

☀️Solar is the next big thing ~ with strong government backing and falling costs

Premier Energies is poised to benefit from this growth

Lets find it out why🧵Image
Tailwinds in the sector

Indian Government have given ambitious targets to achieve 500 GW of clean energy by 2030

Almost 300 GW will come from solar

Solar Capacity Additions is likely to double over next 2-3 years Image
Why Solar ?

Solar has the lowest tariff rates across fuel sources

Average Cost of Electricity has increased from 3.6 kWh To 6.7 KWh in FY23

While Solar tariff with higher adoption has steadily decreased and stabilized between 2.3-2.6 kWh

Solar Tariff is even lower than thermal power plantsImage
Read 17 tweets
Jul 28, 2024
Ultimate Investing Guide 👇

Thread on Fundamentals 💸

Everything for free, no need to take courses worth lakhs 🔖

Thread 🧵
⭐Key Fundamental Metrics to Track Image
⭐Cheat Code for Multi bagger :-

- Starting valuations: 15-25 P/E
Lower the valuations higher the upside.

- Revenue growth: At least 25%
This means 2x revenue in 3 years.

- Levers for margin expansion
Operating leverage must play out.
PAT growth > REV growth.

If revenue doubles, PAT must increase by at least 3-5x.

For all the stocks I add to my portfolio, I try to find the same criteria.

One Multi bagger with right allocation can change your life.Image
Read 11 tweets
Jul 19, 2024
Companies Guiding for 40-50 % CAGR💹

40 % CAGR --> 2 X Revenue in 2 years👇

Top Stocks to add in watchlist💸

A Thread🧵
🔸SKY Gold

Engaged in Designing, Manufacturing and Marketing of gold jewellery, works on B2B model with leading Jewellery Retailers.

- FY24 REV : 1745 Cr
- E FY27 REV : 6300 Cr (50 % CAGR)
- RoCE > 25 %
- PAT Margins - 3 %

- Export Contribution to increase to 30 % vs 12 %
- Acquired Starmangalsutra & Sparkling Chains to expand product portfolio.Image
Image
🔸ZAGGLE

Leading Player in spend Management space

#1 Issuer of Prepaid cards in India

~ Double REV in 2 Years (> 40 % CAGR)
~ Inorganic Opportunities
~ Long term Margins Guidance : 15-16 %
Image
Image
Read 7 tweets
Jul 15, 2024
How to Track " Super Investors " using Screener ?

This has helped me a lot in my investing journey

Screened a lot of Multi baggers through tracking portfolios💹

A Thread🧵 Image
1⃣First Step

Visit Screener on the website/app

Click "Latest Filings" Image
2⃣Second Step

Open "Bulk Deals."

Bonus Tip:
There is a lot of useful stuff on this page:

1. Latest filings ~ Concall Transcripts, Investor PPTs, and Annual Reports can be tracked.

2. Ongoing corporate actions like bonuses, buybacks, dividends, and stock splits can also be checked.Image
Read 8 tweets
Jul 7, 2024
VALUATIONS Simplified💹

Find Multi-Baggers 💸

Topics covered:👇

- P/E
- EV/EBITDA
- P/B
- Mcap/Sales
- EV/OCF, FCF
- PEG Ratio
- Forward Valuations

The most important concept
(Everything you need to know, Bookmark🔖)

A Thread🧵Image
~ P/E Ratio

(1/8) Image
~ EV/EBITDA

(2/8) Image
Read 10 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

Don't want to be a Premium member but still want to support us?

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!

:(