Legendary Investor Mukul Agarwal recently made his Media debut.

🧵Thread on his journey from a trader to one of the most successful investor, his Philosophy, key holdings.

@MukulAg77304674 Sir You could be the next big bull , please make more media appearances to educate us. His Investment Philosophy

Defies Conventional Wisdom, Not a Contrarian, Not seeking for deep Value, Not focused portfolio
(holds 200+ companies), Doesn’t meet promoters, Not well networked, but a Patient Investor

Berkshire Annual Meeting 2022: Stock markets have become a gamblers parlour

“Sometimes it is quite investment-oriented, other times it is almost totally a casino, a gambling parlour, that existed to an extraordinary degree in the last couple of years, encouraged by Wall Street.” Buffet: “Wall Street makes money, one way or another, catching the crumbs that fall off the table of capitalism. They don’t make money unless people do things, and they get a piece of them. And they make a lot more money when people are gambling,”

🧵My Investing Gadget & tools 🧰 ⚒️

| Brokerage Accounts |

Zerodha: Mid & Small cap
ICICI Direct: Long term, large caps
HDFC Securities: US investment

| Studying/Tracking |

Screener: Quick study, Peer comparison, Results alert etc

Market Mojo: Portfolio performance

Cont.. | Social Media |

WhatsApp: Close friends

Twitter: learnings from fellow investors, educating younger investors

YouTube: Promoter Interviews, Views of Fund managers

Cont..

Nine Personal Finance Rule Everyone should know 🧵 (WA Forward)

1) Rule of 72 (Double Your Money)
2) Rule of 70 (Inflation Adjustment)
3) 4% Withdrawal Rule
4) 100 Minus Age Rule
5) 10, 5, 3 Rule
6) 50-30-20 Rule
7) 3X Emergency Rule
8) 40% EMI Rule
9) Life Insurance Rule 1) *Rule of 72*

No. of yrs required to double your money at a given rate, divide 72 by interest rate

Eg, if you want to know how long it will take to double your money at 8% interest, divide 72 by 8 and get 9 yrs

At 6% rate, it will take 12 yrs
At 9% rate, it will take 8 yrs

Glenmark Life Sciences IPO (Thread)

👉Evolving from CMO to CDMO

👉API in growing areas CVS + Oncology + Diabetes

👉Experienced Management Team

👉Decently Priced "Not in Bubble, Not in Trouble" API Market by Therapy Area & India Projected CAGR

Thread on list of my 5 best picks from each of 10 secular wealth creating sectors:

1) FMCG
2)Retail
3)Banks
4)NBFC/Exchange
5)Speciality Chemicals
6)Pharmaceutical
7)Building Materials
8)Consumer Durables/EV Auto
9)IT
10)Food/QSR

Study before investing.. 1)FMCG

Britannia
Nestle
Colgate
HUL
Tata Consumer

How to identify a winning stock?

(Simple language used keeping beginners in mind)

1️⃣Understand Sector dynamics & Company’s business

2️⃣Understand Company’s Financials

3️⃣Understand Stock markets auction price behaviour 1️⃣Understand Sector dynamics & Company’s business

✅ First use your own professional knowledge

✅ Read about the sector if it’s beyond your existing area of competence

✅ Pick the fastest growing sector (>10%)

✅ Pick the fastest growing company (Sales/Profit 3yCAGR >20%)

Four Investor Portfolios & their Networth Progression to Study

1️⃣ Anil Kumar Goel (Commodity King)

2️⃣ Akash Bhansali

3️⃣ Vijay Kedia

4️⃣ Nemish Shah Anil Kumar Goel

Famous Five Investor Portfolios & Their Philosophy

1) Rakesh Jhunjhunwala

2) Warren Buffet

3) Radhakishan Damani

4) Vijay Kedia

5) Saurabh Mukherjea

Who is your favourite?

Which stocks of their portfolio do you own?

🧵below Rakesh Jhunjhunwala

🧵on Companies Covered so far..

1. Gufic
2. Mastek
3. Polycab
4. Gland
5. Laurus
6. LTTS
7. LT foods
8. Globus spirits
9. Polyplex
10. Jubilant Ing
11. Acrysil
12. Hindustan Fds
13. Kabra Ext
14. Prince
15. Supreme Ind
16. Aarti
17. Greaves
18. Cadila
19. MOTSL
20. Vidhi

https://twitter.com/aiminvestments/status/1401040478749921281

Mastek

https://twitter.com/aiminvestments/status/1368410379735375874

Phil Fisher- 15 point Scuttlebutt

“It is amazing what an accurate picture of the relative points of strength & weakness of each company in an industry can be obtained from a representative cross-section of the opinions of those concerned” 🧵 1. Does the company have the products or services with sufficient market potential to make possible a sizable increase in sales for at least several years?

When to Sell?

Everyone has a different strategy for selling depending on their investing style.

A guide based Peter Lynch’s classification of stocks in the 🧵 Slow Growers

~Dividend yield not high even at low price
~Deteriorating fundamentals
~after 30-50% price rise if you have bought after recent correction
~no new products are coming
~loosing market share in last 2 years
~unrelated diversification
~costly acquisition

How to go about investing in US 💰markets from India?

NASDAQ down 11% from ATH

Amazon & Apple down ~20% from ATH

Time to diversify your portfolio to get exposure to US markets

Two options- Direct Equity or MFs

Thread on investing directly or MFs
@AnyBodyCanFly @saxena_puru Direct Equity

Yes – investors from India can directly invest in the US stock market

Investing in US stocks or ETFs by Indian investors is permissible under the RBI’s Liberalized Remittance Scheme (LRS)

Many US companies we know, are growing fast, innovative & have strong moat