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There are only 5% of businesses which are worth "BUY and HOLD"

How to know which one?

An excellent framework has been given by Warren Buffett on this in his shareholder's letter..

Unlocking The Secrets of Great, Good, and Gruesome Businesses by Warren Buffett

A thread… Warren Buffett, in his 2007 letter to shareholders, categorizes businesses into three archetypes:

Great, Good, and Gruesome.

Each represents a different spectrum of investment opportunities, from highly desirable to ones best avoided.

Ever wondered how to turn the stock market into your playground?

Meet William J. O'Neil – the maestro of investing! 🚀

Let's dive into his game-changing strategies and unveil the secrets to conquering the market.

Here you go...below are the secrets William J. O'Neil was an American entrepreneur, author, and investor who is best known for his work in the field of stock market analysis and investment. He founded Investor's Business Daily,

One of the biggest mistake investors make is choosing business with weak balance sheet....

But now no more....

Welcome to the world of Balance Sheet

Let's learn all about different components of Balance Sheet....

Ready for the ride? Let’s get started!...

(1/n) Have you ever wondered how money works its way into a business?

Let's explore the simple yet interesting journey of cash and numbers.

It's like peeking into the financial diary of a company

Let's first understand different components..

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Sad to know that one of the greatest investing legend has passed away....

He was 99...

As a tribute to this legend I have compiled thread of 99 powerful lessons...

These lessons will help us become best version of ourselves...

here we go...

1. BE A LEARNING MACHINE

(1/n) 2. "The big money is not in the buying or selling, but in the waiting."

This gives us importance of riding winners and staying with compounding machines for long term and not selling them prematurely.

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🚀 10 Powerful Secrets of Millionaire Investors 🚀

Nobody will tell you this....but it will transform your life....

Don't miss the last one....

A thread... Let's go....

(1/n) 1. Invest - Increase Income

Millionaires prioritize growing their income streams

They don't settle for just saving money; they actively seek ways to expand their earnings,

whether through entrepreneurship, investments, or side projects

Key is to keep exploring new sources

When we talk about investing, some of the common questions come to our mind like what to buy? What to avoid?

What are the important parameters to look at while researching any company?

These 5 videos will help you to kickstart your investing process step by step

Here you go.. 1. How to do the stock analysis? | A step by step process using the screener tool

Learn how to effectively use screener from the very beginning, this will help you understand the financial strength of any business with a ready-made template.



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10 common money mistakes that will cost you your financial freedom....

Don't miss the 7th one...

A thread....Let's go

#investing #mistakes #technofunda #YouCanCompound 1. Procrastinating to INVEST

Compounding is the 8th wonder of the world...and the exponential factor in it's equation is TIME

The more time you give yourself to compound your investment, the better it is

Even if you are in 20s or 30s...START NOW...Don't wait

Do you know what is concall and how to get best out of company concall?

If you are ready to learn more and become better investor then this thread is for you🧵

Concalls or Conference calls are calls that Company’s management does with its investors generally every quarter
(1/n) Companies generally put out Corporate Announcements stating that they are conducting concall & investors can join it on that particular date & time

Tools like @Tijori1 finance gives this information in organized way

Explore more here: technofunda.co/tijori

What next?

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10 Quotes that helped me navigate the bull markets

9th one from Charlie Munger is super powerful...

Kindly re-tweet to help more investors🧵

Here we go...

#technofunda #investing (1)

“Rule no. 1 - Fish where the fishes are...

Rule no. 2- Don’t forget rule no. 1"

- Charlie Munger

If you want to perform DEEP WORK without distractions with super high PRODUCTIVITY...

Then this thread is for you...Some powerful hacks that will take your productivity to next level..

Let's go...

Courtesy: amzn.to/3bGsT2M

(1/n) 1. Most important thing to build powerful productivity habit is to create a RITUAL

Just like we brush our teeth in the morning...read newspaper or go to temple...

Make productive task as a RITUAL..that will help your System 1 brain to take charge..

Next important step..

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13 harsh truths about investing...

A thread...🧵 1. Markets are REGRET Machine

It starts off awesome...quick money, research, screenshots etc.

But then..

Stock can go up multifold after you sell it

It can start going down as soon as you buy it

If you don't buy and it goes up, you are unhappy

BE HAPPY IF YOU MAKE PROFITS

🙏

Special thanks to 75k Investor Friends

You have all been an inspiration for my learning journey.

Sincere gratitude to all🙏

Here is a return gift of ultimate guide for investing in the form of thread of threads

Hope you will enjoy it...Don't forget to bookmark these

💡 1>> Lessons of bull market....thinking to create a thread where I will keep posting on euphoria phase we all had been into.

No offense to anyone, we all are human and we make mistakes, just for serious learning.

https://twitter.com/MashraniVivek/status/1245284547677188096

Some amazing anecdote on Tax disputes in India..

This is about none other than NESTLE..

It was year of 1999..

2 decades ago...when they launched their signature product "KITKAT"

(1/n) Commissioner of Excise challenged Kitkat...that it was not a WAFER but a CHOCOLATE..

Why?

Wafer was taxed @ 10%

While Chocolate was taxed @ 20%

So, while filing the tax, Nestle claimed that KitKat is 'Wafer coated with chocolate'.

So, we will pay 10% tax on it

But..

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Many times we wonder why is stock not moving despite future triggers...??

My learnings and understanding (please feel free to correct if you have any other insights)

I used to wonder that company has growth triggers in form of capex, operational enhancement in future
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(1/n) And it was in public domain, market knew that it's going to happen in future...

Then why are not market participants immediately jumping in and discount it?

Answer is 2 parts - Opportunity Cost and Operational/Execution Risk..

Let's go to deeper...

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New game-changer addition announced by Income Tax Department..AIS is the name

This will make tax filing more easy and evasion more difficult...Bliss for honest citizens...

Detailed statement for majority of your tax needs..

So what is AIS? Let's understand..

(1/n) AIS - Annual Information Statement

Is it replacing 26AS? No...this is an additional statement..

This is much granular - includes dividends, shares/MF transactions, Salary, outward remittances, savings bank interest and much more...

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🎯

Most successful investors will have 3-5 companies in 1-2 decade that made it big....

Question is - will you get these on day 1 of building your portfolio?

Will you know which company will make it BIG?

Answer is NO...

So what to do..?

Here are my thoughts..

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(1/n) We just hear success stories of famous investors who made it big in few companies by holding for long term...

But there are thousands who failed...thousands of companies closed down..just vanished..

It's survivorship bias..

We ignore luck and process..

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How understand world of investing and capital through the lens of Cycles..

Time for a thread on an amazing book "CAPITAL RETURNS"..

Capital is the engine of all cycles if you think about it..

And we need framework around it.. which is
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amzn.to/38ZlhE1 Theme of this book how capital cycles can help predict periods of booms and bursts for an industry.

If you can understand these 4 stages

You can understand how changes in amount of capital employed / supply within any industry are likely to impact future returns..

How?

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Structured framework for investing makes you Profitable and helps gain conviction...

Here you go..

10 Most Important things to check before Investing...

Detailed thread to bookmark for your future analysis...

First thing we need to focus while investing is..

(1/n) 1 >> Earnings Growth

The company should earn higher than its sector or the company should have ability to grow their sales.

This was big lesson for me personally...low growth in India generally doesn't give good returns..

But just growth is not sufficient...

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🧃🧃

Friday Frooti Magic....A Juicy Story...

Why FROOTI was an instant hit in the Indian market?

This will help you to understand that it is really important to think what your audience wants, be creative about it and success will follow you.

It was 1984..

(1/n) It was year of change..

In 1984, Chauhan family set its foot into the vast expanse of food and beverage industry with the introduction of Parle Agro.

Prakash Chauhan revealed that he wanted to launch a mango drink as India’s love for mangoes was well-known.

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Mega thread on how the India’s Largest Telecom Operator – Reliance Jio (~35% market share) came into existence & became India’s Largest Mobile Broadband in less than 2 years.

Crazy story...no less than revolution..

Please retweet and comment below if you got blown away..

(1/n) 1 >> It was year 2011...year of spark

"The idea of Jio was first seeded by Ambani’s daughter, Isha, in 2011. She was a student at Yale (in the US) and was home for holidays. She wanted to submit some coursework and she said, 'Dad, the internet in our house sucks'," he recalled.

Special thanks to 50k Twitter Friends...

You have all been inspiration for my learning journey.

My sincere gratitude to all 🙏

Here is return gift of thread of threads to reflect on my journey.

Hope you will enjoy it...Don't forget to bookmark this memories..

Here you go.. 1>> How LOW PE stocks can also be expensive...

This was curated to help investors stay away from value traps and build focus on growth investing mindset...

https://twitter.com/MashraniVivek/status/1383074226890891272