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Meet Shah Profile picture
Meet Shah
@MeetshahV
Most stock market forecasts are both boring & wrong so i decided to make my forecasts lively & wrong. Tweets are for information purpose only.
23 subscribers
Jan 18 • 25 tweets • 6 min read
Top presentations & interviews from CFA society. Covers multiple aspects of investing & behaviour. Few of the speakers rarely makes any media appearance.

Jul 24, 2023 • 16 tweets • 3 min read
Market Leaders by Category:

IRCTC 100% market share in rail network.

HAL 100% market share in its segment.

Dream folks >90% market share in airport lounge business

MapMyIndia >90% market share in GPS navigation in India

Zydus wellness >90% market share in sugar free product. IEX >90% market share in power trading

Eicher >85% market share in 350cc bikes

Wabco >85% market share in braking systems (M/H vehicles)

MCX >85% market share in commodity tradng

Tinna Rubber >80% ms in micronized rubber powder

Coal India >80% market share in coal production
Feb 17, 2023 • 17 tweets • 3 min read
Market Leaders by Category:

IRCTC 100% market share in rail network.

HAL 100% market share in its segment.

Dream folks >90% market share in airport lounge business

MapMyIndia >90% market share in GPS navigation in India

Zydus wellness >90% market share in sugar free product. IEX >90% market share in power trading

Eicher >85% market share in 350cc bikes

Wabco >85% market share in braking systems (M/H vehicles)

MCX >85% market share in commodity tradng

Tinna Rubber >80% ms in micronized rubber powder

Coal India >80% market share in coal production
Jan 28, 2023 • 4 tweets • 1 min read
Philip Fisher's 15 point checklist.

1) Huge Addressable Market:
- Titan.
- Hatsun.
- Star Health.
- Hdfc Life.
- Page.
- Relaxo.

2) New Product Development/Innovation:
- Saregama.
- 3M.
- Tata Consumers.
- Nestle.
- ITC.
- Amul.

3) Efficient R&D:
- 3M.
- Tata Elxsi.
- Pfizer. 4) Above Average Sales Organisation:
- HUL.
- Britannia.
- Parle.
- Nestle.
- Amul.
- ITC.
- Reliance.

5) Worthwhile Profit Margin:
- Colgate.
- Aptus Housing.
- Icici Securities.
- Info Edge.
- Occl.
- Ambika.

6) Initiative to improve margins:
- Escorts.
- Pidilite.
- Eicher.
Dec 31, 2022 • 19 tweets • 3 min read
2022 - Year End Mega-Thread.

List of Books. Subscriptions. Newsletters. Websites. Idea Generation. Fund Managers i follow, Major new stocks I bought in 2022. Mistakes I made in 2022... Books i love to re-read irrespective of market cycles:

1) The Snowball.
(compounding)
2) You can be a stock market genius.
(Special situation)
3) The Little book that builds wealth.
(Moats)
4) Margin of Safety.
(Valuation)
5) Black Swan.
(High Improbable Events)
Dec 30, 2022 • 11 tweets • 1 min read
My learnings as an investor in 2022. A thread. 1) Bear markets are inevitable.
Oct 31, 2022 • 10 tweets • 2 min read
List of companies with more than 50% Market Share:

1) APL Apollo (structural & pre galvanized tubes)
2) CDSL (investors accounts)
3) Interglobe Aviation (air traffic passengers)
4) GMM Pfaudler (glass lined equipment)
5) La Opala (opalware) 6) Asian Paints (decorative paints)
7) Colgate (oralcare)
8) Symphony (coolers)
9) PGHH (female care & vaporub)
10) HLE Glasscoat (filtration & drying equipment)
11) Delta Corp (online poker games)
12) Bajaj Auto (3W segment)
13) Vinati Organics (IBB)
14) OCCL (insoluble sulphur)
Sep 6, 2022 • 4 tweets • 1 min read
Philip Fisher's 15 point checklist put in the Indian context with examples:

1) Huge Addressable Market:
Page Industries, Relaxo Footwears, Titan, Hatsun Agro.

2) New Product Development/ Innovation:
Saregama, 3M, Tata Consumers Products, Nestle, ITC, Amul. 3) Efficient R&D:
3M, Tata Elxsi, Pfizer.

4) Above Average Sales Organisation:
HUL, Britannia, Parle, Nestle, Amul.

5) Worthwhile Profit Margin:
Colgate. Aptus Housing. Icici Securities. Info Edge.

6) Initiative to improve margins: Escorts. Pidilite. Eicher.
Sep 4, 2022 • 17 tweets • 3 min read
Market Leaders by Category:

IRCTC 100% market share in rail network.

HAL 100% market share in its segment.

IEX >90% market share in power trading.

Zydus wellness >90% market share in sugar free product.

Eicher motors >85% market share in 250cc bikes category. Wabco >85% market share in braking systems. (Medium & Heavy vehicles)

MCX >85% market share in commodity trading.

tinna rubber >80% ms in micronized rubber powder

Coal India >80% market share in coal production in India.

ITC >75% market share in cigarettes.
Jun 9, 2022 • 7 tweets • 2 min read
What is your reason for not investing in stock market.

1982 - Worst recession in 40 years, debt crisis.
1983 - Market hits record - "Market too high".
1984 - Record U.S. Federal deficits.
1985 - Economic growth slows.
1986 - Dow nears 2000 - "Market too high" 1987 - The Crash -Black Monday.
1988 - Fear of Recession.
1989 - Junk Bond collapse.
1990 - Gulf War, worst market decline in 16 years.
1991 - Recession - "Market too high"
1992 - Elections, market flat.
1993 - Businesses continue restructuring.
1994 - Interest rates are going up
Jan 2, 2022 • 11 tweets • 3 min read
First webinar for 2022.
Shared my learning from Market from collection of Multiple Books & Practical Learnings.

Here's the thread... Start is important, Success comes in the later part.
Dec 31, 2021 • 11 tweets • 3 min read
My Top 10 Tweets of 2021.

Lessons & Sarcasm. A Small Year End Gift. 10.
Dec 30, 2021 • 23 tweets • 7 min read
21 life changing lessons from 21 of the best books i have read this year 2021.

~ A mega thread... 1) You overvalue whatever you create by yourself.
Dec 27, 2021 • 17 tweets • 2 min read
2021 - Year End Mega-Thread.

List of Books. Subscriptions. Newsletters. Websites. Stock Picking Patterns. Fund Managers, Businesses I Invested heavily, etc. Books i love to re-read irrespective of market cycles:

1) The Snowball.
(compounding)
2) You can be a stock market genius.
(Special situation)
3) The Little book that builds wealth.
(Moats)
4) Margin of Safety.
(Valuation)
5) Black Swan.
(High Improbable Events)
Nov 27, 2021 • 6 tweets • 2 min read
What is your reason for not investing in stock market.

1982 - Worst recession in 40 years, debt crisis.
1983 - Market hits record - "Market too high".
1984 - Record U.S. Federal deficits.
1985 - Economic growth slows.
1986 - Dow nears 2000 - "Market too high" 1987 - The Crash -Black Monday.
1988 - Fear of Recession.
1989 - Junk Bond collapse.
1990 - Gulf War, worst market decline in 16 years.
1991 - Recession - "Market too high"
1992 - Elections, market flat.
1993 - Businesses continue restructuring.
1994 - Interest rates are going up
Nov 19, 2021 • 7 tweets • 2 min read
Peter Lynch on different types of stocks.

1) Ideas can come from anywhere. Image 2) If you can't find any companies that you think are attractive, put your money in the bank until you discover some. Image
Sep 4, 2021 • 17 tweets • 3 min read
13 life changing lessons from the "Trinity of Wisdom".

~ The Psychology of Money by Morgan Housel.
~ Atomic Habits by James Clear.
~ The Almanack of Naval Ravikant by Eric Jorgenson. The Psychology of Money.

1) Doing well with money has a little to do with how smart you are & a lot to do with how you behave.

2) To grasp why people bury themselves in debt you don’t need to study interest rates; you need to study the history of greed, insecurity, & optimism.
Aug 29, 2021 • 22 tweets • 4 min read
7 takeaways from 7 of the best books on stock market ever written.

~ One up on wallstreet.
~ Common stocks uncommon profits.
~ Poor charlie's almanack.
~ The intelligent investor.
~ Security analysis.
~ The most important thing.
~ The snowball. One up on wall street by Peter Lynch.

1) Know what you own, and know why you own it.

2) Selling your winners and holding your losers is like cutting the flowers and watering the weeds.

3) Owning stocks is like having children - don't get involved with more than you handle.
Aug 11, 2021 • 9 tweets • 2 min read
List of companies with more than 50% Market Share:

1) Maruti Suzuki (passenger cars)
2) APL Apollo (structural & pre galvanized tubes)
3) CDSL (investors accounts)
4) Interglobe Aviation (air traffic passengers)
5) GMM Pfaudler (glass lined equipment) 6) Asian Paints (decorative paints)
7) Colgate (oral care)
8) Symphony (coolers)
9) PGHH (female care & vaporub)
10) La Opala Rg (opalware)
11) HLE Glasscoat (filtration & drying equipment)
12) Delta Corp (online poker games)
13) Bajaj Auto (3W segment)
14) Vinati Organics (IBB)
Jun 23, 2021 • 14 tweets • 3 min read
Strong Monopolies:
(Updated List)

IRCTC 100% market share in rail network.

HAL 100% market share in its segment.

IEX >90% market share in power trading.

Zydus wellness >90% market share in sugar free product.

Eicher motors >85% market share in more than 250cc bikes category. Wabco >85% market share in braking systems. (Medium & Heavy vehicles)

MCX >85% market share in commodity trading.

Coal India >80% market share in coal production in India.

ITC >75% market share in cigarettes.

Honda Siel >75% in portable power generators.
Jun 21, 2021 • 4 tweets • 1 min read
10 investing pearls from Peter Lynch:

1) It takes remarkable patience to hold on to a stock in a company that excites you, but which everybody else seems to ignore.

2) Understand the nature of the companies you own and the specific reasons for holding the stock. 3) Consider the size of a company if you expect it to profit from a specific product.

4) Distrust diversifications, which usually turn out to be diworsefications.

5) Invest in simple companies that appear dull, mundane, out of favour, and haven’t caught the street.