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Vivek Profile picture
Vivek
@Vivek_Investor
Behavioural Investing | Cycles | Patterns | Market History | Business models | Market trends.
19 subscribers
Apr 7, 2024 • 6 tweets • 2 min read
An insightful video series of Raamdeo Agrawal- A thread. Image 1. Power of Compounding.

youtube.com/live/GIZdWfDo7…
Apr 23, 2022 • 12 tweets • 3 min read
I'm not an expert, however, this is my understanding of the concept "Dividend Growth Investing" 👇

As we all know that Peter Lynch classified stocks into slow growers, stalwarts, fast growers, cyclical & turnarounds.

Here we should ignore cyclical (including commodities) (1/n) And turnaround.

Usually, slow growers are those growing less than the GDP rate, if we assume gross GDP growing at 7-8% these are growing at 4-5% annually.

The market does not like these companies because of their slow growth so they trade at low multiples, but (2/n)
Jan 29, 2022 • 9 tweets • 2 min read
First case study: Dabur India Limited.

Earnings growth: 19% CAGR for 25 years (From 1995-2020)

Returns to shareholders ( not considered the dividends) 20% CAGR.

PE in 1995: 42

PE in 2020: 52.

So, the return comes from earnings growth and the contribution of PE is... (1/n) Negligible.

What were the growth triggers?

19% CAGR for 25 years is not a joke.

When I studied the last 20 years financials I found a few interesting facts.

Two big triggers for the earnings growth:

1. It spins off the pharmaceutical division (mainly it was focused on. 2/n
Feb 21, 2021 • 4 tweets • 1 min read
I convinced a few of my relatives and friends to invest in quality businesses for the long run by presenting the facts with examples( they are not naive and they have been in the market for 5-6 years, but don't know about business analysis) and also told them about the proper... .....risk management and how to handle the situations during the different phases of the market, but never suggested any individual stock, finally changed their mindset.

Always help genuine persons but no spoon-feeding.

#EQTlearnings
Sep 8, 2020 • 15 tweets • 6 min read
Thread on "Investing Resources"

Day 1: Best sources which help us to understand the business models. ImageImage Day 2:

Sustainable competitive advantage [Moats]

Image courtesy: Inc website. ImageImage
Jun 18, 2020 • 13 tweets • 5 min read
A thread on 7 pillars of investing ( Investment framework of @unseenvalue )

[My understanding]

One pillar per day :)

Day 1: Circle of competence. Image Sajal Ji's tweets on Circle of competence 👇

twitter.com/search?q=from%…
Jun 14, 2020 • 6 tweets • 2 min read
Some unique concepts used by veteran Indian investors which may help in your investing journey.

1) QGLP~ Raamdeo Agrawal. 2) Size of opportunity ~ Bharat Shah.

Image courtesy : @EWFA_
May 2, 2020 • 50 tweets • 13 min read
Thread on 50 GOLDEN RULES of Warren Buffett ( One Rule Per Day)

Day 1:

4 Filters Of Investing. Day 2:

To understand Investing you need not required to be a genius. Investing is not a rocket science.
Apr 10, 2020 • 25 tweets • 3 min read
Thread on 25 GOLDEN RULES by Peter Lynch ( One rule per day)

Day 1:

Nobody can predict interest rates, the future direction of the economy or the stock market. Dismiss all such forecasts & concentrate on what's actually happening to the companies in which you've invested. Day 2 :

Owning stocks is like having children, don't get involved with more than you can handle.
Jan 25, 2020 • 10 tweets • 2 min read
"A good decision is based on knowledge & not on numbers"
~ Plato.

While considering an investment, the basic trick is not to look at valuation as the first filter, quality should invariably be the first filter.

~ Of Long-term value & Wealth creation from equity Investing. Pure cheapness is never a virtue, it's in quality available at an attractive price. The trick is not to buy an inferior business at a cheap price but to buy an outstanding business at a reasonable price (2/n)