Advait Arora : ᴡᴇᴀʟᴛʜ ᴇɴʀɪᴄʜ™ Profile picture
I share insights on Wealth Creation & Compounding. I ✍️ on : #Money #Investing #Stocks #FinancialFreedom #Stockmarkets. (tweets are for educational purpose)
deepak manek Profile picture Madikonda Babu Profile picture 3 added to My Authors
Apr 15 4 tweets 10 min read
🚀45 mid & small cap #stocks from 10 different sectors that have shown improvement in fundamentals & can deliver strong growth going forward :
~ Pharma
~ Hospital
~ Metal
~ Alcohol
~ Textile
~ Logistics
~ Energy
~ Auto Ancl
~ Chemical
~ Paper

short 🧵.... ▶️Pharma:
#IndocoRem
#LaurusLabs
#AlkemLabs
#JBChemPharma

▶️Hospitals:
#HGS
#NHrudalaya

▶️Metals/Mining :
#MaithanAlloys
#SandurMagnese
#Godavaripower
#ShyamMetalics
#TinplateIndia
#UshaMartin

▶️Alcoholic Bev:
#GlobusSpirits
#RadicoKhaitan

Cont...
Apr 5 4 tweets 2 min read
MAGIC of converting :

15,000 Rs ----> 4.37 Crores
in under 27 years !

A Short Thread on how Adani Exports created stupendous wealth for its #IPO #Investors

Short🧵 ( 1/4)..... 1995 (Sept): IPO in name of ADANI EXPORTS LTD.
Price Rs. 150 (FV Rs. 10)

Lets assume 100 Shares Alloted:

1996:
Bonus 1:1
(100 = 200).

1999:
Bonus 1:1.
(200 = 400).

2004:
Split into RS. 1 from RS. 10 F.V.
(Meaning 400 = 4000)

2009:
Bonus 1:1.
(4000 = 8000)

Cont....
Jan 7 4 tweets 2 min read
40 quality #stocks from different domains, for long term #Investing :

Study them,
Filter them,
Build your conviction &
Choose as your #portfolio picks !

🧵...... ✨Outstanding BFSI Stocks:
1. ICICI bank
2. Kotak bank
3. HDFC Bank
4. Muthoot Fin
5. HDFC Life

✨Consistent compounders :
1. HUL
2. COLPAL
3. Nestle
4. Asian Paints
5. SRF

✨Best MNC Pharma stocks:
1. Abbott
2. PGHL
3. Sanofi

(cont...)
Dec 24, 2021 11 tweets 3 min read
Hey Folks, Its X-mas Eve Today 🎊

Grab your cup of tea/coffee &
Plan your #investments for 2022,
As I share the Part 1 of :

"My 20 high conviction stock ideas"
(From 20 different sectors )

Subsequent Part 2 will be shared tomorrow.
(for your #Christmas Weekend🎄🎅)

🧵... 1. Sector: Agro-chem

→ "Leader with aggressive inorganic growth plans"
Stock : PI Industries ~ Rs. 2930 levels, P/E: 56

FY'24 Projections:
RoE :16.5
RoCE: 20.8
EV/Ebitda : 22.2
EPS: ~ Rs. 86
PE: ~ 33

2 yr base case targets : 3800+
2 yr bull case targets : 4500+
Dec 23, 2021 13 tweets 2 min read
Bhav Bhagwan Hai (Price is God) is one of the biggest #investing one-liner of #stockmarkets !

Sharing 12 amazingly bold & deep 'one-liner lessons' from the Billionaire Investor the BIG BULL Mr. Rakesh Jhunjhunwala.

**THREAD** 1. Be bold & investment in a stock, when it is not popular.
Dec 22, 2021 5 tweets 2 min read
✨Do you wish to have Rs. 1 crore in 15 yrs ?
👉#invest your way to being a CrorePati 🤑

Here's How ?

🧵... 💫Rs. 35,000/month
in Fixed deposit @ 6% returns,
will become Approx. 1 Crore💸 in 15 years🤑

📛Risk : Low
🧠Skill Requirement : Negligible/Low

💸Invested amount : 63 lakhs
💵Total Wealth Corpus : 1 Crore +
💹Net wealth gain : 37.9 lakhs
Oct 4, 2021 9 tweets 5 min read
💫Chemical prices are spiraling big time led by supply disruption & power disruption in china and also high demand by base industries.

💫Following 20 Chemical manufacturer's #stocks could benefit from this jump up in short to medium term. #stockstowatch

Short 🧵....... → Prices of 'ABS & Polystyrene' have shot up by 38+% MoM on account of supply constraints due to logistical issues.

Potentially beneficial to #stocks like :

💫INEOS Styrolution,
💫Bhansali Engg,
💫Supreme Petro
& others.
Oct 3, 2021 13 tweets 5 min read
12 Trend Tweets : 12 Life Hacks !

#wealth #money #wisdom !!

Short 🧵 ... 1. @BrianFeroldi 💫

"In the beginning, the savings rate is all that matters.
After a few decades, investing returns are all that matters".
Oct 1, 2021 10 tweets 4 min read
'Am I overthinking this' ~ @TheRialMichelle

💫What an awesome quick picture #book with relatable quips. It’s about searching for answers for things that don’t change !

Perfect for a coffee table!
Sharing my favorite learnings!
Grab your ☕️or🍵 for an easy read...
🧵...(1/10) Image → Its never too late to Start !! Image
Aug 16, 2021 4 tweets 11 min read
🚀10 sectors from which many mid & small cap companies which came up with Excellent Q1 nos
~Pharma
~Hospital
~Metal
~Alcohol
~Textile
~AgriChem
~Energy
~AutoAnc
~Chemical
~Paper

Shortlisting the 48 #stocks from these sectors that could deliver their 🚀best FY results ever

👉🧵 ▶️Pharma:
#GuficBio
#LaurusLabs
#AlkemLabs
#JBChemPharma

▶️Hospitals:
#MaxHealth
#KIMS

▶️Metals/Mining :
#MaithanAlloys
#SandurMagnese
#Godavaripower(GPIL)
#ShyamMetalics
#TinplateIndia
#TataSteelBSL
#SunflagIron

▶️Alcoholic Bev:
#GlobusSpirits
#RadicoKhaitan

Cont...
Jul 26, 2021 6 tweets 4 min read
Many #investors are loosing patience as #ITC is not generating returns since a few years.

Lets get the bigger picture

Can you imagine if one would have invested Rs. 1000 (just one thousand rupees) in ITC shares #IPO in 1970, what would be the returns today? @dmuthuk

A Short🧵 Your invested capital in the #ITC #IPO of

Rs. 1 thousand would have become ~ Rs. 2.43 Crores

Yes you have read it RIGHT !!!

That's not it, your would have got some heavy dividend too in all this 51 years .

Check out this real #wealth creation journey of ITC

(cont....)
Jul 25, 2021 4 tweets 4 min read
#DIVISLAB #Wealth Creation journey

#IPO at Rs.140/share in 2003

If had got 100 shares (Rs.14000 #investment)
&
10:2 stock split in 2007
1:1 bonus in 2009
1:1 bonus in 2015

Total shares as of today 2000

Value today: 2000 Sh @ Rs. 4823 = 96.4 Lakhs

REAL Power of LT #Investing @ipo_mantra : A Re-tweet would have been better than a Copy Paste I believe.
Jun 21, 2021 4 tweets 2 min read
MAGIC of converting

1 Crore -----> 2200 Crores in 31 years.

A Short Thread on the #investing journey of tory of Ramdeo Agarwal - Cofounder of Motilal Oswal Financial Services

🧵 ( 1/4) - Started with investment of 1 cr in shares in 1990 which increased to 30 crs in 92 market rally of Harshad Mehta time.

- 30 cr reduced to 10 cr in correction after 92 market rally

- 10 crs increased to 100 crs in Y2K market rally of 2000
Jun 4, 2021 12 tweets 6 min read
➡️Demergers unlock significant value for shareholders.

Recent examples:
#Jubilant Lifesciences
#CESC
#Arvind
#TataCommunicaitons
#Strides

➡️ Sharing 10 very interesting 'Potential Demergers' which can create some serious #wealth !!

~ ~ Short Thread ~ ~ 1. #GHCL (Gujarat Heavy Chemicals Ltd)

→Demerging the Chemicals & Textile business is on the cards.

Possibility in 2 quarters.
May 1, 2021 4 tweets 3 min read
👉🏿Why I believe this #multibagger #Lauruslabs can be a 4 digit stock from here on

➡️Short //Thread\\

In Q4 FY21:

✅Formulations revenue grew 60.9% YoY to Rs. 430 crore
✅CRAMS business grew 19.0% YoY to Rs. 176 crore.
✅EBITDA margins improved 1059 bps to 33.4%

(cont..) ~ #Laurus has planned a capex of Rs. 2400 Cr in next 36 months through internal accruals.
~As per mgm guidance it will have a sales of over 7000 cr in FY23.
~With healthy margins & RoCE of 35%+ we can assume Profits upwards of Rs. 1450 Cr which gives a FY23 EPS >Rs. 27

(cont)