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Mindful Investor Profile picture
Mindful Investor
@amitabhvatsya
Educator -Investor - Creator of Sadhan |Alumnus- Netarhat, BIT Mesra, IIM Mumbai| |Ex- TATA, L&T, ICICI, Hero| |Spirituality - Books - Investing |
Sep 2 • 10 tweets • 3 min read
My portfolio have compounded at 189% in the existing stocks i hold across 3 portfolios !

How i achieved 189% IRR ?

Lets understand through a thread 🧵 1/9.. Image 1. COSMIC CRF
XIRR : 832%
We started buying at 268 level, with an average price of Rs.268 , and the current market price stands at Rs.2,017.

2/9
Aug 17, 2022 • 5 tweets • 2 min read
#JASH Engineering : Key take aways from Q1FY23 Con-call
😃 Pls Retweet for better reach😃

1. As a policy they don't launch more than 2 products in 1 year (cautious)
2. A project is stuck/not moving in Singapore, MD himself going to meet client (skin in the game)

1/ Image 3. Play on Indigenisation of German tech ( Partner :Invent ) shall reduce cost significantly (Cost Leadership)
4. Rodney Hunt turnaround in process , wont buy global cos until they turnaround it completely (Focus)

2/