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According to your 3rd book, could you please explain how to practice visualization in trading? @markminervini
— KoRn (@kornkonthorn) July 24, 2021
Thanks for your question & @soicfinance for retweet and greater reach.
Here is an interesting industry level๐งต
โป๏ธRetweet if you liked it https://t.co/j23ogmdc3S
There would be multiple winners right... How about comparison with other players... Other than Apollo... What makes it different and give some sort of edge over others... I mean does it have what it takes to be no 2 maybe... Ashirvad is pretty dominant too and its not listed
— Harinder S Nanda (@harindersnanda) July 23, 2021
I will try to avoid redundancy from my earlier post in this thread. So, you may want to take a look at this one as
The industry itself is growing at double digit CAGR. Great proxy to Real estate/Infra spending.
— Mouzam (@mmali09) July 23, 2021
Attached some of my notes and observations from earlier FY21 concalls. (kindly also read latest filings)
Another great blog from #SOIC#PrincePipes #CPVC https://t.co/VnnsimpCOE pic.twitter.com/DF3gpcUXSe
1. Wide Manufacturing Base effect
Prince has a strong & growing manufacturing plants presence in the country which leads to one of the lowest freight cost in the industry. Finolex has the lowest cost most likely because of their backward integration into PVC resin.
2 Distribution Network: Prince has highest no. of Dist. and Dealers among its peers.
3. Continuing on the high distributors reach, the industry has never seen such a surge in the PVC prices which has led to industry consolidation with organized players gaining market share. And the player with greater reach/product availability is likely benefit more.
My 15 small and mid sized pharma for 15Y
— Sajal Kapoor (@unseenvalue) December 20, 2019
\u26a0\ufe0f~5 can go bust (0)
No trading. No questions. Your money. Your conviction. Your due diligence!
Albert David
DCAL
FDC
Indoco
JB Pharma
Jubilant Life
Laurus
Natco
Neuland
RPG Life
SeQuent
SMS Pharma
Solara
Strides
Syngene
| Pharma \U0001f489\U0001f48a
It depends on your
- Risk Appetite
- Goals
- Psychology
- Age
- Responsibilities
1/n https://t.co/aJjy4N90J9
Greatest challenge in the bull market is sound asset allocation which I have been facing alot. Want to buy super fundamentals cos. but can't buy em call. Latter is cos. % allocation in your portfolio.
— Amrit (@HeyAmrit) July 23, 2021
Can you'll shed light@connectgurmeet @Investor_Mohit @itsTarH @AnyBodyCanFly
Someone who is
Young
Right out of College
Doesn't Need Money for Next 10 years
Doesn't Have any Dependents
should be allocated more towards Equities than someone who is
Old
Heading for Retirement
Needs Consistent Income
Has Many Dependents
2/n
Your psychology also has the biggest impact. Are you someone who gets afraid and loses sleep over 5 to 10% drawdowns and wants to book profits as soon as an investment gains in value
or Are you someone who can sit peacefully and do not let the daily movement of market impact you
Also allocate based on Goals.
(Extract taken from my Personal Finance Course, Releasing on SkillShare on Sunday, link to sign up for a Free access below)
https://t.co/IdBvCqO2DH
