Arun Mukherjee's Threads | Buzz Chronicles

Authors Arun Mukherjee

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Arun Mukherjee
@Arunstockguru

If you are looking to have 12-15% compounding for next 15-20 years,you probably don't need to work hard. This things will provide it:-

1..Asian Paints
2..Hdfc bank.
3..Pidilite.
4..United Spirits.
5..Kotak Bank.
6..Godrej Properties
7..Nestle
8..Titan
9..Divis
10..PI ind

Arun Mukherjee
@Arunstockguru

It's a must that everyone passionate about equities get to know this amazing highest wisdom free stuff. This incredible site is superior to 100 investing books.If you are willing to learn just make it ur Bible. Do retweet it for the benefit of

Arun Mukherjee
@Arunstockguru

It's a must that everyone passionate about equities get to know this amazing highest wisdom free stuff. This incredible site is superior to 100 investing books.If you are willing to learn just make it ur Bible. Do retweet it for the benefit of

Arun Mukherjee
@Arunstockguru

10 years Stock price CAGR (%) :

1. Alkyl Amine 69
2. Avanti feed 69
3. Deepak Nitrite 59
4. Paushak 59
5..Caplin point 59
6. Bajaj Finance 57
7. Relaxo 53
8. Aarti Ind 52
9. Navin Fluorine 51
10. Balaji amines 50
11. Atul 46

Which one you own or owned?

Arun Mukherjee
@Arunstockguru

Some interesting little talked about Small caps:-
1..Avt natural
2..Artemis
3..CCL products
4..Chemcon
5..Centum elec
6..Kothari ferm
7..Hind rectifiers
8..Eldeco ltd
9..Expleo Solution
10..Kuantum papers
11..DHP india.
12.Max India
13..Tinplate
14..Krebs bio
15..Ashiana hou

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Arun Mukherjee
@Arunstockguru

Pharma and API remains one of my favourite sector for the time being. There's lot more wealth creation journey left.

Since a while been bullish on Laurus, Shivalik Rasayan, Medicamen biotech,Fredun Pharma etc. Own most of them since last few yrs now.

What are your favourites?

Arun Mukherjee
@Arunstockguru

Interesting Companies to Play the Agri theme:

⚡Coromandel International
⚡Escorts
⚡M&M
⚡Dhanuka
⚡VST Tillers
⚡Swaraj Engines
⚡Mahindra EPC
⚡Bayer
⚡Chambal Fertilizers
⚡Deepak Fertilizers
⚡Bharat Rasayan
⚡Kaveri Seeds
⚡Nath Bio

Which one do you like the most & why?

Arun Mukherjee
@Arunstockguru

From my personal stock market learnings. Hope it helps. Also do add your learnings too so that those too gets added and we have a great checklist in hand.

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Arun Mukherjee
@Arunstockguru

Here's My List Of Top 10 Big Opportunity That Could Lead To The Next Billion Dollar Companies :-

• D2C
• FinTech
• Blockchain
• Solar Energy
• Content Creation
• Cancer Research
• Meat Alternatives
• Artificial Intelligence
• EdTech & E-Learning
• Smart Home Technology

Arun Mukherjee
@Arunstockguru

Some small caps but leaders in their category by quite a stretch:-
1) Associated Alcohol
2) Action construction equip
3) Jamna auto
4) Oriental carbon
5) KSE Ltd
6) Nocil Ltd
7) Praj ind
8) Triton valves
9) Honda siel power
10) Balaji amines..
11) Precision Camshafts

Arun Mukherjee
@Arunstockguru

If you understand this few things you will probably do well in markets:-

Btw: Retweet for the benefit of others..

Arun Mukherjee
@Arunstockguru

Morning motivation:-

Arun Mukherjee
@Arunstockguru

Which is the company you are waiting to buy if there's a correction of 10-15%? Could be small,mid or large caps.