Interesting to see that only Deepak and Pi have grown sales at > 15% for the last 5, 10 and 20 years within these 5 chemical names.
Plotting sales CAGR for few gems in #chemicals, #pharma and #FMCG
— jeevan patwa (@jeevanpatwa) July 14, 2021
Majority has 20Y CAGR > 10Y > 5Y => growth is decelerating as base becomes big...
only outlier being #Deepaknitrate where
20Y CAGR < 10Y < 5Y => accelerating growth... pic.twitter.com/ewpFeKmxQo
More from Saket Reddy
They are the real compounders, they've created massive wealth compared to others! https://t.co/PluVwU5OXG

Hope Everyone saw BANDHANBNK Numbers. I feel many such banks will go through a massive NPA Cycle followed by depleted Tier 1.
— Saket Reddy (@saketreddy) January 24, 2021
Hence, stay with the Top 3 banks :-
HDFCBANK
KOTAKBANK
CUB
They've low cost of funding, well provisioned Moratorium book, high ROEs & high Tier 1 CAR.
Don't try bottom fishing and value buying as time correction can take away a lot of opportunity cost.
Just let it give a monthly or weekly close above ATH.
ABBOTINDIA
— Saket Reddy (@saketreddy) May 8, 2021
A breakout in the offing? pic.twitter.com/rnpcsQ616a
Double Top Buy triggered above 459.17 (2295 Pre Split) daily close on 1% Box Size chart. https://t.co/0jUBx6hKMI

KPRMILL
— Saket Reddy (@saketreddy) September 3, 2021
Double Top Buy & T20 Pattern - Bullish above 2051.18 daily close on 3% Box Size chart. https://t.co/bJgLA1BGuv pic.twitter.com/xpTKy6vnBT
More from Deepaknitrate
#LIVE | Chat with a rare chemical wealth creator! Watch Deepak C. Mehta of #DeepakNitrite in conversation with @ajaya_buddy #TheMarket @deepakgroupco https://t.co/AXSZBkWpU8
— ET NOW (@ETNOWlive) August 3, 2021
Talking Point | Deepak Nitrite's Q1 results surpassed estimates led by margin improvement in Phenolics & basic chemicals segment. Is this trend sustainable? @_nirajshah in conversation with CEO Maulik Mehta. #BQLive https://t.co/347UDSefds
— BloombergQuint (@BloombergQuint) August 6, 2021
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Decoded his way of analysis/logics for everyone to easily understand.
Have covered:
1. Analysis of volatility, how to foresee/signs.
2. Workbook
3. When to sell options
4. Diff category of days
5. How movement of option prices tell us what will happen
1. Keeps following volatility super closely.
Makes 7-8 different strategies to give him a sense of what's going on.
Whichever gives highest profit he trades in.
I am quite different from your style. I follow the market's volatility very closely. I have mock positions in 7-8 different strategies which allows me to stay connected. Whichever gives best profit is usually the one i trade in.
— Sarang Sood (@SarangSood) August 13, 2019
2. Theta falls when market moves.
Falls where market is headed towards not on our original position.
Anilji most of the time these days Theta only falls when market moves. So the Theta actually falls where market has moved to, not where our position was in the first place. By shifting we can come close to capturing the Theta fall but not always.
— Sarang Sood (@SarangSood) June 24, 2019
3. If you're an options seller then sell only when volatility is dropping, there is a high probability of you making the right trade and getting profit as a result
He believes in a market operator, if market mover sells volatility Sarang Sir joins him.
This week has been great so far. The main aim is to be in the right side of the volatility, rest the market will reward.
— Sarang Sood (@SarangSood) July 3, 2019
4. Theta decay vs Fall in vega
Sell when Vega is falling rather than for theta decay. You won't be trapped and higher probability of making profit.
There is a difference between theta decay & fall in vega. Decay is certain but there is no guaranteed profit as delta moves can increase cost. Fall in vega on the other hand is backed by a powerful force that sells options and gives handsome returns. Our job is to identify them.
— Sarang Sood (@SarangSood) February 12, 2020