Name two or three stocks in your portfolio which you are betting would grow their profits at 15-20% CAGR for the next 5 years.
Reply below to make this a useful thread.

A Mini-Thread on Bharti Airtel: One of the world’s leading telecommunication services providers with a presence in 18 countries

Would appreciate a Retweet or like as it helps educate more investors and inspire us to work harder on more upcoming threads👇🧵

1) Largest Player in B2B connectivity:

Airtel Business is India’s largest player in the B2B connectivity space and serves over one million businesses with an integrated portfolio that includes connectivity, cloud, security and collaboration, and data center solutions.

2) Stake in Indus Towers:

Presently, the company owns ~42% stake in Indus Towers (erstwhile Bharti Infratel) directly and through its wholly-owned subsidiary Nettle Infrastructure Investments Ltd.

3) Indus Towers Limited has over 175,500 towers and 318,300 co-locations and a nationwide presence covering all 22 telecom circles.

Its leading customers are Airtel, Vodafone Idea, and Reliance Jio Infocomm Limited.

4) In December 2020, the company, through Nettle Infrastructure bought a ~5% stake in Indus Towers for ~2,900 crores.

From selling snacks on the street to building a multi-billion-dollar empire

Mega-Thread on the story of Haldiram's

Would appreciate a Retweet or like as it helps us educate more investors and inspire us in producing more such content.

1) Ganga Bhisen Agarwal, affectionately known as Haldiram by her mother, started The Haldiram Empire in 1937 before India gained independence.

2) He was born into a Malwadi family in Bikaner and married Champa Devi.

3) He started out selling Bhujia, as per his aunt's recipe in his father's namkeen and snacks shop.

4) However, he and his wife later fled home owing to a family quarrel.

5) Later he started by selling on the street mong daal namkeen prepared by his wife.

6) Haldiram opened his first business in Bikaner in 1946. He began selling his Bikaneri Bhujia there.

7) He recreated the Bhujia by including moth flour and made it thinner. His sales and income improved dramatically because of all of these adjustments.

8) Later on, Haldiram attended a wedding in Kolkata, and only he got the idea to set up his shop there.

9) With this step, the first branching out of the Bikaner Bhujia business was started.

A Mega-Thread on Jesse Livermore’s Wisdom:

1. Never be completely bearish or bullish on the whole market because of one group or a few stocks have reversed its course from the trend.

(Would Appreciate a retweet as a lot of efforts are put by our team to compile these threads)

2. There is only one side of the market and it is not the bull or the bear, but the right side.

3. Don’t trust your own opinion and back your judgment until the action of the market itself confirms your opinion.

4. Markets are Never wrong – opinions often are.

5. The real money made in speculating has been in commitments showing in profit right from the start.

6. As long as a stock is acting right, and the market is right, do not be in a hurry to take profits.

7. One should never permit speculative ventures to run into investments.

8. The money lost by speculation alone is small compared with the sums lost by investors who let their investments ride.

9. Nothing new ever occurs in the business of speculating or investing in securities and commodities.

10. Never sell a stock because it seems high-priced.

11. I become a buyer as soon as a stock makes a new high on its movement after having had a normal reaction.

12. Watch the market leaders.

13. The human side of every person is the greatest enemy of the average investor or speculator.

14. Wishful thinking must be banished.

30 books I wish I read before Investing my hard-earned money:

1. You can be a Stock Market Genius by Joel Greenblatt
2. Common Stocks, Uncommon Profits by Phil Fisher
3. Margin of Safety by Seth Klarman
4. The Crowd by Gustave Le Bon
5. Winning the Loser's Game by Charles Ellis

6. The Zurich Axioms by Max Gunther
7. The Most Important Thing by Howard Marks
8. Thinking, Fast and Slow by Daniel Kahneman
9. The Intelligent Investor by B. Graham
10. A Zebra in Lion country by Ralph Wanger and Everett Mattlin
11. Learn to Earn by Peter Lynch

12.Poor Charlie's Almanack - The wit and wisdom of Charles T Munger
13.Speculative Contagion by Frank Martin
14. The Long and the Short of it by John Kay
15. More than you know by Michael Maubossin
16. Influence - The Psychology of Persuasion by Robert Cialdini

17. The Psychology of Judgment and Decision making by Scott Plous
18. The Real Warren Buffett by James O'Loughlin
19. Devil take the Hindmost by Edward Chancellor
20. Risk Intelligence by Dylan Evans
21. The Emotionally Intelligent Investor by Ravee Mehta

22.Accounting for Value by Stephen Penman
23. Common Stocks and Common Sense by Edgar Wachenheim III
24. Big Money Thinks Small by Joel Tillinghast
25. Memos from the Chairman by Alan C Greenberg

Few apps/tools we use for stock research:

1) @Tijori1
2) @mystockedge
3) @screener_in
4) @TickertapeIN
5) @Trendlyne
6) @Investopedia
7) @moneycontrolcom
8) Research Bytes
9) Google Finance
10) Valuepickr

Do comment below with a tool/app that you use the most for research.

✈️🚀

What is that 1 company that you see awesome growth for atleast next 5 years?

Comment below...

#investing

Am happy not owning HDFC bank. Feel their best is over and the quality of services is no where what it was.

Which are the 3 Indian Technology cos that you would buy if they listed tomorrow?

I would pick Nykaa, RazorPay and Policybazaar.

I feel these 3 can grow irrespective of GDP performance for next 10 years.

#Investing clues

Read that the running cost of an EV Scooter for 100 KMs is just Rs 10-12 (2 units of power). While that for ICE Scooter/Bike it is Rs 200 (2 litres of Petrol).

Are there any component manufacturers supplying specifically for the EV functionality ?

Friends ⁉️

As this thread on the EV Scooters is showing a lot of interest

Here is an interesting 24 min discussion with the MD of Hero electric, about the cost economics, running costs and competitive nature etc of an EV Scooter

⚡Watch &

How will the broking industry perform next few years? This is a question I get asked often, more recently.

I usually say, if you can tell me the Nifty direction or volatility, I can tell you what the broking industry will do. Because both are positively correlated. 😃

1/2

User growth depends on whether the markets (Nifty) go up or not. It took >10 years to reach the high made in 2008 in terms of new user addition (total NSDL + CDSL Demat).

Revenues are based on market volatility. The more the market moves, the higher the revenues generated. 2/2