What a good shareholding pattern👌

Look at the kind of FIIs and DIIs holding the comp

Dream names🙂

More from Shreenidhi P

Jubilant ingrevia
#jubilantingrea

Equirus initiates with target of 1,013rs

Expects the specialty chem to drive the growth
Lowest cost producer of pyridine derivatives with 20-80% mkt share

Nutrition n health science to grow steadily

Big volume growth expctd

Capex beneficiary

Shreenidhi P
@nid_rockz

First interview of Hiral Chandrana

#MASTEK

Adding 40+ customers every quarter from an year
650+ active clients

Met 150+ customers/partners virtually in last 40days

Focus to accelerate US growth-have strategy in place

960cr cash on books
Looking for organic+inorganic growth

#CNBCTV18Exclusive | Catch @_anujsinghal, @_soniashenoy & @SurabhiUpadhyay in conversation with @HiralChandrana who was appointed as global CEO of #Mastek last month. He says that a big part of their strategy is to grow in the US. @Reematendulkar pic.twitter.com/nRnfGoGHTp
— CNBC-TV18 (@CNBCTV18News) August 18, 2021

Shreenidhi P
@nid_rockz

Laurus labs
#lauruslabs

Shareholding pattern of June quarter confirms the entry of

Capital group US and
Societe Generale

Promoters pledge part too has been taken care of fully

FIIs/DIIs increase stake in q1fy22

Prev promoter who was declassified still holds same stake

Shreenidhi P
@nid_rockz

Cosmo films
Investor ppt

Splty side:3yr target
Masterbatches-10% rev,20% RoCE
Textile chem-10% rev,25% RoCE
FMCG-Fabricizer launched

30% RoE,22% RoCE-fy21

1% shift in splty adds 5cr EBITDA
Target-62% to 80%

Net d/e 0.5x
D/EBITDA 1x

Petcare-plans 2 demerge in2 seperate entity https://t.co/Iq4VT6tG50

Cosmo films #cosmofilms
Probably the best results of the day

Glimpse of last 5qtr
Rev,EBITDA,pbt n PAT growth every qtr
Highest OPM 19%
Q1 EBITDA 132cr n PBT 116cr

Last 5yrs
OPM 7% to 17%\U0001f44c
80% pf-speciality-fy23

Superb debt management

Liberal dividend n buyback

Solid OCF\U0001f44c pic.twitter.com/6ulhmHZf24
— Shreenidhi P (@nid_rockz) August 4, 2021

Shreenidhi P
@nid_rockz

Action construction equipment
#ACE

WHV-EAM International smallcap equity fund purchases 12,93,054 shares of action construction at 231rs today

They last bought Lux industries on 26th May
1,44,080 shares at 2537rs

More from Screeners

Intrinsic Compounding
@soicfinance

What all do I read to keep myself informed about new opportunities and to keep updating myself with the new happenings in the world?

Time for a thread about all tools I use to research,Find information and update myself about different subjects

🧵🧵🧵🧵🧵🧵

Blog Subscriptions I am subscribed to for investing:

1. @borrowed_ideas
2. Non-Gaap Substack
3. The Flywheel substack
4. Read The Generalist
5. Kiran D- has a blog on word press
6. Uncommon Profits
7. Used to read stalwart but they reduced the posting
8. @rohitchauhan

9. @IntelsenseI
10. @SeekingAlpha
11. @themotleyfool
12. Betaoalpha Substack by @mehrotra_saket
13. @MarcellusInvest
14. @PerfectResearch

Others that I like to read

1. @TheKenWeb
2. @EconomicTimes Prime. Recently they have improved
3. @TheEconomist
4. @forbes_india

Sectoral experts/Analysts that I follow:

For Pharma- @AdityaKhemka5 , @unseenvalue & @punitbansal14 + Contract Pharma for cdmo

For Banking- @HemindraHazari , Digant Haria and Ashish Gupta from Credit Suisse (he's terrific)

For chemicals- Rohit Nagraj from Emkay Global

and chemical weekly+Chemical reports monthly from B&K securities

Broker reports that I like to read whenever I can:

1. Spark capital-hands down the best reports in the country.

2. Ambit- publish some good stuff. But rarely available

3. JM Financial- exceptional reports.

Sahil Sharma
@sahil_vi

Such opportunities only come once in a few years.

Step-by-step: how to use (the free) @screener_in to generate investment ideas.

Do retweet if you find it useful to benefit max investors. 🙏🙏

Ready or not, 🧵🧵⤵️

I will use the free screener version so that everyone can follow along.

Outline
1. Stepwise Guide
2. Practical Example: CoffeeCan Companies
3. Practical Example: Smallcap Consistent compounders
4. Practical Example: Smallcap turnaround
5. Key Takeaway

1. Stepwise Guide
Step1

Go to https://t.co/jtOL2Bpoys

Step2

Go to "SCREENS" tab

Step3

Go to "CREATE NEW SCREEN"

At this point you need to register. No charges. I did that with my brother's email id. This is what you see after that.

Vibhor Varshney
@nakulvibhor

Now you can have a look of my all screeners at one place

No need to run all screeners separately

Save this link

All screeners complied and visible under one roof

Download Stocks in list in excel too

Keep learning
Keep

Aakash Gangwar
@akashgngwr823

Still having the same view. Will update if there is any change. Falling trendline breakout doesn't work that way in a bear market the way it works in a bull market. Updating your methods according to the market is the key.
#nifty50 https://t.co/64ZktWHQev

This is the maximum upside for now, post that I am looking for an 8-9% fall in index.#nifty50 pic.twitter.com/BcSOiwWuBs
— Aakash Gangwar (@akashgngwr823) June 24, 2022

Aakash Gangwar
@akashgngwr823

Opposite is happening now. IHNS, double bottom, +ve RSI divergences, etc are failing badly for permanent reversal. Level up your SAR game to stay in the game on both sides.
#bearrun
#BearMarket

Head & Shoulders pattern, double top and bearish RSI divergences fail more often in bull market and generally gives a very good SAR trade. Vice versa is also true for bear market.#bullrun #BullMarket
— Aakash Gangwar (@akashgngwr823) February 9, 2021

Shocking fact: Millennial men are less likely to work than any other age and gender demographic in America.

Today, there are 500,000 young men missing from the U.S. workforce.

Research suggests video games & improved leisure tech plays a role in the problem. 👇 Thread:

Following the 2007 to 2009 recession, 25 to 34 year old men exited high school with fewer middle-skill job opportunities than years prior.

During this time, we saw an increased number of men living with parents & choosing unemployment over lower paying jobs.

It's estimated that 24M millennials live w/ their parents.

1 in 4 living in their parents’ home neither go to school nor work.

What's more surprising? 9 in 10 who lived with their parents a year ago are still living there w/ no plans to leave.

Economists are calling millennial men a lost generation.

According to economist David Dorn:

“If you get to the point where you’re turning 30, you’ve never held a real job and you don’t have a college education, then it is very hard to recover at that point.”

Economists suggest this choosiness is a generational trait.

Forbes interview w/ a high school educated man:

"I’m very quick to get frustrated when people refuse to pay me what I’m worth."
“People feel that they have choice nowadays, and they

Hindu Media Wiki
@HinduMediaWiki

Speech Delay is most common in children nowadays

In ancient times, our grandparents used to follow typical natural way of caring the needs of a child. All they used were more of natural products than chemical based for the growth of child.

One of major step followed was to feed Gurbach Jadd/ Vasa Kommu/ Acorus Calamus for initiating good speech ability in a child. This stem was needed to babies on Tuesdays and Sundays in mother's milk.

Vasa is feed to baby after the 1st bath on 12th day in week. Weekly only thrice it is fed and named as :

Budhwar - Budhi Vasa
Mangalwar - Vaak Vasa
Ravi Vaar - Aayush Vasa

This stem is burnt and rubbed against the grinding stone in mother's milk or warm water to get a paste

The procedure to make it is in the link

https://t.co/uo4sGp7mUm

It should not be given daily to the child. Other main benefits are

1. It clears the phlegm in child's throat caused due to continuous milk intake. It clears the tracts and breathing is effortless.
2. Digestion

For children who haven't got their speech and is delayed than usual should feed this vasa on these days in week atleast for 6months. Don't get carried away with this dialogue
"Some gain speech little late"