Which cos according to you have highest probability of tripling revenue in next 4 years (~30% cagr)?
FY26 revenue is 3x FY22 revenue ?
My guess among cos I track: Sona comstar, saregama, mastek, dynemic products, sastasundar, angel one
More from Sahil Sharma
Given the immense interest in this #investment #process thread about how to get investment ideas, thought of creating a logical follow-up 🧵
Given that I have an idea & some sense for valuation & growth, how do i construct a portfolio?
If you like the thread, plz RT.
First thing worth mentioning is that I am only describing my own process. Others can follow a different process which could work for them.
Opposite of a good idea can also be a good idea
Before understanding the process itself, it is important to understand the problems the process is being designed to solve for. What are the key hurdles or troubles I have faced in designing my PF.
Hurdles
1. At any given point in time (in the past) i have only known deeply about 5% of the listed universe in India, or lower. When I say know deeply I mean read an annual report, an investor presentation, a concall, understood why the business is how it is.
2. I only started my corporate life 4 years ago, so my pf size is small compared to yearly savings. This means that I need to deploy large incremental capital every year at least for next few years. This cant be a buy & track pf, this is a keep buying & tracking for a few yrs pf
Given that I have an idea & some sense for valuation & growth, how do i construct a portfolio?
If you like the thread, plz RT.
A lot of people ask: how do you find companies to invest in? very good question.
— Sahil Sharma (@sahil_vi) July 6, 2021
How did you find RACL, Pix?
Creating this ad-hoc thread to share my process.
if you like it, please RT to benefit maximum investors. \U0001f64f
First thing worth mentioning is that I am only describing my own process. Others can follow a different process which could work for them.
Opposite of a good idea can also be a good idea
Before understanding the process itself, it is important to understand the problems the process is being designed to solve for. What are the key hurdles or troubles I have faced in designing my PF.
Hurdles
1. At any given point in time (in the past) i have only known deeply about 5% of the listed universe in India, or lower. When I say know deeply I mean read an annual report, an investor presentation, a concall, understood why the business is how it is.
2. I only started my corporate life 4 years ago, so my pf size is small compared to yearly savings. This means that I need to deploy large incremental capital every year at least for next few years. This cant be a buy & track pf, this is a keep buying & tracking for a few yrs pf
This thread is to create awareness on how to use
https://t.co/3jeqlXO0QH
Please note that i am not officially associated with website. Only an active contributor & hope to benefit from network effects of interested investors actively contributing on platform.
https://t.co/64yVScplqi is above all else a community of like minded investors who wants to actively engage in understandin at a fundamental level & separate wheat from the chaff.
Develop an understanding of the biz, industry, competitive intensity, management, valuation
Website was created > 10 years ago. Early users are seasoned investors & i personally look to learn greatly by following their footprints across the website.
There are broadly speaking 4-5 types of "threads" or discussion places across the website.
1. Featured discussions (hall of fame, showcase discussions, learning).
These enable investor to level up the most. These discussions are a showcase for the website itself.
These are also a great starting point. Since VP is not a course, feel free to traverse them in any order
https://t.co/3jeqlXO0QH
Please note that i am not officially associated with website. Only an active contributor & hope to benefit from network effects of interested investors actively contributing on platform.
https://t.co/64yVScplqi is above all else a community of like minded investors who wants to actively engage in understandin at a fundamental level & separate wheat from the chaff.
Develop an understanding of the biz, industry, competitive intensity, management, valuation
Website was created > 10 years ago. Early users are seasoned investors & i personally look to learn greatly by following their footprints across the website.
There are broadly speaking 4-5 types of "threads" or discussion places across the website.
1. Featured discussions (hall of fame, showcase discussions, learning).
These enable investor to level up the most. These discussions are a showcase for the website itself.
These are also a great starting point. Since VP is not a course, feel free to traverse them in any order
Most of market does not beat the market by a lot. Which is alright.
In any activity the distribution of outcomes follows bell curve (Gaussian).
Those that are willing to put in effort reap the benefits. 😀
Otherwise we always have option to go for hard working PM's/etf/mf
For lot of consumer facing cos scuttlebutt is actually not that hard. We find reviews online (eg: app reviews on playstore, or reviews of products on social media)
B2B is hard to scuttlebutt, need to reach out to people in co and hope that are willing to talk. Connections help
In any activity the distribution of outcomes follows bell curve (Gaussian).
Those that are willing to put in effort reap the benefits. 😀
Otherwise we always have option to go for hard working PM's/etf/mf
Things to need to do before you buy a stock. I wonder though how many investors have the ability for item numbers 5, 6 & 7. I don't pic.twitter.com/E5AMVxbpNb
— Prashanth (@Prashanth_Krish) August 16, 2021
For lot of consumer facing cos scuttlebutt is actually not that hard. We find reviews online (eg: app reviews on playstore, or reviews of products on social media)
B2B is hard to scuttlebutt, need to reach out to people in co and hope that are willing to talk. Connections help
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.
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.
More from Screeners
I use 4 scanners:
1) Volatility, Volume & daily range compression scanner
2) Punch-Drunk-Love
3) GE Ratio - to track fundamentally strong stocks
4) Recently created one to track Power Play setups.
I get around 150-200 stocks daily & choose the ones with the most potential.
1) Volatility, Volume & daily range compression scanner
2) Punch-Drunk-Love
3) GE Ratio - to track fundamentally strong stocks
4) Recently created one to track Power Play setups.
I get around 150-200 stocks daily & choose the ones with the most potential.
Sir, How do u find a set up - Do you track chart of each stock daily ? Or do u have filters , that lead you to a number of stocks , after which you scan them.
— AKASH GUPTA (@lockdownmurti) August 25, 2021
You May Also Like
The Eye of Horus. 1/*
I believe that @ripple_crippler and @looP_rM311_7211 are the same person. I know, nobody believes that. 2/*
Today I want to prove that Mr Pool smile faces mean XRP and price increase. In Ripple_Crippler, previous to Mr Pool existence, smile faces were frequent. They were very similar to the ones Mr Pool posts. The eyes also were usually a couple of "x", in fact, XRP logo. 3/*
The smile XRP-eyed face also appears related to the Moon. XRP going to the Moon. 4/*
And smile XRP-eyed faces also appear related to Egypt. In particular, to the Eye of Horus. https://t.co/i4rRzuQ0gZ 5/*
I believe that @ripple_crippler and @looP_rM311_7211 are the same person. I know, nobody believes that. 2/*
Today I want to prove that Mr Pool smile faces mean XRP and price increase. In Ripple_Crippler, previous to Mr Pool existence, smile faces were frequent. They were very similar to the ones Mr Pool posts. The eyes also were usually a couple of "x", in fact, XRP logo. 3/*
The smile XRP-eyed face also appears related to the Moon. XRP going to the Moon. 4/*
And smile XRP-eyed faces also appear related to Egypt. In particular, to the Eye of Horus. https://t.co/i4rRzuQ0gZ 5/*
