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
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.
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
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
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Oh my Goodness!!!
I might have a panic attack due to excitement!!
Read this thread to the end...I just had an epiphany and my mind is blown. Actually, more than blown. More like OBLITERATED! This is the thing! This is the thing that will blow the entire thing out of the water!
Has this man been concealing his true identity?
Is this man a supposed 'dead' Seal Team Six soldier?
Witness protection to be kept safe until the right moment when all will be revealed?!
Who ELSE is alive that may have faked their death/gone into witness protection?
Were "golden tickets" inside the envelopes??
Are these "golden tickets" going to lead to their ultimate undoing?
Review crumbs on the board re: 'gold'.
#SEALTeam6 Trump re-tweeted this.
I might have a panic attack due to excitement!!
Read this thread to the end...I just had an epiphany and my mind is blown. Actually, more than blown. More like OBLITERATED! This is the thing! This is the thing that will blow the entire thing out of the water!
Tik Tok pic.twitter.com/8X3oMxvncP
— Scotty Mar10 (@Allenma15086871) December 29, 2020
Has this man been concealing his true identity?
Is this man a supposed 'dead' Seal Team Six soldier?
Witness protection to be kept safe until the right moment when all will be revealed?!
Who ELSE is alive that may have faked their death/gone into witness protection?
Were "golden tickets" inside the envelopes??
Are these "golden tickets" going to lead to their ultimate undoing?
Review crumbs on the board re: 'gold'.
#SEALTeam6 Trump re-tweeted this.