BC SUPERSTARS

Saved by @AnmolNarula11

Sachin K Rai
@Coolfundoo 3 years, 4 months ago 403 views

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📢Superstar Shareholders Portfolio as of Dec-2021 (Latest Data available)

⚡️Arranged with Highest Holding Amount on Top !

So it's their Highest Conviction as per their Allocation/Action/Karma.

Hope this helps in your decision in picking companies during this downturn.

https://t.co/mb6nbXUNfv

\U0001f4e2Stocks where 2 or more Superstar Shareholders have investment as of Dec-2021 (latest data)

Hope this helps in your decision making !

If you find this useful feel free to share & re-tweet !@abhymurarka pic.twitter.com/2VU2OVvamX
— Sachin K Rai (@Coolfundoo) February 15, 2022

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#Thread

A small tribute to @drvijaymalik on the occasion of Guru Purnima🙏

#valueinvesting #stocks
#SalesGrowth #OPM #npm
#CurrentRatio #DebtToEquity
#SSGR #MarginOfSafety #MaxPEtoPay #EarningsYield
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#MaithanAlloy

1n

The Final Checklist for Buying Stocks !

Financial Checklist !

Taking Maithan Alloys as Sample Stock !

Tax Payout Shown in 1n (above).

2n

Valuation Checklist !

Earnings Yield > 10Yr G-Sec Yield. Higher the difference better it is.

Max PE to Pay calculated on the basis of Prevailing Current Interest Rate in the Economy (10Yr G-Sec Yield)

3n

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Creation of Value for shareholders -
10Yr Increase in Market Cap > 10yr Increase in Retained Earnings (Maithan Alloy Example)

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Most of this needs to be done manually. Take it as homework🙂

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Less FII better it is.

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AXTEL INDUSTRIES #Thread

Presenting my study for educational purpose 👇

@Atulsingh_asan - I know you have studied #Axtel in very detail your additional points/thought process/comments will be great addition to this effort !

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SSGR Analysis !

It gives +ive vibes for future growth. Further the Working Capital management & it's Free Cash Flow further strengthen the view.

SSGR (24%) > Current & Historical Sales Growth

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#AXTEL Retained Earnings vs Market Cap vs EPS Growth

In last 10 yrs ->

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📌Last 10yrs (incl TTM) in Nutshell (Screenshot) ->

Paying handsome dividend for last 3 yrs.

Remarkable improvement in Receivable Days & NPM.

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Profit growth 👌

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Q&A 161

Read this 🧵to understand ROE, PE & relationship between them.👇

PE expansion to bridge the Gap (if any) between ROE & PE.

RT if you find this helpful.

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ROE is PE's brother from another mother / Half-brother (Sautela Bhai)

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ROE & PE definition continued..

Keep an eye on Equations !

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I made a mistake in above list.
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🌟Here is businesses #screened for MCap/CFO.

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