Cyrus Patel Profile
Cyrus Patel

@CyrusPa41284726

3,079
Followers
841
Following
378
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3,128
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18% CARG since 1980. All my posts are my personal views and are NOT recommendations to buy or to sell. Please do your own independent research.

Mumbai, India
Joined July 2021
Don't wanna be here? Send us removal request.
@CyrusPa41284726
Cyrus Patel
1 year
@21stCentValue @UnrivaledInvest They obviously thought their stock was undervalued @ $160 and it’s overvalued now and want to take advantage now while the going is good. Nothing wrong with that so long as everything is in the public domain it’s just that the company is playing with it’s own stock.
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@CyrusPa41284726
Cyrus Patel
5 months
@anupiku “Scratch any cynic and you will find a disappointed idealist.” ― George Carlin
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@CyrusPa41284726
Cyrus Patel
5 months
2 things I have learnt over my investing career : 1. Always have funds of 15-25% in the bank which you can deploy if the market goes badly south. 2. Do not sell early even though when you bought some stocks which were “penny” stocks or they have already appreciated beyond your
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@CyrusPa41284726
Cyrus Patel
5 months
@dmuthuk Thats why I have vowed never to take anyones money and invest on their behalf, nor have I ever charged for my advice and never will. The minute there is money involved, you become morally responsible. No matter what is written in the form. "subject to market risk...." or "read
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@CyrusPa41284726
Cyrus Patel
5 months
@drvijaymalik What happened? Why didn’t you alert everyone earlier?
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@CyrusPa41284726
Cyrus Patel
1 year
@ETNOWlive @udaykotak Its a pipe dream .... unless (a) India has 100% convertibility on current and capital account. (b) a judicial system which give swift impartial justice (c) and no sudden surprises from the powers that be.
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@CyrusPa41284726
Cyrus Patel
1 year
@WSJ These things come to mind: - What goes around comes around. - You can fool some of the people some of the time. But you can’t fool all the people all of the time.
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@CyrusPa41284726
Cyrus Patel
8 months
@spectatorindex What goes around comes around.
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@CyrusPa41284726
Cyrus Patel
1 year
@udaykotak Let's call it an irresponsible, decadent currency which uses its disproportionate power to try to bully other countries with no care for the consequences it brings upon itself.
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@CyrusPa41284726
Cyrus Patel
9 months
@Ram_Guha Please show PER CAPITA shutdowns
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@CyrusPa41284726
Cyrus Patel
1 year
@livemint @sauravanand04 Sir, instead of appreciating even 1 rupee of value add you are running down the system. haven't you heard the expression .... "from small acorns do great oaks grow"
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@CyrusPa41284726
Cyrus Patel
1 year
@devinamehra @sandeep_PT Hello? What about men who want to leave an unpleasant nagging unfaithful spend thrift wife but can't because of the kids or parental pressure or residential issues? Why do we almost always assume that the man is at fault?
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@CyrusPa41284726
Cyrus Patel
5 months
@abidsensibull This is the 5 year comparison between Suzlon and the Nifty. I am holding since mid 2022.
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@CyrusPa41284726
Cyrus Patel
4 months
@velumania I never invest in stocks which do not have a track record of consistent earnings growth, strong balance sheet and most important of all the must be listed and all information should be available in the public domain. If you move away from this three primary conditions, you are
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@CyrusPa41284726
Cyrus Patel
1 year
@adhicutting I can respond to your question with less than 4 words Demand, Supply & Free enterprise. Do not worry this will soon come to an end the airline industry has a very elastic supply the more the demand for seats the more aircraft will come in under dry or wet leases to accommodate
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@CyrusPa41284726
Cyrus Patel
1 year
@pvsubramanyam I have never bought and will never buy shares of a builder. Too much unaccounted money in the system. Very little corporate governance.
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@CyrusPa41284726
Cyrus Patel
1 year
@danmurrayserter The genie is out of the bottle. Let me tell you it’s a damn good thing. It’s made my life easier and far more productive. I would never turn back the clock. I wonder what people thought when they discovered the WHEEL!
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@CyrusPa41284726
Cyrus Patel
5 months
@connectgurmeet So the return is between 12-13% pa compounded
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@CyrusPa41284726
Cyrus Patel
4 months
@dmuthuk Warren Buffet does not practice what he preached. I don’t think he ever has. If he did he would never have sold a single stock. Which he has. Further, In my humble opinion…. I completely disagree. - Different stocks fire at different times. Stocks price and fundamentals can
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@CyrusPa41284726
Cyrus Patel
1 year
Did you know google finance has a feature you can create your portfolio and then measure your portfolio against and index or script. Then you know if you are a fantastic, good, average, bad or terrible investor
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@CyrusPa41284726
Cyrus Patel
9 months
@AdityaD_Shah This is what I got from Google Bard: HDFC Bank plans to invest 7-8% of its net revenue in technology in the coming years. Some of the new technology initiatives that HDFC Bank is investing in include: (a) Artificial intelligence (AI): HDFC Bank is using AI to automate tasks,
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@CyrusPa41284726
Cyrus Patel
3 months
I lost more money today, then on any single day since I started investing. Every substantial drop is an opportunity to buy. I kept selling across the board to create a buffer for this kind of opportunity. Like every greedy investor, I wish I had sold more and created a
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@CyrusPa41284726
Cyrus Patel
1 year
They are all living in "la la" land
@safiranand
Safir
1 year
Nifty upgrades all across for 2023. Source- @businessline
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@CyrusPa41284726
Cyrus Patel
1 year
@gmacofglebe How would you describe your self sir. A cross between Mother Theresa and Einstein?
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@CyrusPa41284726
Cyrus Patel
1 year
@suhasinih $47,000 is not going to move the needle for Mr Trump even in the slightest degree, so they can be no assumption that this is going to influence him in any way in favour of India.
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@CyrusPa41284726
Cyrus Patel
4 months
@dmuthuk Sir, In my humble opinion…. I would check the Price Earning Growth (PEG) ratios of the stocks you are holding, intend to continue to hold and those you are buying. For the uninitiated, the PEG ratio, or price/earnings to growth ratio, is a stock valuation metric that combines
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@CyrusPa41284726
Cyrus Patel
1 year
@WeekendInvestng zerodha is a product company and TCS is a services company. In TCS case revenues and cost rise and fall in tandem. Zerodha once it has invested in the platform there is only very small maintenance cost. 90% of additional top line revenue goes straight to the bottom line.
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@CyrusPa41284726
Cyrus Patel
1 year
@connectgurmeet I beg to differ sir. I bought a large number of shares of Reliance power @ Rs 5.77 CMP Rs 13.30 which is 2.4x my cost - a minor multi bagger. Book value is 32.6 is 5.5x my cost. Who knows based on replacement cost what the multiplication is? Generation stands at 5,945 MW!
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@CyrusPa41284726
Cyrus Patel
1 year
@ngdpc1 Then they will talk about global warming after 1500 aircraft pollute the atmosphere.
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@CyrusPa41284726
Cyrus Patel
5 months
@_KiranRajput When I was you about 45 years ago I was a voracious reader, 2-3 books a week. One of the books I read was called the seven sisters, it was about the 7 largest oil companies in the world of which 5 were owned by John D Rockerfeller. How they were founded how they grew and how they
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@CyrusPa41284726
Cyrus Patel
5 months
@shyamsek You are absolutely 101% right. The problem is not with the companies the problem is with SEBI who should provide a standard format which should encompass everything that a normal investor should be able to understand and comprehend 4 example. a) All values should be in rupees
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@CyrusPa41284726
Cyrus Patel
11 months
@greg16676935420 As far as I know.... He didn't put his blood sweat and tears to build twitter. He did put his blood sweat and tears to build Tesla and made an obscene amount of money and borrowed gainst it and/or used $44B of it to buy twitter.
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@CyrusPa41284726
Cyrus Patel
1 year
The Dhandho Investor. Read this book, I have. If you want to know how to multiply wealth this is what you need to read. Again and again and again.
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@CyrusPa41284726
Cyrus Patel
9 months
I have come to the conclusion that if any of my stocks exceed 60 PE I should sell them no matter how great the future appears to be and no matter how strong the balance sheet seems to be. This makes the process of selling much more painless.
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@CyrusPa41284726
Cyrus Patel
1 year
@contrarianEPS Perfect illustration as to why you should (a) buy mid caps & (b) hold them as long as EPS keeps growing & balance sheet is strong
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@CyrusPa41284726
Cyrus Patel
2 years
Arre if you don't like it don't have it. But give others freedom of choice. FYI I have high sugar, like I think you may have.
@1shankarsharma
Shankar Sharma
2 years
Glycemic Index of: Dosa: 77-80 Idli: 80 Besan Cheela: 30 Dhokla: 30-35 Data talks. Baki sab bakwas hai
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@CyrusPa41284726
Cyrus Patel
1 year
@AIFutureDesign @elonmusk The per capita income in the US in 1920 was $223.87 & the birth rate of 23.3 births per 1,000 people in 1919. So the more money they make less children they have. Sad but true. The per capita income of the US in 2023 is estimated to be $68,309 the birth rate is 12.023 births
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@CyrusPa41284726
Cyrus Patel
9 months
Buy like this when the market is falling you will enjoy watching the share price drop! IMPORTANT Buy only fundamentally sound and growing companies. This table assumes prices will drop by 30% from CMP if you feel they will drop more be more aggressive buy putting even lower
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@CyrusPa41284726
Cyrus Patel
1 year
@revjeffvox @21stCentValue @UnrivaledInvest Yes, you are correct. But you cannot argue if all the information is in the public domain and if what they are doing is for the betterment of the company in the long run, which I agree is correct. However individual share holders who are trading in the stock will not benefit by
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@CyrusPa41284726
Cyrus Patel
6 months
@_KiranRajput In my humble opinion…. In the long run, investing in mutual funds is a losing proposition, better to invest in exchange traded funds, mid cap, small cap and large cap, 33%, each. But the more important question to ask is now that we are at the peak of the market. How much is
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@CyrusPa41284726
Cyrus Patel
1 year
If you buy a stock like this you are onto a winner. Sales Growth > 12% pa for 5-10 yrs EPS Growth > 15% pa for 5-10 yrs Positive free cash flow for 5-10 years High ROCE/ ROE > 15% for 5-10 years Large Runway = Market Cap less than Rs 25,000 Crs
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@CyrusPa41284726
Cyrus Patel
1 year
@connectgurmeet One of the reasons I never buy real estate stocks. The other is too much unaccounted money in the industry.
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@CyrusPa41284726
Cyrus Patel
6 months
@WealthEnrich HDFC Bank
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@CyrusPa41284726
Cyrus Patel
1 year
These shares are with 10% of their 3 year low. Study fundamentals carefully, specially top-line growth
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@CyrusPa41284726
Cyrus Patel
1 year
@borsszoro @muskQu0tes @elonmusk Thank you, for your gift. I do wish everybody wouldn't get worked up to the point of responding with aggression, simply because somebody has a different point of view.
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@CyrusPa41284726
Cyrus Patel
1 year
@varinder_bansal You are right, "people who live in glass houses shouldn't throw stones at others." but you cant dismiss everything he says because you think there are some things which aren't correct.
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@CyrusPa41284726
Cyrus Patel
8 months
Nifty PE ratios for last 20 years!
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@CyrusPa41284726
Cyrus Patel
3 months
Mayhem, todays advance decline ratio @ 1.22pm
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@CyrusPa41284726
Cyrus Patel
3 months
@saurabhkoratkar In my humble opinion…. She is a lady of exemplar reputation, character, capability and qualifications. Because you don't agree with her doesn't make her wrong. She is looking at the big picture not day to day fluctuations or how particular segments of the market perform.
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@CyrusPa41284726
Cyrus Patel
1 year
@GRDecter No comment needed....
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@CyrusPa41284726
Cyrus Patel
5 months
@dmuthuk What you say is right but unfortunately all insurance companies in India are operating in an industry which is riddled with problems, over regulation and excessive competition.
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@CyrusPa41284726
Cyrus Patel
1 year
All these good shares are upto 5% above their 52W low
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@CyrusPa41284726
Cyrus Patel
5 months
RSI Below 25 HDFC Bank Asian Paints Metro Brands Vedant Fashions Sun TV Network Relaxo Footwear Bata India Atul Zee Entertainmen
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@CyrusPa41284726
Cyrus Patel
3 months
@AdityaD_Shah I will admit that HDFC Life is the finest life insurance company in India but: 1. The fundamental problem remains that it operates in an extremely competitive industry. 2. The industry is very very highly regulated by the IRDA. 3. Profitability in the industry is not
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@CyrusPa41284726
Cyrus Patel
1 year
@ishmohit1 If you look at the situation dispassionately, it is our mistake that we have not got together and formed an investors club which is powerful enough and which is well funded to take on these multinationals and create a campaign where they exposed for what they are doing and where
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@CyrusPa41284726
Cyrus Patel
5 months
Take your pick.... if you like..... cautiously. NOTE. Information derived from screener. please verify. Enterprise Value = Debt + Market Cap.
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@CyrusPa41284726
Cyrus Patel
4 months
@contrarianEPS If there is minimal earnings and topline growth as compared to its PE ratio then what do you expect? Ultimately, earning and top line should grow in the same proportion as the PE ratio, you can’t have a PE ratio of 75 and earnings growth of 5% per annum. It is just not
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@CyrusPa41284726
Cyrus Patel
1 year
@21stCentValue @UnrivaledInvest Here are 10 large US companies with a market cap of $2B who have done buybacks. Marathon Petroleum Corp Builders FirstSource Inc Synchrony Financial Avis Budget Group Inc AutoNation Inc DigitalOcean Holdings Inc Group 1 Automotive Inc American Equity Investment Life Holding Co
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@CyrusPa41284726
Cyrus Patel
2 months
@WeekendInvestng @CNBCTV18Live Give me a break guys, why is everyone overreacting, its a genuine mistake. I use MC, BC, SOB, f***, G****o, etc. all the time. so long as its not accusatory or said in an rude aggressive tone, its fine. Parsi's are known for this kind of language said in a humorous, fun, nice
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@CyrusPa41284726
Cyrus Patel
1 year
@21stCentValue @UnrivaledInvest What is the moral of the story …. look for companies who are buying back to their own shares big time buy those shares and sit tight
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@CyrusPa41284726
Cyrus Patel
1 year
@connectgurmeet A major reason why people send their children abroad is because Indian IIMs, IITs & top engineering colleges are so difficult to get into. Solution 1 Build more IIMs, IITs & top engineering colleges the drain will stop. It is terrible when so much investment is put into an
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@CyrusPa41284726
Cyrus Patel
8 months
@pvsubramanyam Its been know for a long time. 2 reasons, and 2 reasons alone, (a) ease of doing business & (b) encouragement by the government.
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@CyrusPa41284726
Cyrus Patel
7 months
@_KiranRajput My gold Rolex which I bought brand new from Dia @ the Taj Mumbai in 2007 before the crash. I bought out of the profits of a penny stock which went up 10x. Every time I look at my wrist to check the time I see the power of penny stock investing.
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@CyrusPa41284726
Cyrus Patel
7 months
Just bought Expleo Solution - Around @ Rs 1,400 Rational… German Software Co - Excellent Financials - Promotors Increased Shareholding From 56% To 71% In June 23 - Low Market Cap – Reasonable PE - Good sales growth & Profitability. No debt. Excellent ROCE & ROE Important:
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@CyrusPa41284726
Cyrus Patel
4 months
@_KiranRajput True. HDFC Bank is unfairly valued All the others in your list have either had time correction or price earnings correction and most deservedly so. In my humble opinion…. Further time and price correction will happen till earnings growth kicks in so that PEG Is close to
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@CyrusPa41284726
Cyrus Patel
9 months
@brettperl Did you invest 1k in each at the time, if yes you would be in the south of France twiddling your toes.
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@CyrusPa41284726
Cyrus Patel
1 year
Happy to do detailed Company research and send it to you. Pick any 1 company. No charge. I have a research team and it’s nice to have a look at new ideas.
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@CyrusPa41284726
Cyrus Patel
1 year
@Nigel__DSouza Cement is NOT an industry to invest in It is a commodity biz The ONLY exception is SHREE CEMENT. Capacity keeps coming up No moat Prices have not risen with inflation Only way to make big money is by being lowest cost producer There are far better opportunities Google Finance
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@CyrusPa41284726
Cyrus Patel
4 months
@ChanderBhatia01 If you really have the stomach, don’t look at the share price more than once a year, only look at the earnings and the balance sheet
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@CyrusPa41284726
Cyrus Patel
1 year
@RayDalio Give me a break.... Don't tell me you never benefited from someone else's help?
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@CyrusPa41284726
Cyrus Patel
6 months
@BrianFeroldi I don’t agree with you at all. You have only provided one reason, there are several other upsides to high dividend yield stocks. - Market is in a severe bear phase. - The stock may be having tremendous underlying assets which are not recognised by the market. - it may be a
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@CyrusPa41284726
Cyrus Patel
1 year
@SunilBSinghania They know when to buy but almost never sell!
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@CyrusPa41284726
Cyrus Patel
5 months
“He who can, does. He who cannot, teaches. ” ― George Bernard Shaw
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@CyrusPa41284726
Cyrus Patel
1 year
@BullMarkets1 correct except no 1. 1 stock which was only 5% of my portfolio over time it went to 75% of my portfolio. If I had sold out early I would have missed out on the huge upswing. Later I trimmed & my other stocks performed. Now it's 40% Don't pull out the flowers & water the weeds.
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@CyrusPa41284726
Cyrus Patel
8 months
@1shankarsharma I will agree that Indira Gandhi's had ballsy leadership, wrt foreign policy, Pakistan, Bangla Desh and of course Pokhran. In hindsight though our neighbour then as a matter of prestige had to gain parity and now they have the A Bomb with who knows what chain of command. That is
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@CyrusPa41284726
Cyrus Patel
9 months
Think clearly, don't panic. Do an script wise analysis. Look at the intrinsic value of each script. Don't assume every script is bad or good, over valued or under valued. After you have done this then act.
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@CyrusPa41284726
Cyrus Patel
1 year
@connectgurmeet Be that as it may in all these years not a single global Indian IT giant has not made a single product like Adobe Facebook Google Microsoft Office and Windows etc etc It's been smaller IT companies which have made the products but they are only deployed in India
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@CyrusPa41284726
Cyrus Patel
11 months
PE of Chennai Petro is still @ 1.9x
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@CyrusPa41284726
Cyrus Patel
3 months
I have been buying small caps and penny stocks from the very beginning of my career in the stock market in 1986. So long as you realise that there are several days when you will want to sell the stock and there will be only sellers and no buyers. and it will hit the lowest
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@CyrusPa41284726
Cyrus Patel
5 months
@sandipsabharwal I am buying polycab as a punt a few shares at every drop of Rs 150 in price spread over 5 instalments starting from Rs 4000. DO NOT BUY BASED ON WHAT I AM SAYING. Do independent unbiased research.
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@CyrusPa41284726
Cyrus Patel
3 months
“Have you ever noticed that anybody driving slower than you is an idiot, and anyone going faster than you is a maniac?” ― George Carlin
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@CyrusPa41284726
Cyrus Patel
6 months
I have sold 5% of my trading portfolio across the board. I have made 50.51% YTD alone Vs Sensex of 14.15%. This is quite a scary market and one needs to have some dry powder in case there is a dramatic fall...
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@CyrusPa41284726
Cyrus Patel
3 months
@iancassel Yes...... "The best stock pickers are those that make the extra effort to look at old ideas through fresh eyes."
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@CyrusPa41284726
Cyrus Patel
1 year
In a falling market, buy only stocks with SOLID fundamentals and buy like this.
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@CyrusPa41284726
Cyrus Patel
5 months
@Arpit1223 So what??? You don’t have to start of like a millionaire to become a billionaire you can start of almost like a pauper and become a billionaire. It depends on your capability.
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@CyrusPa41284726
Cyrus Patel
5 months
@shyamsek This is very true stock can go to 50x from your cost, you sell it and then it goes up another 20x from your sale price. And remember when it has gone up from 50 X it has gone up from a very low base when it goes up 20 X from a high base that is a very very significant number In
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@CyrusPa41284726
Cyrus Patel
4 months
@connectgurmeet The reason is India is a overheated and overrated market
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@CyrusPa41284726
Cyrus Patel
1 year
If you don't like what Soros says reject it. Don't give him free publicity by constantly talking and retweeting what he says.
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@CyrusPa41284726
Cyrus Patel
5 months
@WealthEnrich Please see below:
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@CyrusPa41284726
Cyrus Patel
1 year
@AdityaD_Shah I agree with your hypothesis. But for this to happen 2nd class trains fares will need to rise to within 75 % of plane travel for the equivalent sector or plane tickets need to fall to 25% above that of train tickets. 1st of politically difficult 2nd is economically difficult.
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@CyrusPa41284726
Cyrus Patel
3 months
The below mentioned scripts meet these parameters. Financial Strength>=8/10 Profitability Rank>=9/10 Growth Rank>=10/10 PE Ratio (TTM)<=15x PEG Ratio<=0.50 Do not buy or sell based on my comments. Do independent unbiased research.
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@CyrusPa41284726
Cyrus Patel
6 months
@ActusDei He is an arrogant man, with not much to be arrogant about.
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@CyrusPa41284726
Cyrus Patel
11 months
If there is one thing I have learnt in my investment career it is: If you are buying a stock with a price earnings ratio of more than 50 then you better make damn sure that: (a) Your analysis is correct. (b) The history of growth in earnings and cash flow should be remarkable
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@CyrusPa41284726
Cyrus Patel
4 months
@MarketPalmer_ Selling to early. Selling to early. Selling to early. Selling to early. Selling to early. . . . .. . Selling to early.
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@CyrusPa41284726
Cyrus Patel
4 months
@sandipsabharwal Sir, who listens to people like me, when I say that anything which has a PE of more than 30 should not be buy. they tell me I am an old man and a fool and I don’t know anything about anything and they know everything about everything. now this is the result, if there is not
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@CyrusPa41284726
Cyrus Patel
1 year
These shares are within 5% of 52 Week Low
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@CyrusPa41284726
Cyrus Patel
4 months
@AdityaD_Shah If he is so heavily overweight and that’s such ridiculous cost, he should sell now and get out
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@CyrusPa41284726
Cyrus Patel
11 months
@equialpha It most certainly is start with a few shares. Double the quantity and reduce the price by 2 or 3%. Keep doing this until your full budget is over for this particular script. This is known as the pyramid method.
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@CyrusPa41284726
Cyrus Patel
1 year
Can someone please explain this to me.... - Domino's Pizza Inc NYSE:DPZ (USA) P/E: 24.98 - Jubilant Foodworks Ltd NSE : JUBLFOOD Stock P/E 92.9
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@CyrusPa41284726
Cyrus Patel
7 months
I was looking at CNBC and I saw that many years ago Titan was being quoted at ₹4 per share. It is now close to thousand times that value. This is the power of penny stock investing. Don’t believe in anybody who tells you penny stocks are for fools. Study the Stock and
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