Katalyst Wealth @katalystwealth Twitter profile

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Katalyst Wealth

@katalystwealth

2 years

Mr. Raamdeo Agrawal says there are only two ways to find stocks at dirt cheap valuations 1) when everyone is selling due to panic or 2) when company is new and not many know about its true potential We would like to add here - when company is small, obscure and off the radar

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Katalyst Wealth

@katalystwealth

2 years

Story of 0 to 10 All investors want their stocks to go up 5x, 10x, 20x or more We have all heard stories of how a certain stock went up 50-100x for great investors like - Mr. Jhunjhunwala, Mr. Vijay Kedia, Mr. Ashish Kacholia, etc Here's our experience of a 40x stock (1/n)

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Katalyst Wealth

@katalystwealth

2 years

Do you know? Female condom sales in US have exploded 20x from Rs 17 cr in 2018 to Rs 350 cr in 2021 As per our knowledge, only 1 co. is serving the market An Indian listed co. is knocking on the door...if it gets an entry in 12-18 months, it can be a huge opportunity

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Katalyst Wealth

@katalystwealth

2 years

Did you know? Time Technoplast got approval by PESO for Composite Type-4 CNG cylinders in the month of May'21 There's an ongoing debate between CNG vs EV penetration in India But today we will look at Composite vs Metal cylinders that are used in the CNG space (1/n)

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Katalyst Wealth

@katalystwealth

2 years

Did you know? The per capita Beer consumption in India in 2020 was around 1.2 ltr while the same was 181.70 in Czech Republic Recently, our team was studying a listed Beer company and we decided to look at some data on Beer consumption in India...🧵 (1/n)

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Katalyst Wealth

@katalystwealth

6 years

Small coverage by Zee business on my investment journey

40% annualised returns! This Kanpur-based ace investor hailed by Forbes, reveals how

How to compound your portfolio value at a compound annual growth rate (CAGR) of 40 per cent? Ekansh Mittal, a Kanpur-based ace investor who was hailed by Forbes will reveal the trick to you.

www.zeebiz.com

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Katalyst Wealth

@katalystwealth

7 years

Got mentioned in Economic times

Just 29, this Kanpur-based trader is making a killing on D-St; and how!

Ekansh has a knack for spotting potential multibaggers in smallcap and midcap segments.

economictimes.indiatimes.com

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Katalyst Wealth

@katalystwealth

2 years

When studying Ply board companies for investment, you come across various terms like, MDF, particle board, laminate, veneer, etc All this can be confusing Not anymore...we have shared differences between 1) Laminate and Veneer 2) Plyboard, MDF and Particle boards

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Katalyst Wealth

@katalystwealth

2 years

Revenue recognition in case of Real estate stocks Recently, we were looking at PPT of a real estate company which kept talking about highest ever quarterly sales in Q3 of 500 cr + However, reported sales nos were only 200 cr + What's the catch here? Let's understand (1/n)

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Katalyst Wealth

@katalystwealth

2 years

Key performance ratios to analyse Bank Stocks 🧵 If you have been investing in stocks, it's very likely that at some point of time you must have had a banking stock like - HDFC, ICICI, SBI, etc. in you PF Analysis of bank’s accounts differs significantly from other cos. (1/n)

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Katalyst Wealth

@katalystwealth

2 years

Pipes industry in India has delivered some of the biggest wealth creators: Astral, Supreme, Finolex.. You may have also heard of PVC, UPVC, CPVC at the time of construction/renovation of your house Today, we will look at the variants of PVC pipes and differences 🧵 (1/n)

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Katalyst Wealth

@katalystwealth

2 years

It's Sunday and a good day to improve your understanding of cash flows of the co. As they say, ‘Revenue is vanity, profit is sanity and cash is reality’ In this small 🧵 we will share with you 4 cash flow ratios that every investor should look at while analyzing any co. (1/n)

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Katalyst Wealth

@katalystwealth

3 years

Here are some must read books on Investing. How many have you read?

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Katalyst Wealth

@katalystwealth

3 years

Suven Pharma - A 6 bagger (65% CAGR) since initiation around 88 odd levels (adjusted for demerger and bonus) in May'17 Can read the initiation report here -

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Katalyst Wealth

@katalystwealth

2 years

Greenpanel 2 years back its market cap was 330 crore Today, its PBT itself is 350 crore Disclosure: Not a reco, nor any holding or coverage. Unfortunately, missed the entire 20x rally despite recognizing the business potential quite early on

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Katalyst Wealth

@katalystwealth

3 years

We were recently reading about Radico Khaitan and came across some interesting insights about 8 PM whisky brand Magic moments A small thread 🧵(1/n)

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Katalyst Wealth

@katalystwealth

3 years

#cyclical businesses 🧵 A detailed thread on how to invest in cyclical businesses so that - you don’t get trapped at the very peak and - invest when the cycle is down for good gains in subsequent periods (1/n)

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Katalyst Wealth

@katalystwealth

6 years

The attached pic tells us why it is so important to read Annual Reports Cash flow statement of a company - Adds short term borrowings to cash flow from operations and inflates the operating cash flows

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Katalyst Wealth

@katalystwealth

2 years

Is this market correction similar to 2015-16...can it recover like 2016-18? As an investor the last few days might have been tough due to relentless fall in the markets What's reassuring is that similar falls have happened in the past and we don't even remember them 🧵 (1/n)

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Katalyst Wealth

@katalystwealth

2 years

This "blood on the street" phase has become so common and widespread, it's usage gets triggered even at 3-5% correction in the market What would a 20-30% correction be called then?

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Katalyst Wealth

@katalystwealth

2 years

As an investor in stock market, one has to read about companies, industries, balance sheets, P/L statements and cash flows In this small thread 🧵, we will share with you 4 important ratios that every investor should understand and look at while analyzing any company (1/n)

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Katalyst Wealth

@katalystwealth

3 years

Even though Value Investing is a lot more than tick marking the checkpoints; an Investment Checklist surely helps in overcoming biases and avoiding same mistakes. Here's our checklist. Do share with us yours

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Katalyst Wealth

@katalystwealth

2 years

In this short 🧵, let's look at the Sea food industry or more specifically the Shrimps Industry There are a few Shrimps industry based listed stocks and after a lull of 2-3 years, they seem to be making a comeback (1/n)

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Katalyst Wealth

@katalystwealth

2 years

It's always good to have moments of laughter when going through sometimes boring corporate announcements - rewarding shareholders through bonus - stock trading at 180 and may not be affordable for many Disclosure: No recommendation, no holding in the stock

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Katalyst Wealth

@katalystwealth

6 years

Companies which have recently expanded their capacities (40-50% growth in net block) and yet to accrue benefits (sales growth less than 10-20%) from it could throw up good investment opportunities for next few years

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Katalyst Wealth

@katalystwealth

2 years

# Poultry industry...a small 🧵 Last year was bad for poultry stocks because of exorbitant rice in feed prices Stocks are down 40% + from the peak There are a handful of poultry industry related listed stocks and now might be a good time to understand the industry a bit (1/n)

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Katalyst Wealth

@katalystwealth

6 years

In all probability, the investments that you will make in 2018-19 will deliver you higher returns (in next 3 years or so) than the investments you made in 2017-18.

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Katalyst Wealth

@katalystwealth

4 years

Last week our founder Ekansh Mittal got an amazing opportunity to address the students of Prof. Sanjay Bakshi The topic was Special Situations in Stock Markets and the idea was to share the thought process through case studies The PPT can be accessed at

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Katalyst Wealth

@katalystwealth

2 years

Over the last 10-15 yrs, several small and mid sized Metal stocks have exhibited the following pattern: 4-10x rise from the lows...followed by 70-80% fall from the highs Lot of metal stocks have already risen 4-10x in 2020-22 up cycle Will the 70-80% downside follow 🧵 (1/n)

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Katalyst Wealth

@katalystwealth

2 years

Real estate demand is picking up and we were recently reading about Oberoi Realty While doing so, we came across some interesting stories about Vikas Oberoi, the man behind the company A small thread 🧵 (1/n)

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Katalyst Wealth

@katalystwealth

5 years

When investing in small and mid caps, you won't ever get the perfect company...as an investor it's important to determine what level of imperfectness you are comfortable with and accordingly determine allocation to the stock

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Katalyst Wealth

@katalystwealth

2 years

#imperfect companies We often get told to look for cos. with high ROE, ROCE, low debt, high margins... Instead, if you can find cos. with low ROEs moving to higher ROEs, high debt getting paid off or low margins expanding to higher levels, there's greater potential for returns

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Katalyst Wealth

@katalystwealth

2 years

Did you know? Globally, Auto LPG is preferred over CNG Auto LPG is the third most widely used transport fuel in the world after petrol and diesel What about India? Here's comparative snapshot (1/n)

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Katalyst Wealth

@katalystwealth

7 years

Find a company which makes money when its peers don't: Kenneth Andrade's success tip for investors

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Katalyst Wealth

@katalystwealth

6 years

A nice video on Correcting Investing mistakes by @shyamsek

Correcting Mistakes

Every investor knows that one cannot avoid investment mistakes. Even risk-averse investors may find errors in their portfolios. Bull markets tend to diminish...

www.youtube.com

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Katalyst Wealth

@katalystwealth

3 years

Exactly a year ago, got an opportunity to address the students of Prof. Bakshi on the topic of special situations...an absolute privilege For those interested, have shared the presentation here -

Fundoo Professor

@Sanjay__Bakshi

4 years

Ekansh Mittal of @katalystwealth delivered a fantastic class in my BFBV course today. Topic was special situations i.e. risk arb. Absolutely brilliant class. Thanks Ekansh.

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Katalyst Wealth

@katalystwealth

3 years

#delisting 🧵 A thread on delisting based special situation opportunities in India and how to play them in 2 ways: - Just after the company announces delisting offer - after the delisting fails

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Katalyst Wealth

@katalystwealth

2 years

Recently Ashish Sir @LuckyInvest_AK tweeted about inflation in the wake of recent market correction Luckily he responded back to some of the queries You will find most practical and humble answers from someone who has created immense wealth from the market Here's a snapshot

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Katalyst Wealth

@katalystwealth

2 years

Key terms we come across when analyzing Pharma stocks 🧵 India is known as 'Pharmacy of the world' and has delivered some of the biggest wealth creators Some terms are specific to pharma industry and it becomes important to know that before analyzing the cos. (1/n)

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Katalyst Wealth

@katalystwealth

2 years

Here are some very good books on investing. Which ones have you read?

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Katalyst Wealth

@katalystwealth

2 years

Stock markets can be ruthless psychologically Your investments are up 85% on YOY basis...yet you are not feeling great...in fact bad Why, because they were up 100% a month back

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Katalyst Wealth

@katalystwealth

6 years

Featured in the latest issue of @OutlookBusiness Stocks for 2018

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Katalyst Wealth

@katalystwealth

2 years

Just came across a company with 30-40 crore annual PAT trading at 3000 crore market cap This is when the stock is down 45% from its peak Stock has re-rated from 5-6 PE in 2013 to 100-150 now

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Katalyst Wealth

@katalystwealth

5 years

Graph from Google trends: Such a good indicator for Contra Investors Can't say when the stocks (broader market) will start moving up...but looking at the past trends, the best time to think about multibaggers is when very few are talking about it

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Katalyst Wealth

@katalystwealth

3 years

#CanfinHomes - A 20 bagger since initiation around 30 odd levels in May'13...8 Years with intermittent periods of deep correction Can read detailed initiation report at -

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Katalyst Wealth

@katalystwealth

4 years

Nice article on when to average down stocks and when you should not

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Katalyst Wealth

@katalystwealth

3 years

If the price of a commodity falls below its cost of production, it generally marks the bottom of the down cycle. What metric would you say then can be used to identify the top of the up cycle?

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Katalyst Wealth

@katalystwealth

3 years

We started Katalyst Wealth 10 yrs back It's amazing to see how some members have been able to multiply their wealth from 10-20 lakh portfolios to 1-1.5 cr Kudos to them for saving regularly, investing through market volatility and diligently following the updates

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Katalyst Wealth

@katalystwealth

2 years

Investors are scrambling to find Electric Vehicle based opportunities But, is the natural gas ecosystem including CNG expanding in India and are there potential investment opportunities (1/n)

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Katalyst Wealth

@katalystwealth

6 years

Tiger Logistics and Chaman Lal Setia...two of our recommendation covered in the recent issue of @OutlookBusiness Fastest growing companies

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Katalyst Wealth

@katalystwealth

3 years

It's not that only 50 PE + stocks have moat There are some incredible small companies trading at 8-20 times earnings with existing and developing moats Identify them, invest in them and keep reviewing before they get re-rated and become part of the elite club

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Katalyst Wealth

@katalystwealth

5 years

What is being said in this video by the management of Metro Shoes is so important for both the entrepreneurs and the investors As rightly said, "Never waste a good slowdown" and to add to it "a bear market"

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Katalyst Wealth

@katalystwealth

5 years

Coverage of such success stories is mostly followed by peaking of the stock Discl: No recommendation and position

Lots Of Ways To Get Rich: India's Newest Billionaire Makes Key Ingredient In Ibuprofen

An Indian specialty chemicals boom mints a new billionaire.

www.forbes.com

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Katalyst Wealth

@katalystwealth

7 years

Nice read... Given the valuations of companies, next few years will not be easy: Samit Vartak, SageOne Investments

Given the valuations of companies, next few years will not be easy: Samit Vartak, SageOne Investm...

“I am not even sure that people are expecting earnings growth anymore”

economictimes.indiatimes.com

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Katalyst Wealth

@katalystwealth

2 years

What's common between a lot of stocks that went up 5, 10, 20x over the last few years - In general rising sales year on year - Depressed margins and earnings at one point of time - Depressed valuations during periods of low margins

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Katalyst Wealth

@katalystwealth

2 years

Stock idea - Ultramarine & Pigments 5 min summary of FY 22 performance, various divisions, raw material and freight cost impact and planned expansions from Annual Report 22 Hit🔁for maximum reach Disclosure: Not a reco to buy/sell...nor RA @EkanshMittal_KW holds the stock

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Katalyst Wealth

@katalystwealth

2 years

Investors waste a lot of time watching webinars than digging annual reports, presentations and concalls of the companies

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Katalyst Wealth

@katalystwealth

2 years

A 🧵on stock reports Over the years we have made several of our stock reports public ranging from those released in 2011 to the latest one in 2022 Just putting them all together in one thread for easy reference Hope you find some of them useful (1/n)

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Katalyst Wealth

@katalystwealth

6 years

In the current market situation, a good starting point for investment research could be to look for companies where the insiders (promoters/management) are buying

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Katalyst Wealth

@katalystwealth

7 years

Annual report can reveal the secrets a company wants to hide: Here's how to uncover Read more at:

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Katalyst Wealth

@katalystwealth

2 years

Has the market bottomed out or not? There are no definite answers; however, if we had to look at 1 data point to understand which zone the market is in or where it is headed, we look at the following chart Short 🧵(1/n)

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Katalyst Wealth

@katalystwealth

2 years

Bad earnings + volatility can deliver Great returns Investors consider bad earnings and volatility as their worst enemies Let's see through an example how you can befriend them and aim for 5-10x returns on cyclical stocks (1/n)

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Katalyst Wealth

@katalystwealth

5 years

Too good...So many lessons in one interview

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Katalyst Wealth

@katalystwealth

2 years

Mr. Nitin Gadkari recently launched India's first hydrogen-based fuel cell vehicle (FCEV) - Toyota Mirai We decided to compare EVs with Hydrogen based vehicles and here are the details (1/n)

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Katalyst Wealth

@katalystwealth

2 years

Don't invest based on small, mid, blue chip, next this, next that tags Invest based on management, market size, margin of safety, track record of the company So many blue chips of today started out as small-mid caps and so many junk stocks of today were large caps once

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Katalyst Wealth

@katalystwealth

2 years

Research on stocks has improved significantly over the years; however, most of the time investors tend to ignore the most important document for research - the Annual Report of the co. In this small 🧵we will share with you what to look for in the annual report (1/n)

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Katalyst Wealth

@katalystwealth

5 years

A nice mining place for a lot of good potential investment opportunities...we track it on daily basis

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Katalyst Wealth

@katalystwealth

2 years

Problem with buying say 100 PE stock Stock falls 20%...still trading at 80 PE All of a sudden you won't know when to average down your favorite stock because 80 can go down to 50 and it won't look cheap even then

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Katalyst Wealth

@katalystwealth

2 years

Be cautious of such companies Not sure what is it to announce about on the exchanges Disclosure: No coverage and no holding by RA

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Katalyst Wealth

@katalystwealth

2 years

Indian markets have so many listed companies in the Steel tubes and pipes industry Here are some brief details about the industry 🧵 - The estimated value of Indian Steel tubes and pipe industry is around ₹ 60,000 crore (1/n)

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Katalyst Wealth

@katalystwealth

7 years

For next 10-15-year cycle, rural is the biggest play: Kenneth Andrade, Old Bridge Capital

Disproportionate amount of capital is now getting reallocated to semi-urban or rural economy.

economictimes.indiatimes.com

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Katalyst Wealth

@katalystwealth

6 years

Thanks @faltoo ...here's a picture of me playing tennis...I play tennis almost daily for an hour or so and urge my followers and clients to engage in some kind of physical activity to remain fit #HumFitTohIndiaFit

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Katalyst Wealth

@katalystwealth

2 years

Lab grown diamond (LGD) industry...key pointers 🧵 1. Gujarat govt. has decided to wave electricity duty on production process of LGDs 2. At present, units using HT (high tension) connection are paying 15% electricity duty and LT connections 10% duty (1/n)

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Katalyst Wealth

@katalystwealth

2 years

Building products industry has created immense wealth for investors In fact, one of our best recos. came from this space - Cera which went up 11x before we closed it Let's just briefly look at some data points w.r.t. sanitaryware, faucets, tiles...🧵 (1/n)

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Katalyst Wealth

@katalystwealth

2 years

An observation from attending the concalls of cos. Analysts/investors tend to get very aggressive with the management wherein the prices have gone nowhere in the last 2-3 years More than the business, it's the stock price movement that determines the behavior of the investors

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Katalyst Wealth

@katalystwealth

6 years

Our Presentation on Manappuram Finance at the recently concluded @TIA_Investors 20-20 Ideas summit

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Katalyst Wealth

@katalystwealth

2 years

What's happening in the fertilizer space? Prices of major fertilizers have increased 2-4x since Mar’20 Why have the prices been increasing since Mar’20? Let's look at the reasons in the thread below (1/n)

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Katalyst Wealth

@katalystwealth

2 years

Is the conveyor belting business expected to record exponential growth or what? Look at the crazy increase in promoter holding in last 3 years Disclosure: Not a recommendation to buy/sell, nor do we have any coverage or holding in the stock

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Katalyst Wealth

@katalystwealth

2 years

One correction not many know and talk about is - May 2006 correction It lasted just a month, but do you know how much the SENSEX dropped 30% 10th May'06 - SENSEX - 12612 14th Jun'06 - SENSEX - 8929

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Katalyst Wealth

@katalystwealth

2 years

Did you know? Our existing education pattern of K-12 (10+2) is likely to soon change to "5+3+3+4" pattern The curriculum development is in progress as the New Education Policy (NEP) was adopted by Union Govt. in Jul 2020 Some details in this 🧵 (1/n)

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Katalyst Wealth

@katalystwealth

2 years

What's common between a lot of stocks that went up 5, 10, 20x over the last few years - In general rising sales year on year - Depressed margins and earnings at one point of time - Depressed valuations during periods of low margins A small 🧵discussing each point (1/n)

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Katalyst Wealth

@katalystwealth

2 years

Our detailed analysis on Gufic Biosciences Watch the complete presentation by our founder Ekansh Mittal on Use coupon code "KatalystWealth" to watch the video for free on Disclosure: Stock recommended to members at 180

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Katalyst Wealth

@katalystwealth

2 years

When the scale has no meaning

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Katalyst Wealth

@katalystwealth

5 years

Nice one "Decline in stocks is not a surprising event. It recurs. If you live in cold climate, you expect freezing temperatures and when it drops below zero you don’t think of it as the beginning of ice age. You know summer will be warm again. Stocks do the same” – Peter Lynch

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Katalyst Wealth

@katalystwealth

2 years

#resultsseason No matter how many years we may have spent in the market, as soon as we find out that our investee company has announced its results and we click on the pdf link, we still get butterflies in our stomach What about you?

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Katalyst Wealth

@katalystwealth

2 years

See, almost all the businesses are cyclical and no matter what even the good companies go through bad phase Once you realize this, you start enjoying the process of screening for cos. going through margins contraction Here's our screen for the same -

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Katalyst Wealth

@katalystwealth

4 years

Pilots use checklist prior to takeoff to make sure everything is functioning as it should. Surgeons use checklist to minimize errors Similarly, Investment checklist can protect you from costly investment mistakes Glad to share with you our checklist -

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Katalyst Wealth

@katalystwealth

3 years

We have all heard of "Value Trap" Why does it look like "Growth Trap" will be the buzzword over the next few years

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Katalyst Wealth

@katalystwealth

7 years

Raamdeo Agrawal’s Journey From A CA Student To Stock Market Expert

The road to success is tricky, but if grit could take Raamdeo Agrawal places, it’s worth the risk, he says,

www.ndtvprofit.com

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Katalyst Wealth

@katalystwealth

6 years

One beautiful way of thinking about investments is to change the frame of reference...Ex. Imagine how you would have reacted to correction in markets if you were not already invested

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Katalyst Wealth

@katalystwealth

2 years

A small 🧵on Medical tourism Might be of interest to you if you are invested in or planning to invest in healthcare stocks (1/n)

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Katalyst Wealth

@katalystwealth

2 years

What is SMA - 0, 1, 2 and NPA? a small🧵 If you invest in banking stocks or companies that are into the business of lending, this might be important for you We have all come across terms like NPA, GNPA, NNPA, etc But do you know about SMA? (1/n)

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Katalyst Wealth

@katalystwealth

7 years

Investors are discontented during bull markets...because there's always someone else who is making more money

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Katalyst Wealth

@katalystwealth

2 years

2 steps process for building 15-20 stocks multibagger portfolio - Shortlist cos. that are able to consistently manage YOY growth in sales without equity dilution - Add them to your portfolio during periods of contraction in margins and profit Rationale explained🧵.... (1/n)

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Katalyst Wealth

@katalystwealth

4 years

Caplin point has delivered 13x returns in the last 6 yrs Stock is down more than 50% from highs Before you start bottom fishing, do focus on the fact that cash flows are lagging way behind reported profits and receivable days up more than 7-8 times in last 3 years

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Katalyst Wealth

@katalystwealth

2 years

#Paytm current market cap is around Rs 38,500 crore (~ USD 5 bn) This is similar to what it was being valued at in Aug 2016 Wonder what's happening to private market valuations of other startups

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Katalyst Wealth

@katalystwealth

2 years

Curious case of Adani Green Energy 4.4 lakh cr market cap with TTM sales of just 4,600 cr and PAT of 470 cr Stock up 64x in 3 years Will Adani be the new ADAG or are we missing something? Disclosure: No recommendation, holding or coverage on stocks mentioned

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Katalyst Wealth

@katalystwealth

6 years

Nice discussion by Mr. Rashesh Shah on the current liquidity situation at the NBFCs

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Katalyst Wealth

@katalystwealth

2 years

What's happening in the CNG space 🧵 While everyone has been talking about EVs and looking for investment opportunities, did you know, major changes are happening in the CNG segment and significant growth is expected over next 8-10 years Let's look at few key insights (1/n)

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Katalyst Wealth

@katalystwealth

2 years

As value investors the biggest trap we fall into is when we start describing a normal good business with strong tailwinds as high quality business or business with moats

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