Koushik Mohan Profile
Koushik Mohan

@mohan_koushik1

6,699
Followers
423
Following
225
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681
Statuses

Fundamental Research Analyst |Teacher |Lifelong Learner |Scuttlebutt investor

Joined January 2022
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@mohan_koushik1
Koushik Mohan
4 months
I'm thrilled to share something massive in my life – my FIRST BOOK! It's about winning in Investing, Life, & Relationships, with a foreword by @nitin_gadkari sir & spicial thanks @beingsworld , @PenguinBooks , @ManishK82203677 Book is open for pre-order now:
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@mohan_koushik1
Koushik Mohan
2 years
Start a Business - Rs 1.5Lakh -Too Risky iPhone - Rs 1.5Lakh - Affordable Healthy Groceries - Rs 4K: Too Expensive Dinner Date - Rs 4K: Reasonable Skill- Rs 20K: Too Expensive Tour - Rs 20K: It's affordable People always work for happiness instead of long term growth
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@mohan_koushik1
Koushik Mohan
1 year
One of the best videos i have seen
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@mohan_koushik1
Koushik Mohan
8 months
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@mohan_koushik1
Koushik Mohan
2 years
Thanks @Moneypurseadv team for giving me an opportunity to share my knowledge with @Moneypurseadv family. Learnt a lot from this event and special thanks for @SaiPathriCFP
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@mohan_koushik1
Koushik Mohan
2 months
Black Box: Interesting investment
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@mohan_koushik1
Koushik Mohan
1 year
Start a Business - Rs 1.5Lakh -Too Risky iPhone - Rs 1.5Lakh - Affordable Healthy Groceries - Rs 4K: Too Expensive Dinner Date - Rs 4K: Reasonable Skill- Rs 20K: Too Expensive Tour - Rs 20K: It's affordable People always work for happiness instead of long term growth
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@mohan_koushik1
Koushik Mohan
1 year
Inspired by a 70-year-old business expert who remains actively involved in their technology-driven work, treating everyone equally, starting early and working alongside the team. Special thanks to my friend for the introduction. Kudos to #BEW Engineering!
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@mohan_koushik1
Koushik Mohan
9 months
Easy way to understand Manufacturing companies Ratio Analysis
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@mohan_koushik1
Koushik Mohan
2 years
We don't know what will be our future by seeing this add. Agressive funding.
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@mohan_koushik1
Koushik Mohan
1 year
Happy to see your learning Thanks for making notes and sharing.
@Ashishjha0445
Ashish
1 year
Watched this interesting F2F full of insights of @mohan_koushik1 with @vivbajaj Also made notes and attached it here.
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@mohan_koushik1
Koushik Mohan
1 year
Thanks for the opportunity sir Sharing is the real learning.
@vivbajaj
Learner Vivek Bajaj
1 year
#Face2Face Announcement Since the last few sessions, I am focusing on identifying the new-gen talent in the market who are doing amazing work in analyzing the market the right way. One of them is @mohan_koushik1 Everything about him
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@mohan_koushik1
Koushik Mohan
2 years
Amitabh Bachchan at the age of 58yrs went bankrupt with a debt of 90crs. In today's value it is 325crs He never gave-up! Today his network is more than 3500crs There is no age limit to start your "Wealth Creation Journey"
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@mohan_koushik1
Koushik Mohan
1 year
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@mohan_koushik1
Koushik Mohan
2 years
Intresting thoughts about India. 1. Rakesh Jhunjhunwala: "Bullish, Bullish, Bullish on India" 2. Nithin Kamath: "When kids ask me for life advice i tell them - Do whatever, don't leave India" 3. Adani: "India's Growth story is real, not a bubble waiting to be burst" 1/n
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@mohan_koushik1
Koushik Mohan
2 years
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@mohan_koushik1
Koushik Mohan
3 months
Thrilled to announce my book is now available in airports worldwide and climbing the ranks in the investing category! Had an amazing time signing copies at Mumbai Airport. #author #investing #booksigning
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@mohan_koushik1
Koushik Mohan
1 year
Top 200 Companies in PAT (Net Profit) terms
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@mohan_koushik1
Koushik Mohan
4 months
Wow! The company rocked Q4FY24 with a whopping PAT of 71.58 cr, almost as impressive as FY23's PAT! And hold onto your hats because they are forecasting a mind-blowing PAT (200cr) growth next year and the game just started now. New Business like Laptop will start #PGEL
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@mohan_koushik1
Koushik Mohan
11 months
Ok set of numbers with Guidance
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@mohan_koushik1
Koushik Mohan
1 year
Bangalore Investors Club Great Networking and Learning.
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@mohan_koushik1
Koushik Mohan
1 year
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@mohan_koushik1
Koushik Mohan
2 months
Had an amazing time at the Hyderabad Research Club! Engaged in lively discussions and exchanged fascinating ideas with everyone. And spicial thanks for @LearningEleven sir
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@mohan_koushik1
Koushik Mohan
1 year
I just bought my copy and I am happy to see my friends writing about Big Bull RJ Sir. A lot to learn from his story. Congratulations @ActusDei @aditya_kondawar and @apri_sharma
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@mohan_koushik1
Koushik Mohan
1 year
Great man with great wisdom. More than ownership, it's the ownership mindset which is important. No objective is just to make money.
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@mohan_koushik1
Koushik Mohan
1 year
Multibagger ideas are found on the Supply side but not on the Demand side. Competition can kill Demand but nothing can kill the Supply Side. Supply side businesses have higher RoCE than the Demand side. Moats are creating in Supply side.
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@mohan_koushik1
Koushik Mohan
2 years
Simple way to tell you are rich Your Passive Income > Active Income Active Income > Yearly Expenses Financially Independent.
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@mohan_koushik1
Koushik Mohan
1 year
How Money Works : 10% of 100 = 10 10% of 1000 = 100 10% of 10000 = 1000 10% of 100000 = 10000 Focus on building big corpus instead of putting much stress on rate of return. Bigger the corpus more is the absolute value created
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@mohan_koushik1
Koushik Mohan
1 year
I am planning to add 5 more companies in my reading list. And if you feel like you want me to read your favourite company let me know in comments so i will give my opinion and updates of Q4 Only request market-cap should be more than 100crs
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@mohan_koushik1
Koushik Mohan
1 year
Short and sweet way to understand the most important ratio in financials of a company ROIC
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@mohan_koushik1
Koushik Mohan
7 months
How Money Works : 10% of 100 = 10 10% of 1000 = 100 10% of 10000 = 1000 10% of 100000 = 10000 Focus on building big corpus instead of putting much stress on rate of return. Bigger the corpus more is the absolute value created
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@mohan_koushik1
Koushik Mohan
1 year
Just now i was looking at an IT company who's sales is de-growing but Management salary is growing at 20% Y-O-Y for last 4years on an average. Auditors salary is increased by 15% Directors salary is increased by 3-5% PAT is down by 30% ROE is down from 17%
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@mohan_koushik1
Koushik Mohan
1 year
Funny 🤣
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@mohan_koushik1
Koushik Mohan
2 years
Lot of my fellow fundmanagers talk about investing in those companies who'sROCE>COCbut let me be honest with allofyou,ROCE is a manipulated number because it comes fromP&L So better option you can use isCROCE CROCE=(CFO-Dep)/Debt+Equity CROCEbeing>thanCOC make lot of difference
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@mohan_koushik1
Koushik Mohan
11 months
EBITDA Margin expansion have started and from now I am expecting Sales and PAT growth to start with PAP and ODB2 sales coming in near future. #Sadhana Nitro chem
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@mohan_koushik1
Koushik Mohan
11 months
Big News from #Sadhana Nitro Chem
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@mohan_koushik1
Koushik Mohan
5 months
Power of Compounding 8-4-3 Rules SIP Amount :- 30000 Expected Return :- 12% It will take 8 Years to reach first 50L 4 Years for Next 50L 3 Years for Next 50L After 20 Year you will add 50L almost every year
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@mohan_koushik1
Koushik Mohan
2 years
Investing in stocks will not create the wealth it's actually the allocation which creates the wealth
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@mohan_koushik1
Koushik Mohan
2 months
I was pleased to find my book in the business section at Hyderabad airport.
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@mohan_koushik1
Koushik Mohan
4 months
Don't miss it
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@mohan_koushik1
Koushik Mohan
4 months
Today is the day to clean out all your poor investments in market.
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@mohan_koushik1
Koushik Mohan
2 years
Next Stock Market crash on February 15th Want to see😅
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@mohan_koushik1
Koushik Mohan
2 years
Cost of an iPhone is in avg Rs.45k to 1L Every year 5.4-6 mn units sold. Cost of an Term Insurances for Rs. 1cr is around Rs.10k-15k Every year 4-5 mn policies sold. Lot of people have iPhones but not the Term Insurances.
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@mohan_koushik1
Koushik Mohan
11 months
Great Investor Presentation from #Sadhana Nitro Chem Lot of clear explanations given by the management.
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@mohan_koushik1
Koushik Mohan
11 months
EBITDA Margin expansion have started and from now I am expecting Sales and PAT growth to start with PAP and ODB2 sales coming in near future. #Sadhana Nitro chem
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@mohan_koushik1
Koushik Mohan
6 months
Don't miss reading this article It's from ET
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@mohan_koushik1
Koushik Mohan
1 year
I am happy to see people liking it
@vivbajaj
Learner Vivek Bajaj
1 year
One of the heavy #Face2Face for deep learning. Serous investors, Dont miss Thx @mohan_koushik1 for scratching my brain.
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@mohan_koushik1
Koushik Mohan
1 year
Money is limited and if you need to make it very big. The only way is to create concentrated portfolio.
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@mohan_koushik1
Koushik Mohan
1 year
Great learning with @safalniveshak Special thanks to COFP.
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@mohan_koushik1
Koushik Mohan
3 months
Thrilled to see, PGEL, has surpassed a market capitalization of ₹10,000 crore.
@mohan_koushik1
Koushik Mohan
4 months
Wow! The company rocked Q4FY24 with a whopping PAT of 71.58 cr, almost as impressive as FY23's PAT! And hold onto your hats because they are forecasting a mind-blowing PAT (200cr) growth next year and the game just started now. New Business like Laptop will start #PGEL
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@mohan_koushik1
Koushik Mohan
1 year
We have only 4 types of Risk 1. Business Risk 2. Industry Risk 3. Management Risk 4. Valuation Risk
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@mohan_koushik1
Koushik Mohan
2 years
I am super happy to share my family has grown to 15000 people on LinkedIn and now i started writing on twitter also which helps me to read and research a lot and thanks for this platforms to share open knowledge.
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@mohan_koushik1
Koushik Mohan
10 months
Thrilled to announce our family has reached 25,000! 🎉 Honesty time: LinkedIn has been an incredible source of learning for me. Grateful for the journey! Soon seeing same in Twitter family....
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@mohan_koushik1
Koushik Mohan
1 year
How to stop time: meditate How to travel in time: read How to escape time: music How to feel time: write
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@mohan_koushik1
Koushik Mohan
8 months
Best place to learn about investing. One of my favorite videos is Lecture 5 by Peter Thiel, titled 'Competition is for Losers.' Make sure not to miss either of them.
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@mohan_koushik1
Koushik Mohan
1 year
Master the Art of Investing: Unveiling Financial Truths and Strategies Enjoyed a great time with Vivek sir and the team. And thanks for giving me the opportunity.
@mystockedge
StockEdge
1 year
Master the Art of Investing: Unveiling Financial Truths and Strategies #Face2Face with @mohan_koushik1 🔗
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@mohan_koushik1
Koushik Mohan
2 years
One of my close friend told me a short story. There are 2 people who have come to invest in markets  1. Rich person 2. Experienced person Over a period, an Experienced person become Rich and Rich person becomes Experienced.
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@mohan_koushik1
Koushik Mohan
2 years
Why should one stay invested in Equities for a long term? Here is my article which talks about Max&Min Return based on the HPR. Ex:1Yr the variation between Risk & Reward is Huge, Where as Above 15Yrs both converge and this is magical place read it Here👉
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@mohan_koushik1
Koushik Mohan
3 months
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@mohan_koushik1
Koushik Mohan
2 years
An easy way to generate an stock idea. My article got published in live mint news paper.
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@mohan_koushik1
Koushik Mohan
1 year
If this technology come into large use then all the solar companies who are just getting big PE ratings will vanish in air
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@mohan_koushik1
Koushik Mohan
2 years
If you want 10, 20 or 100 bagger stocks or business ideas. Be prepared for the deep research, huge drawdowns, volatility, and long holding period of one to two decades. Life-changing outcomes don't fall into your lap easily. And real wealth is created over a period.
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@mohan_koushik1
Koushik Mohan
2 years
#Sadhananitro It started in the year 1973 and has built a strong reputation of manufacturing quality products along with excellence in service to clients worldwide. 1/n
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@mohan_koushik1
Koushik Mohan
1 year
This is so TRUE that i have experienced it
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@mohan_koushik1
Koushik Mohan
2 years
Different types of Interest rates used in World
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@mohan_koushik1
Koushik Mohan
2 years
Intresting data. The whole Pharma sector (BSE health care index) is available at current Reliance Industries Market cap. Sources: personal research
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@mohan_koushik1
Koushik Mohan
2 years
A great pic which talks a lot
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@mohan_koushik1
Koushik Mohan
2 years
Strong set of numbers from Paushak Ltd in this toughtime in chemical sector with demand loss for others but he stands out by strong Sales Growth and with 35%+ EBITDA margins with 15crs of PAT in Q3 FY23 Moving from 400tn to 1200tn capacity per month with internal cash #paushak
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@mohan_koushik1
Koushik Mohan
2 years
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@mohan_koushik1
Koushik Mohan
2 years
Great businesses are much more likely to have the winning combination of: (1) being debt-free; (2) being cash rich; and (3) with a negative working capital Example: Colgate & Hindustan Unilever Anything you think do write it below
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@mohan_koushik1
Koushik Mohan
2 years
Lot of my fellow fundmanagers talk about investing in those companies who'sROCE>COCbut let me be honest with allofyou,ROCE is a manipulated number because it comes fromP&L So better option you can use isCROCE CROCE=(CFO-Dep)/Debt+Equity CROCEbeing>thanCOC make lot of difference
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@mohan_koushik1
Koushik Mohan
2 years
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@mohan_koushik1
Koushik Mohan
1 year
Largest companies in each sector 🔋 Energy → Reliance 🧑‍💻 IT Services → TCS 🏦 Bank → HDFC Bank 🧼 FMCG → HUL 🏦 PSU → SBI 🏠 Housing Finance → HDFC 📱Telecom → Bharti Airtel 💰NBFC → Bajaj Finance 🛣 Infra → L&T 🎨 Paints → Asian Paints 🚙 Car → Maruti
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@mohan_koushik1
Koushik Mohan
1 year
I am super happy to share my family has grown to 20000 people on LinkedIn and day by day my family is increasing and learning a lot everyday Thanks for everyone.
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@mohan_koushik1
Koushik Mohan
1 year
Don't miss it. Most important thing to know.
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@mohan_koushik1
Koushik Mohan
2 years
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@mohan_koushik1
Koushik Mohan
2 years
Big story and growth will come from Capex and i hope we will become biggest manufacturing hub in coming 10years
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@mohan_koushik1
Koushik Mohan
3 months
Thrilled to announce that my book, The 100x Formula, is now a bestseller at Bangalore International Airport's Relay store! Also signed some copies. 📚✍️ #Bestseller #AuthorLife @beingsworld
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@mohan_koushik1
Koushik Mohan
2 years
The best thing that an investor can read.
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@mohan_koushik1
Koushik Mohan
1 year
Macroeconomics Cheat Sheet Here's everything you need to know: Source: @QCompounding
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@mohan_koushik1
Koushik Mohan
1 year
53% YoY growth and 9.8% QoQ growth in Sales with Strong 71% growth in PAT Capex will everything according to my in next 2years Expecting new business opportunities will create new value.
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@mohan_koushik1
Koushik Mohan
2 years
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@mohan_koushik1
Koushik Mohan
1 year
Stock Markets are not the place to create Income. It's the place to create generational Wealth.
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@mohan_koushik1
Koushik Mohan
11 months
Big News from #Sadhana Nitro Chem
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@mohan_koushik1
Koushik Mohan
1 year
Good news from Sadhana Nitro Chem
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@mohan_koushik1
Koushik Mohan
11 months
People don't buy Lamborghini They buy the feeling of Success People don't buy King size bed They buy the feeling of good rest People don't buy Things They buy feeling So, don't sell your service Sell the feeling it brings Source: Simran Rajput
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@mohan_koushik1
Koushik Mohan
2 months
Thrilled to see PGEL surpass expectations with new sales guidance at ₹4250 Cr. My projected PAT stands at ₹235 Cr. Exciting times ahead! #PGEL #FinancialResults
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@mohan_koushik1
Koushik Mohan
3 months
Thrilled to see, PGEL, has surpassed a market capitalization of ₹10,000 crore.
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@mohan_koushik1
Koushik Mohan
2 years
Do you agree with this? I agree with it.
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@mohan_koushik1
Koushik Mohan
11 months
How to value a private company Annual revenue x 10 x YoY growth =how VCs would value it Annual profit x 5 + assets - debts =how independent appraisers would value it Annual profit x 10 + assets - debts =how PE would value it Annual profit x 30 =how the public would value it @shl
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@mohan_koushik1
Koushik Mohan
7 months
AGM of Bear's
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@mohan_koushik1
Koushik Mohan
8 months
I am planning to add 5 more companies in my reading list. And if you feel like you want me to read your favourite company let me know in comments so i will give my opinion and updates post reading it Only request market-cap should be more than 100crs
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@mohan_koushik1
Koushik Mohan
8 months
If you invest 1 crore with an average annual return rate, you can estimate its future value using compound interest. Assuming an average annual return rate of X% over a period of Y years, you can see in the Image.
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@mohan_koushik1
Koushik Mohan
5 months
"Excited to dive into my friend's book about the inspiring story between a career mentor and a mentee, discovering how to carve your own career path and achieve your goals! #CareerJourney #Mentorship " @ShreySao
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@mohan_koushik1
Koushik Mohan
3 months
Hi friends! I'll be in Hyderabad this Saturday, July 13th, 2024. Planning a casual meetup to discuss markets. If you're interested, join us! I'll share the address soon. Time: 4.30pm Please DM me your WhatsApp number. @LearningEleven will be joining.
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@mohan_koushik1
Koushik Mohan
1 year
Great numbers from Fine Organics
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@mohan_koushik1
Koushik Mohan
1 year
In current markets! Don't follow FOMO Invest in sound fundamental Don't invest in stocks invest in Business Price no longer looked Same as Value & good stocks could stay down even while the bad could move up uninterruptedly for a while - Both without reason. Stay calm.
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@mohan_koushik1
Koushik Mohan
2 years
One of the Company which I invested in, Is growing top line with 20% CAGR with huge operating Leverage which is boosting OPM by 3 - 5% q-o-q and y-o-y still the NP's are in loss or very little.
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@mohan_koushik1
Koushik Mohan
2 years
Warrants getting converted to Equity tells things are going inline and currently company is valued at Rs. 3000 crs at Rs.153 But CMP is near Rs.125
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@mohan_koushik1
Koushik Mohan
2 years
#Sadhananitro It started in the year 1973 and has built a strong reputation of manufacturing quality products along with excellence in service to clients worldwide. 1/n
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