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:
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
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
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!
Dear friends,
I got an opportunity to share my knowledge through
@Moneypurseadv
Family and i hope you get to learn a lot.
Special thanks to my friend
@SaiPathriCFP
Sir
#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
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"
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
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
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
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
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
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.
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
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
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
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%
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
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
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
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.
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
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
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.
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....
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.
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.
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.
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👉
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.
#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
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
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
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
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
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.
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
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.
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
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
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
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
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.
"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
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.
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.
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.
#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