AIM Investments
@AimInvestments
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💎Long-term Investing Ideas on Current Topics💎Sector Growth Insights, Compounding Knowledge, Investor with Conservative & Enterprising Portfolio India & US
Mumbai, India
Joined February 2021
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Our Investment Philosophy & Long Term Portfolio.
It takes time to become a successful Investor..
But we live in a world where everyone is time pressed.
We are providing here a systematic approach for busy professionals to start their journey towards successful.
Not an
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Nine Personal Finance Rule Everyone should know 🧵 (WA Forward)
1) Rule of 72 (Double Your Money)
2) Rule of 70 (Inflation Adjustment)
3) 4% Withdrawal Rule
4) 100 Minus Age Rule
5) 10, 5, 3 Rule
6) 50-30-20 Rule
7) 3X Emergency Rule
8) 40% EMI Rule
9) Life Insurance Rule
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Excellent Video on Alcohol & it’s packaging investment..
All credit to the creator.. 👌👌👏👏
Source: Whatsapp university
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Expensive stocks do correct..here is a list of good expensive companies that have seen corrections this year..🧵
1. DMart
2. MTAR Tech
3. Sona Comstar
4. LTI
5. Relaxo Footwear
6. Dixon Tech
7. Bajaj Finance
8. Burger King
9. Dr Lal Path Lab
10. IEX
11. CDSL
12. Olectra
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If you are forced to choose only 1 stock per sector from 10 sectors what will be those?
Bank- HDFC
Retail- DMart
Chemical- Atul (?)
Pharma- Gland
EV- Sona Comstar
Energy- Borosil Renewable
Platform- IEX
IT- LTTS
Building Material- APL Apollo
Packaging- Polyplex
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Four PMS Portfolios to study
1️⃣Equity Intelligence (Porinju Veliyath)
2️⃣Malabar Investment (Sumit Nagar)
3️⃣Nalanda Capital (Pulak Prasad)
4️⃣Amansa Capital (Akash Prakash)
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EaseMyTrip is Opening a 5 Star hotel in Ayodhya within 1 km of Shree Ram Mandir
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Nifty levels & it’s PE
1 July 2021 26 Nov 2021
Nifty 15,680 17,026
PE 28.26 23.46
Hope this is helpful..
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Gravita: locked in 20% UC
Gravita: Excellent Management Commentary, Vision.
Holding tight, adding on dips till 2028..
Not a buy/sell recommendation.
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Our Preferred “Sunrise Sector Stocks”
🔋EV- Gensol, Kabra
🤖Auton. Vehicle- KPIT, LTTS
☀️Solar- KPI Green, Borosil Renew
🌫️Carbon Neutrality- EKI
♻️Recycling- Ganesha E
💵Financial Inclusion- Arman
🛍️Modern Retail- EMIL
🏭Import Substitution- Meghmani
🏙️Modular Kitchens- Carysil
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Fast Growing Companies to track:
🚎EV Bus:Olectra
🥃Ethanol:Globus Spirits
🔆Solar:Borosil Renewable
☢️/Hydrogen:MTAR
✈️Travel:Easy Trip Planners
⚗️Chemical:Laxmi Org
📈Investing:CDSL
🪵Building:Jyoti Resins
⛴Ship:Lancer Con
🏦MFI:Arman Fin
📱IT:Tanla Platforms
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Late Rakesh Jhunjhunwala used to say ~1.5-2 yrs ago:
Worst of the worst PSU banks will do Best in the market in future & Best of the Best Unicorn IPOs will do worst..
That's what is exactly happening today..
We miss his astute guidance..🙏🙏🙏
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The Green hydrogen industry is forecasted to grow at 40% CAGR for the next 6 years.
This is the green hydrogen value chain.
Will be posting companies for study soon.
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Electrolyser Manufacturing Industry is forecasted to grow at 100% CAGR for next 6 years.
It is a part of the Green hydrogen Value chain.
Listed companies focusing on electrolyser
Gujarat Fluorochemicals
Advait Infra
John Cockeril india
Ami organics
MTAR technologies
Adani
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🔋
#EV
Theme. Tweets by us in a Thread.. 🧵
Companies-
Auto Anc- Sona Comstar, Fiem, RACL GearTech
Battery- Kabra Extrusion, Tata Chemicals
OEMs- Tata Motors, Greaves Cotton
EV Tech- LTTS, Tata Elxsi, KPIT
Charging- Tata Power, ABB
+Central & State Policies
+Fame 2
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If you are forced to choose only 1 stock per sector from 11 sectors what will be those?
◾️Bank- HDFC
◾️Retail- DMart
◾️Railway- RVNL
◾️Defence- Zen Technologies
◾️EV- Tata Motors
◾️Auto- Talbros Auto
◾️Energy- KPI Energy
◾️IT- Intellect Design
◾️Building Material- APL Apollo
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Three Companies for each of the Sunrise Sectors to study (Weekend Homework)
🎛️Smart Meter
▪️HP Electric▪️Genus ▪️GMR Power
🧪Green Hydrogen
▪️GFL▪️RIL▪️Adani Green
☀️ Solar
▪️KPI Green▪️Gensol▪️NTPC
🚅Railways Infrastructure
▪️Titagarh▪️RK Forging▪️RVNL
💰MicroFinance/SME
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Railway stocks have been rising after ₹5.25 lakh crore new investment plan of Ministry of Railways during fiscal years 2024-31 under the PM Gati Shakti National Master Plan.
This is a Comprehensive list of Railway stocks that one can study:
1. RVNL
2.IRFC
3.BEML
4.IRCTC
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100+ Baggers in last decade..
🏆 Jyoti Resins 469x
🏆 Tanla Platforms 376x
🏆 Refex Industries 366x
🏆 KEI Industries 363x
🏆 JBM Auto 355x
🏆 Permanent Magnet 275x
🏆 Tanfac 272x
🏆
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Health Insurance Claim Settlement ratios of top companies
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India Beats UK to become the 6th Biggest Stock Market 👏👏👏
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“T A T A M O T O R S” stocks Hot favourite today
Old favourite- “HRITHIK” stocks
H- HDFC Bank
R- RIL
I- ICICI Bank/ITC
T- TCS
H- HDFC Ltd
I- Infosys
K- Kotak
New Favourite “T A T A M O T O R S”
T- Titagarh Rail
A- Action Construction
T- Texmaco Rail
A- Adani
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Themes/Companies I am focusing now
⛽️Ethanol Blending
Globus, BCL Ind, Gulshan Pol
🔋EVs
Kabra, Sona, Fiem, RACL
🌞Solar
Borosil Renew
🏠Building Materials
Greenpanel, Stylam, Acrysil, Polycab
💻Digital/AI/Automation
LTTS, KPIT, Intellect
📦Packaging
Polyplex, Cosmo Films
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💎Top Sugar Plays💎
Current Capacity image & Expansion👇
Dalmia Sugar- 180 KLPD
Balrampur Chinni- 320 KLPD
Triveni Engineering- 200 KLPD
Dhampur Sugar- 100 KLPD
Sree Renuka Sugar- 320 KLPD
Dwarikesh Sugar-200 KLPD
🧵on how Sugar -> Ethanol will change demand supply situation
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Which Chemical Company do you think is best suited to capitalise future growth?
SRF
Gujarat Fluorochem
Deepak Nit
Vinati Org
Clean Science
Laxmi Org
Fine Org
Balaji Ami
Neogen Chem
Navin Fluorine
Archean Chem
Jubilant Ingrevia
Anupam R
Galaxy Surfac
Tatva Chintan
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7Cs of Investing
1️⃣Company (CDSL/IEX)
2️⃣Credible Management (HDFC)
3️⃣Competent Managment (Divis)
4️⃣Competitive Strength (Pidilite)
5️⃣Cash Flow Growth (Asian Paints)
5️⃣Capital Allocation (Astral)
6️⃣Conviction to hold long-term (Titan)
7️⃣Compounding (Infosys)
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Nine Personal Finance Rules Everyone should know 🧵
1) 4% Financial Freedom Rule
2) Rule of 70 (Inflation Adjustment)
3) Rule of 72 (Time to Double Your Money)
4) 100 Minus Age Rule
5) 12-6-3 Rule
6) 50-30-20 Rule
7) 6X Emergency Fund Rule
8) 40% EMI Rule
9) Life Insurance Rule
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Famous Five Investor Portfolios & Their Philosophy
1) Rakesh Jhunjhunwala
2) Warren Buffet
3) Radhakishan Damani
4) Vijay Kedia
5) Saurabh Mukherjea
Who is your favourite?
Which stocks of their portfolio do you own?
🧵below
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This Bull run was all about Sectoral Themes. Best performing sectors were:
Railway Stocks: RVNL, IRFC, Jupiter Wagon, Titagarh, HBL Power, IRCON, Texmaco Rail, Rail Tel, Responsive Industries etc
Renewable Energy: Suzlon, Inox Wind, KPI Green, Gensol etc
Power: SJVN, GVK
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Themes/Sector that can deliver good returns over next 5 years:
👉Battery Chemicals
◾️Neogen ◾️AMI ◾️GFL
👉Li Battery manufacturers
◾️ Exide ◾️Amara Raja
👉Generic Oncology
◾️Beta Drugs ◾️Sakar Healthcare
👉Pharmaceutical Intermediaries
◾️Aarti ◾️AMI
👉Recyclers/Circular
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🛄 10 year 10 Baggers 🛄
👉How difficult is it to find a Multibagger?
👉163 Companies out of 4021 that gave >25% CAGR in last 10 years (excluding <1000 Cr MCap)
👉Most companies are from Pharma & Chemicals
👉IT, Finance & Building Materials next best
👉Go find your stock
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Companies trading at single digit PE in bull market?
Apis India- 3.6
ARCL Organics- 4.4
HPCL- 4.75
Misthan Food- 5.46
Satia Ind- 5.7
Satin Credit- 6.15
ONGC- 6.89
Ujjivan Small- 7.53
Coal India- 8.03
Modern Diaries- 8.11
PFC- 8.52
Prakash Ind- 9.17
REC- 9.92
What’s wrong with
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Only if you knew “Valuations” in last 1 year..
Not lost money here 🔴
Zomato 🔻55%
PayTM 🔻65%
PB Fintech 🔻50%
Nykaa 🔻44%
Nazara 🔻25%
Made Money here ✅
Globus Spirits ⬆️ 291%
Polyplex ⬆️ 140%
KPIT ⬆️ 125%
Greenpanel ⬆️ 101%
Polycab ⬆️ 59%
RT to educate Retail investors
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4.75 lakh crore (35% of Industry AUM) of MF money is only in 10 stocks:
ICICI Bank
HDFC Bank
Infosys
Reliance Industries
SBI
Axis Bank
HDFC
Bharti Airtel
L&T
ITC
This is done to ensure that Funds/Fund manager don’t fail too much from market returns..
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Piccadily Agro’s Whiskey “INDRI” won Best in Show, “Double Gold” tag at the Whiskies of the World Awards, beats many other top malts.
This single malt whiskey has won over 14 international awards in the last two years.
Stock was locked in UC following the news.
Not a stock or
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Ravindra Energy: Mukul Agarwal, Ashish Kacholia & Quant. Triple power to their Fund Raise.
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🧵Four Investor Portfolio to Study
1️⃣ Ashish Kacholia
2️⃣ Ashish Dhawan
3️⃣ Mukul Agarwal
4️⃣ Dolly (Rajiv) Khanna
👉Also study how their Networth progressed over last 5 years..
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Indian Railways will need ~12 Lac Cr to cater to the current level of economic growth by 2030
🎯 for zero waiting list..
Stocks to study in this sector:
🚊 Titagarh Rail Systems
🚊 RVNL
🚊 Jupiter Wagon
🚊 RK Forging
🚊 HBL Power System
Few are at high multiples so study
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🔋EV Chain🔋📈Performance Update
🏆Winners (Since we created it in Mar21)
1️⃣KPT Ind 67%
2️⃣Igarshi Motors 66%
3️⃣KPIT 59%
4️⃣Himadri Chem. 47%
5️⃣Tata Elxsi 36%
6️⃣Greaves Cotton 33%
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Which is your favourite “Clean Energy” investment company?
👉Borosil Renewable
👉RIL
👉Websol Energy
👉MTAR Technologies
👉Gujarat Fluorochemicals
👉Adani Green
👉Tata Power
👉JSW Energy
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Commonly held small/mid cap stock amongst HNIs Investors & PMS from those covered in Tweet
1️⃣ Mastek
2️⃣ Apollo Pipes
3️⃣ HSIL
4️⃣ Somany Home Inn
5️⃣ Neuland
6️⃣ Vaibhav Global
7️⃣ Intellect Design
8️⃣ Birlasoft
9️⃣ Acrysil
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Updated Portfolio of Mukul Mahavir Agarwal & Ashish Kacholia
Small Caps companies to capture India growth story
Net worth Increase Awesome 👌👌👌
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Jio Financial: Applied for conversion of the Company from Non-Banking Financial Company (NBFC) to Core Investment Company (CIC)
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Huge Capex going on in the Chemical Sector.
Who is your favourite & why?
Who are other beneficiaries (Proxy) of these Capex?
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Fifty mostly Small Cap Companies that are in my watch-list. Invested in many, rest tracking.. Many companies look very promising over next 2-3 years. Please study before you invest in any..
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Nifty Defence Index Fund: Motilal Oswal has launched India's first index fund focused on defence stocks.
This is an open-ended fund, NFO opens on June 13 to June 24, 2024.
Index Constituents:
Astra Microwave Products Ltd.
Bharat Dynamics Ltd.
Bharat Electronics Ltd.
Cochin
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Tata Elxsi Promoters are selling shares in open market..
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LIC Results. 11 people put stamp and initials on the results. 😂😂
How can they go wrong in their investments in selecting stocks..
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LIC will get 25,464 Crores Income tax refund
It’s TTM PAT is ~40,000 Cr
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Which of the two Companies will you prefer to invest?
Company A Company B
EPS CAGR 15% 20%
PE 17 45
PEG 1.1 2
D/E 0.5 0.5
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Now it’s commanding 23 PE, unlike many people who thought it’s a commodity stock , but truth is it’s a brand.
LT Foods: With such fantastic growth 40% in PAT and 3x Jump in cash flows and reduced debt at what PE it should trade? Current PE is 13.
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Watchlist of Consumption Story:
🍗BBQ Nation
🐔Devyani International
🍕Jubilant Food
👠Metro Brands
🎨Go Colours
✈️Easy Trip Planners
🪑Century Plywood
🔌Polycab/Havells
🚽Kajaria Ceramics
🛍V-Mart
🥫Varun Beverages
Getting bigger with corrections!!!
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Results season is almost getting over. Companies that had Good YoY PAT growth
Gensol Engineering
Waaree Renewable Tech
SG Finserve
Swan Energy
Veritas
Zen Technologies
Natco Pharma
HBL Power System
Som Distilleries
Spandana Sphoort
Shilchar Tech
Sky Gold
Motilal Owsal
JTL
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PCBL gets patent for hybrid carbon black grade that can improve fuel efficiency & tire durability
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Thread on list of my 5 best picks from each of 10 secular wealth creating sectors:
1) FMCG
2)Retail
3)Banks
4)NBFC/Exchange
5)Speciality Chemicals
6)Pharmaceutical
7)Building Materials
8)Consumer Durables/EV Auto
9)IT
10)Food/QSR
Study before investing..
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The total Indian water market is ~$14 bn and estimated to grow at a CAGR of 18%.
Key listed players along with their plans to capture the industry.
Not a stock recommendation
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Companies that we are liking post Q4 & FY23 results
🧪Vishnu, AMI, Navin, Tanfac
⚙️RACL, Talbro, Pricol, Rico
🏥Narayan Hrudalya
🏦IDFC, Ujjivan, Arman
💊Neuland, Marksan, GLS
✈️ DreamFolks, ROHL
🏡 Carysil, Greenply
🥃 Globus, Som
For study not a stock recommendation
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Undervalued Small Cap Stocks with Potential
PE <20, MCap <5000 Cr, PEG <1
💎 Tamil Nadu Newsprint
💎 West Coast Paper
💎 Andhra Paper
💎 KCP Sugar & Industries
💎 Satia Industries
💎 Kuantum Papers
💎 GVK Power & Infra
💎 DCB Bank (P/B 0.86)
💎 PTC India
💎 Nitta Gelatin
💎
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Textile is the new IT & Specialty Chemical sector..
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Companies which we are liking based on Q2 Results so far
▪️KPI Green Energy
▪️Tinna Rubber
▪️Venus Pipes
▪️Goodluck India
▪️Waaree Renewables
▪️Titagarh Rail Systems
▪️Cyient Ltd
▪️Focus Lightning
▪️Bank of Maharashtra
▪️Union Bank
▪️NTPC
▪️ICICI Bank
▪️IDFC First Bank
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5 themes that can give multibagger ideas
1) Water Treatment
2) Battery Chemicals
3) Solar/Green H2
4) Batteries (Storage/Auto)
5) Data Centres
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KPI Green Energy: Turns 11 Bagger for us today.
Identifying a theme and holding is key to success
No stock recommendation.
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VA Tech Wabag: Outlook for next 3-5 yrs
Revenue Growth CAGR of 15 - 20 %
EBITDA Margins to sustain at 13% - 15%
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Since many of you are asking on DM posting here the list of stocks that I have Tweeted with dates & returns. Few might still be missing.. Many of these are still trading at fair to undervaluation, study and invest.
Please like, RT for benefit for maximum retail investors.
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Can TCS become $ 1 trillion Company in next ten years ?
Today’s cash flow of ~39k Cr is same as Sales ten years back.
If today’s sales of 185,000 Cr becomes its cash flow again ten years later, it can get $1 trillion MCap.
This is CAGR of only ~17%.
Is it achievable?
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🧪 Green Hydrogen Value Chain 🧪
Will post stocks against each of the Chain components.
Give your ideas. We will plot them on the chain if appropriate..
Reference: Energies 2022, 15(16), 6064;
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Quarterly Portfolio Update Mid/Small Caps, Current Holdings:
⚙️Talbros Auto, Pricol, RACL, SSWL
🥃 Globus, Som Distilleries
🚆Titagarh Wagan, RVNL
⛽️ BCL Industries (Ethanol)
💊 Neuland, Caplin, Sakar Heathcare
🏗️ Carysil, Pokarna, Venus Pipes
🧑🔬 Krushna Diagnostics, Kovai Med
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Tata motors Mcap is now more than Maruti.
Becomes the most valuable auto company in India.
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Our Current Key Holdings in Small & Mid Caps that are driving it up:
🔋Amara Raja & Exide
☀️Gensol, KPI Green
🚆RK Forging
💊Caplin Point Labs
🀄️Carysil, Pokarna
👷♂️Venus Pipes, Man Ind
💲 Arman Fin, Ugro
⚙️Sansera, Time Techno, Goodluck
♻️ Gravita, Tinna, Ganesha
💦Wabag, Jash
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My Top Websites for Stock Analysis
1️⃣ Screener
👉Screening, Company updates
2️⃣ Value Research Online
👉Altman Z, Piotroski, Modified C Score
3️⃣ Trendlyne
👉Big Investor Portfolio
4️⃣ IPO Chittorgarh
👉IPO reviews
5️⃣ Market Mojo
👉Portfolio Tracking
What’s your favourite?
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BALRAMPUR CHINI MILLS: Entering in Bioplastics with 2000 Cr Investment
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Late Rakesh Jhunjhunwala’s wife receiving the Padma Shri (posthumously) from President Droupadi Murmu.
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Anant Raj signs MoU with Google for Data Centres.
Not a buy/sell recommendation.
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Dhanteras: Long Queue outside Jwellers no sign of recession (once hyped)
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How is this “10-10-10” Portfolio looking to you?
10 stocks, 10% in each for 10 yrs
🥘Carysil
🍚LT Foods
⚜️Senco Gold
🍞Mrs Bector
🥛Dodla Dairy
🔋Amara Raja
🚙Landmark Cars
🏥Rainbow Hospital
🏝️Mahindra Holidays
💰Jio Financial Services
Not an investment advice.
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Select companies that have done high Capex in last 3 years.. Study more.. May be you can find few multi-baggers here..
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Gravita: Excellent Management Commentary, Vision.
Holding tight, adding on dips till 2028..
Not a buy/sell recommendation.
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Retirement corpus needed to retire at the age of 45 years?
Annual Expenses ~Corpus Needed
============ ===========
▪️ 12 Lac 3.5 Cr
▪️ 24 Lac 7 Cr
▪️ 48 Lac 14 Cr
▪️ 1
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IDFC First Bank: Mr. V. Vaidyanathan, Managing Director & CEO, has gifted 7,00,000 equity shares to people not related to him
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Graham’s Intrinsic Value Formula
3 examples
👉If you correctly assumed the growth rates these companies have delivered in last 5 years and used the formula 5 years back
👉On today’s date you would have got the returns for the CMP which almost matches for Britannia & CDSL
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AGI Greenpac up ~15%. 👌👌👌
An old WhatsApp video but worth remembering today, on how one can find stocks.
Now the stock has given 1400% in last 5 years.
Credit to the creator not to us.
Not a stock recommendation. Drinking alcohol is injurious to health.
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Time Technoplast: FIRST COMPANY IN INDIA to get approval for manufacturing HIGH PRESSURE TYPE-IV COMPOSITE CYLINDER, PROTOTYPE, FOR HYDROGEN.
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Tata Consumer to buy Bisleri at 7K Cr
The unlisted stock that everyone wanted to buy shares..
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Biggest Gainers of FY 2024
Biggest Gainers were ☀️ Renewable and ⚡️ Transformers
Jai balaji Inds- 2000%
SG Mart- 1184%
Insolation Energy- 975%
Waaree Renewables- 935%
R S software- 926%
ElectroTherm - 900%
Cupid- 900%
Veritas- 805%
TRIL- 716%
Rajoo Engineering- 693%
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Best performing Stocks of 2023 by Industry.
AC- Bluestar - 57%
OEM- Olectra- 172%
Auto ancillary - JBM auto - 183%
EV- Mercury Ev tech - 897%
Pvt. bank - Jnk Bank - 116%
PSU bank - PNB - 70%
SF Bank - Ujjivan - 96%
Alcohol - Piccadily Agro- 552%
Cables - Paramount Comm - 152%
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Tata Motors Domestic Sales Grows 9% in Feb
EV growth at 30% 🔥🔥🔥
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Which of the two companies would you prefer to invest A or B?
Company A: MCap 237 Crores
Company B: MCap 8862 Crores
Assume you have to decide based only on this much information.
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Stocks common in Marquee Investors Portfolios:
SG Finserve: Mukul Agarwal, Ashish Kacholia, Vanaja Sunder, Samit S Vartak
Raghav Productivity Enhancers: Rekha Rakesh Jhunjhunwala, Mukul Agarwal, Ashish Kacholia
Dhabriya Polywood: Mukul Agarwal, Ashish Kacholia
Greenlam
11
99
339
Which 1-3 stocks from the following list you would like to gift 🎁 your son on the Happy Fathers Day!!
HDFC Bank
Bajaj Finance
TCS
Infosys
DMart
Relaxo
Dr Lal Path Labs
CDSL
IEX
HDFC Life
HUL
ICICI Lombard
Asian Paints
Nestle
ITC
Britannia
Divis
Abbott
Maruti
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Companies we are liking post FY 23 Q1 results from at least 2-3 years horizon:
Fair to Undervalued
HDFC Bank
SJS
Globus Spirits
Acrysil
Polycab
Polyplex
LTTS
KPIT
Jubilant Food
Jubilant Ingrevia
Overvalued
Amber
Easy trip
Arman
Home First
DMart
Devyani International
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Companies in which we are positive at current valuations
🛞 PCBL
🔌 NTPC
🚙 Garware Hi Tech Films
🚰 Jash Engineering
💊 Caplin Point
💵 Ugro Capital
🚗 Alicon Castalloy
📈 Angel One
🏠 Pokarna
🍦 DCM Sriram
🌞 Websol
🔋 Amara Raja
🧪 Laxmi Organics
Whats your favourite
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IREDA: Solid Performance
45% jump in profit in FY24
NPAs at 0.99%
10
28
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Results we liked most so far:
Pricol
Tanfac
IDFC Bank
ICICI Bank
HDFC Bank
RK Forging
Usha Martin
Stylam Ind
Som Distilleries
Eicher Motors
AGI Greenpac
Neuland Lab
Ujjivan SFB
Mold-Tek Tech
Glenmark Life-sciences
Which ones you liked most?
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