Rodnie Rod
@Rodnierod1
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Original & Curated Thoughts on Compounding Health, Knowledge, Wisdom & Wealth✨✨✨ ..see highlights for notes📖 no recommendation EVER 🥀
Joined May 2015
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Pinned Tweet
🦉Everything has 'opportunity cost'
🦆 Our 'attention', is the costliest
🦜 Then comes our thoughts & actions
🦅 Actions leads to outcomes, which give feedback for the next round of our endeavours
🐦🔥 All this resides in our 'internal locus of control'
🦤 Doings of Providence
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#InoxIndia
📌Introduction INOX India Limited (INOX CVA- CMP at 889; PE 53), is a 30 year old company offering solutions across design, engineering, manufacturing and installation of cryogenic equipment and systems for cryogenic conditions. Its offering includes standard
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2/n
Pg 22-23
#NATCOPHARM
anti fragile Rajeev Nannapaneni and management dramatically transformed the company
It challenges innovators IP rather than parternering with them....
Lean balance sheet ... no concrete guidance ...
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@BasantBaheti3
@JoshTalksLive
@YouTube
1. Acchi company bura samay
2. Baade group ki companies
3. Aane wale samay ka sector
4. 8-10 saal ka listing record hona chahiye
5. Listing ke 5 saal baad hi kharido, else accha management 3 saal
6. Sales growth
7. Debt/ Equity < 1
8. 2x hone par 1/2 sell
9. 60-70% tak
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@BaluGorade
Quasi pms at only expense ratio of 1.44% by kenneth andrade...philosophy of buying company at their lows with very few in portfolio (focussed approach) with some capital yet to deployed 🌸🌸🌼🌼🍀🍀
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@Vivek_Investor
#aartiind
... worst slowly getting over and massive operating leverage
#nh
... cheapest and best hospitals and healthcare... with great management
#equitasbank
.... great managememt, again sitting on operating leverage and at value 🌸🌺🌹
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@theliverdr
De- habituation is a possible cure for depression ....
.... possible .... i mean
....habituation to a environment which is non challenging conjures feeling of nothingless about life... its trick mind plays...
... sometimes even after a bad incident ....
.... sedentary life
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@unseenvalue
My notes from the book
Kindly read with concalls & reports
Curated from different parts of the book after two readings minimum
Everything is courtesy
@unseenvalue
His model of investing is ultimate alchemy for an investor
Mortals like me are just at a very nascent stage
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@JoyMukherje
If you are thinking about stocks and investing or trading in them. Your path must start from joy otp training only and you will not need anyone else after that. Great Guru Great Human Being. Thanks mr joy. 🌹🌹
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@soicfinance
Private Banks incl micro finance, Rural Consumption plus FMCG & Agrochemicals is where the puck might move, as per my very limited sense 🙏🌹
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@TimesAlgebraIND
Terrorism = Local Support
Always
Its a major sustaining factor!!
But these locals are not ordinary locals, never
Need to study, reason of their support in detail, helps find problem with local administration, etc
That we how, we lead to causative factors & defeat terrorism
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#zaggle
.....looking ahead...near ahead
Zaggle after q4 fy 24:-
At 40% annual revenue growth, top line will be 774 Cr, with 13% EBITDA margin, the same would be 101 Cr & with present 52% PAT/ EBITDA conversion, I expect PAT to be 52.3 Cr.
Let me give a conservative exit of 90
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My learnings from the book (which captures author's thoughts during rollercoaster ride of the markets from Jan 2018 to Mar 2020) (1/n)
@Gautam__Baid
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#inoxindia
Nothing very new except what i covered in my thread. Orderbacklog remains at 1043 Cr which is approx 100% of annual rate. It is contract based company in emerging space (world-wide) of Ind Gas, LNG & Cryo - Scientific. Agreement with Adani Gas has started pouring
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@BasantBaheti3
1. Insecticides
2. Mahindra Logistics
3. India Shelter Finance & Equitas
4. PDSL
5. Neuland & Indegene
इन्हें पड़ें ध्यानपूर्वक
No recommendations
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@suru27
Most under- rated channel. 100/100. Kumar always talks on facts & combines it with various possibilities, ably highlighted with thesis & anti thesis, in each case. All numbers are most appropriately blended with narratives with a very optimum hit rate. I recommend all newbies to
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@itsTarH
With utmost humility, i would say that non discretionary consumption like hospitals will only grow with long terminal value
As with other sectors, ones with capital efficiency, low cost & price structure plus amenable ro new tech will lead
Govt regulations etc news are
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@Codie_Sanchez
So called education is so over rated
What everybody knows does not create leverage
What few or very few know, creates massive leverage
Be the first to know
How to know first
Fail fast Fail first Fail often & keep trying with different perspective & be open to new inputs
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@Codie_Sanchez
Every message turning into a mini class of sorts and with increasing depth.... !!
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@ImtiazMadmood
Religion is only a Human's way to define the 'Almighty'
Belief in 'Almighty' is most Human
A true believer is - righteous, kind, tolerant, etc ...
All other excesses against fellow humans in the name of any Religion , is not being religious itself but justification to meet
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@Shashank1171
Monopoly in india
Depends on contracts
100% revenue visibility as of today
Niche company
Lowest cost in the world
Efficiently running
Street wants longevity and terminal growth
In futuristic sectors
Optionality is the variant perception
Some lumpiness due to contracts
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@drprashantmish6
Covered on 08 jan 24 for everyone at no cost. ❇️✨❇️✨
#InoxIndia
📌Introduction INOX India Limited (INOX CVA- CMP at 889; PE 53), is a 30 year old company offering solutions across design, engineering, manufacturing and installation of cryogenic equipment and systems for cryogenic conditions. Its offering includes standard
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@saffrontrail
.... before that kindly cure kitchen/ cooking laziness of ours !!!
.... more time on screen, zero sum arguments, worrying about peoples opinions, regretting past, anxious about future.... im patience, low tolerence ..... then ... comes...
Living eating and thinking simply
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1/8 Primer to Financial Statements including Income Statement in detail
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Kind courtesy
@akshat96jain
I liked five ideas
#castrol
#cartradetech
#gppl
#shilpamedicare
#ltfoods
Crisp Four pages from
@akshat96jain
🌼🌺🌸🍀
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#protean
....lot of buyers at 1500-1600, none perhaps today...
what has happened... few crs in provisions
Business model etc, remains the same...
Optionality remains the same
Q1 fy 25 ....income likely to grow... optionalities like ondc etc may fire
But the price is trying to
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@DylanoA4
In the same vein...
Black is seen because of white & vice- versa
Of every pleasure felt, the pain or numbness existed before
Of every morning cracks open from the dark night
And, every beautiful night gets its beauty from the day preceding it
In summation, if there is
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✈️✈️✈️✈️✈️
My thoughts on....
Interglobe Aviation :
#Indigo
(case study, no recommendation)
In easiest to understand language
Only 10 points (for busy investors)
1. Market Cap of 1,64,829 Cr at CMP of 4270 wants to justify its name of being a truely interglobe aviator
2.
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@TiwariNivedita
Not possible ... civic sense
Culture is years of habit
Counter question ?
Why do same Indians behave when in foreign lands ?
Even some places abroad are very dirty like in Italy, suburbs in US...
Does it come from the way we see ourselves... maybe we think we are less
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@KiranBhosale007
#inoxindia
Covered in detail on 8 jan 24 🌺
Little more in concall 🌹
#InoxIndia
📌Introduction INOX India Limited (INOX CVA- CMP at 889; PE 53), is a 30 year old company offering solutions across design, engineering, manufacturing and installation of cryogenic equipment and systems for cryogenic conditions. Its offering includes standard
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@amangoeliitb
Page 21 of economic facts and fallacies by thomas sowell pub in 2007. Govts have handful of same options and history keeps repeating ...sorry state🌹
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@kuttrapali26
Maam. Insecticides india already breaking out. Agrochem will come before chem. 🌹
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@investor_vineet
@Prasad19721
@PratibhaGoyal
Guess ... the bottom line is ... taxes are justified if governance is good alongwith civil infra.
Plus - government should have live site showing expenditures out of collected taxes so that all tax payers can see whats happening with their money
Pilferage of public money should
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@ishmohit1
A black swan event in integrity.... just like a turkey thinks life is all good since it has been so, till one fine day it isn't.
#polycab
lessons 🌺🌺
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@vineetjain1101
Many Many Thanks
One of the most valuable x handle
Integrity + Transparency + Intelligence + Clarity
🙏🙏🙏🙏🙏🙏🙏
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@_chartitude
Mr Tech - Companies cannot be fundamentally right because businesses cant be done by being right
Mr Funda - Markets are irrational and its thus easy to find gaps in them
Perhaps truth lies in between with different doses of both in different periods of time and that is why
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@PeterDiamandis
@elonmusk
Nothing. I will enjoy my cocktail & look for where i can fend better
Impressing someone creates 'empathy gap' which is bad for self concept/ image
Never try to do it
Be confident in your skin
The world will come, if it doesnt, it was never be to be !!!
....with utmost
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@swing_ka_sultan
.... great saints had followers... respect ..... love .....books were written on them....their sayings were immortal or so were they.....what award can you give to sun, valmiki, even dronacharya ... sometimes greatness is itself an award ... 🌺🍀🌹🌼
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Nuvama 🎖️🎖️
Seeing it as a little structural kinda story
A proxy to India's growing affluence
Lets look one year ahead from today
I see my topline growing at 30% to 2681, cost to income best case as 60% thus my PBT can be 1072 & PAT can be 814
Giving it a exit of 30
I will re
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@itsTarH
The charade of LIC sorry to say but will be busted soon by new crop of enlightened indians. Taking hard earned money of poor indians and returning at less than or just equal to cost of inflation is unjustified. The gain would be felt in equity markets directly/ indirectly, only
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🛜🛜🛜
Polycab when to look for exit or close monitoring
The day its topline again reaches 25% plus growth with PAT margin of 10%
With an exit PE of 60 plus
Its stock price should be around 9000
Thats when it would be prudent to look for better compounding plus re- rating
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Lesson Learned
When the market cap to PAT ratio is well above 1 or more
A single tepid growth of one quarter can delay your thesis by quite a long period of time
Always see this ratio, before you value the company
It tell us what markets have already baked in to our
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3/n
Pg 30-31
Biocon deep intrinsic value in its fermentation tech albeit management
Same is indoco which is otherwise above its peers
Diagonally opposite are FDC and RPG Life and even JB Pharma
Neuland transitioned successfully from being fragile to anti fragile
Divis purely
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@RositaDaz48
Rose,
Taxes are income of the authority from 'commoners of the world', wherein majority lies
It gives the authority - 'its authority with power' and 'leverage to swing the masses' with freebies from their own money (free bies are biggest human vices)
Thus keeping them
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@shome_rajarshi
Bulls Eye 🎯🎯
Dear Raja... can i add ...
A likely PAT of 122 Cr would be 40% above FY 23, however price has already appreciated by 2x during this time
Now, if we give exit of 25 PE to PAT of 122 ie market cap of 3050, upside is 3.3% only with exit of 30 it will be 24%
Coming
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@_chartitude
Dear Himanshu, you are most humble & a guy with lot of depth
Heard you few times
You are always bang on & straight & correct, without mincing your words
You are well qualified & also know the limits of one's skill
You have a very bright future ahead 🌹🌸🌼
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@suru27
Wish Future was so predictable. Someone will however, definitely get vindicated, when it unfolds 🌹🌺 my take - what is same for all, auto cancels itself. If it falls i am in value, if doesnt i am in growth. One situation different mindsets, choose yours ⭐️
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@swing_ka_sultan
Basically dare to dare. You gain too much or learn too much. And, thus you win either way 🌸🌺🌹
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@connectgurmeet
Every equity ride is a roller coaster beyond fundamentals or technicals, one needs to have high portfolio quotient by first understanding oneself. Am i a test player, one day or T20 player. Once stock rises, it quickly becomes overvalued and vice versa. FOMO breaks on you like
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@drprashantmish6
Most intelligent people can explain things in simple terms, just like Dr Feymann, other such and ofcourse you, Sir.🌹
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@itsTarH
Application submitted. 🌸🌺🌹
#InoxIndia
📌Introduction INOX India Limited (INOX CVA- CMP at 889; PE 53), is a 30 year old company offering solutions across design, engineering, manufacturing and installation of cryogenic equipment and systems for cryogenic conditions. Its offering includes standard
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@zerodhaonline
Kindly look into this, why buy average of nifty bees bought yesterday show average peice of 200.98 which never came. It made me sell it today, seeing 21% profit. I am not going to pay for it. Kindly resolve the ticket at the earliest please
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@oldbooksguy
Request link to the article
Dis- habituation & strong sense of purpose, derived from urgency is my answer to replacing mindless moments of leisure where mind is passive
Small but great habits done daily create small sense of achievement to self, which constantly seeks,
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@ItsVinay01
Read all my free notes about everything on financial statements in detail ...
One of the many notes ....
✨✨✨✨✨✨✨✨✨✨
1/8 Primer to Financial Statements including Income Statement in detail
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@SunnyLeone
@DanielWeber99
You are the most beautiful couple and people. God bless u and ur family always. Sending lot of good vibes. 🌹🌹
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🧪🧪🧪⚗️⚗️⚗️
#lauruslabs
... quick valuation... based on concall guidance (only & least possible assumptions) .... lets start ....
❇️ Companies with higher fixed costs are best to be valued on price/ sales
❇️ Management has given guidance to grow ebitda to over 20 from present
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@BasantBaheti3
2021 se PAT 25% se jyada badaa hai lekin price takreban wahin hai aur selling vol hoone ke baad bhi price 660 ki level ko nahin tod raha, h2 fy25 tak demand aajayegi phir iski saari capacity utilise hone lag jayega aur dhoom mach jayega buss kucch 3-6 mahinon ki baat hai ya 12-24
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🎯🎯🎯
Happy to Note
#inoxindia
researched in first week Jan 24 is up approx 75% from its then price
Personally, booked my gains for low valuation company
Its still great business & totally futuristic, might return when it is in big problem and want me 😃
Lesson Learned :-
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@soicfinance
Ok i see latest buying in
#powergrid
#hcltech
#marutisuzuki
...
Now hcltech is common with old bridge buying the same in jan 24 ...
Disclaimer:- invested in old bridge ... looking at it like a pms at no cost and thus heavily biased
.... convergence is the 🔑.... in the
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@suru27
It is not possible to live outside ones paradigm of self concept which is prone to errors
Hence, importance of examined thoughts for a worthy life
Humility not humbleness, listening not hearing, studying not reading, observing not seeing, all senses not only eyes, convergence
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My Thoughts on Associated Alcohols
#asalcbr
Read like a story & enjoy. 🕯️🕯️🪶🪶
Now, lets start, you see lately I read Gautam Baid's Book & shared my detailed learnings.
I learned that the management change is the biggest & tested driver of change in the future growth of any
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@riteshmjn
🏦Depicts possible immediate growth with possible TAM for Indian Banks, see alongwith the quality of assets... = Terminal Value, which we know is obvious otherwise too...
🌋Complemented with good valuations
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@TimesAlgebraIND
The Best Idea to Beat Terrorism is to 'hold locals accountable'
No terrorism can survive without local support, they provide safe haven to terrorists
Make a law to that effect & see terrorism disappear
Security Forces cant be put on 24x7x365 alert at all places of our
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@ada_lluch
every yesterday was better than every today.....
every tommorrow is more surprising than every yesterday...
every today is every tommorrow turning into every yesterday ....
..... today is the only hope .... 🌤️
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Had taken approx 50% gains from market prior fall... why... as a small and mid cap guy.. saw market breadth ... and near peak highs. Reinvested again at lower valuations 100%. However, fall came after that. Wish had not put in 100%. Lets see
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@elonmusk
Infact incentives work better than all intentions and any act of kindness is also a subset on incentive called spiritual gain 🌹🌺⭐️
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@AnshJain283
@soicfinance
All are good but costly. Secondly, keep buying each month in sip mode. No multibaggers though, as all are mature companies. Imho
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@krazy4tarun
@shome_rajarshi
Tarun believe me, Shome is right that it is difficult to convince people who dont study. Ever since i started reading, came to know, how foolish i was, ignorant rather. Start now...
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@soicfinance
Condensed wisdom about likely future of equity markets. Hardcore follower for life. Leading us from darkness of ignorance to light of awareness & abundance. More power....❤️
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@swing_ka_sultan
No one can copy you sir. One bucket out of sea makes no difference to sea. I urge you to kindly bash on. Your knowledge and dictiom is unparalled and unique.🙏🌹🌺❤️
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How
@shreyaghoshal
picks her new work.... is there a lesson here ?????.....
I mean for investors or in decision making !!!!!
🤝🤝👍👍✌️✌️
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@MicroCapInvest_
Well guess thats not the way to look at it. If sector is bullish then stocks within will have intense competition. Infra, itself is not a moat. Psp nevertheless is good but capital intensive and long wkg capital days . 🌹
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@swing_ka_sultan
Always & Every time. Every word a Gem. Mad Respect. I want to see, what you can now see Gurujee.💯
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@suru27
1. AGI - acquisition of HNG ... doubling its capacity
2. Apcotex - increased Fixed Assets to produce operating leverage on demand revival and many other such .....🌹🌺
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@InvestmentTalkk
Morgan Stanley Jun 24
My Learnings 🪶🪶🪶🪶🪶
The concentration of market capitalization, particularly in large caps, is a well established phenomenon
And, its a fact that its based on merit of its ROIC, over the years
As per 2023 data, the highest concentration amongst the top
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@microcp2mltibgr
Ok
I even say, whatever is collected must be visible
And each penny should be accounted for through website open to all indians
Expenditure details should be updated by all govt deptt after each month for better accountability
One will be surprised to know how public money is
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