Willwin
@Willwin7
Followers
1,147
Following
267
Media
1,422
Statuses
4,265
30+ years of stock market experience. Believe in a highly diversified long-term portfolio. SEBI Reg: No
Joined September 2012
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
#NevaPlay
• 529397 Tweets
SAROCHA X MODERN GURU
• 452359 Tweets
Tzuyu
• 370974 Tweets
Chiefs
• 366678 Tweets
namjoon
• 293632 Tweets
Ravens
• 260687 Tweets
Lamar
• 117474 Tweets
Adalet
• 91262 Tweets
Chester
• 70675 Tweets
#ZeeNunew1stFMinJapan
• 69931 Tweets
サブスク解禁
• 38644 Tweets
小泉進次郎
• 36415 Tweets
Hayırlı Cumalar
• 35239 Tweets
FANZA
• 32149 Tweets
小泉さん
• 22358 Tweets
MUSINSA BEAUTY WITH KARINA
• 20710 Tweets
TransisiSEJUK PRABOWOJKW
• 20082 Tweets
モモンガ
• 19339 Tweets
KitaKOMPAK KitaMENANG
• 19218 Tweets
ちいかわ寿司
• 17666 Tweets
アストロボット
• 17576 Tweets
資さんうどん
• 16085 Tweets
知的レベル
• 15875 Tweets
すかいらーく
• 15374 Tweets
KPLC
• 15187 Tweets
進次郎さん
• 12639 Tweets
資さん買収
• 12605 Tweets
Engin Polat
• 12372 Tweets
ベイマックス
• 11864 Tweets
PRETTY GIRL ERA MILKLOVE
• 11594 Tweets
Pinned Tweet
O, what a tangled web we weave when first we practise to deceive!
Walter Scott
1
0
4
𝐒𝐭𝐨𝐜𝐤𝐬 𝐑𝐞𝐥𝐚𝐭𝐞𝐝 𝐭𝐨 𝐖𝐚𝐭𝐞𝐫 T𝐡𝐞𝐦𝐞
Indian Government planning Rs 200,000 Cr Capex to focus on Water Infra & Related activities (Motilal Oswal Report)
Thread 1/3
4
49
232
@datta_arvind
I wonder whether One97 communication will live up to its name and come down to 197 rs.
😂😂
2
0
44
@Kiran24Rajput
I beg to differ, the correction seen in March'2020 was from reasonable valuations.
That was a once in a lifetime kind of opportunity!
Whereas, the correction this time is from overvaluation levels.
2
0
24
@saikrishna_1993
@Akshat_World
The whole tax system seems highly unfair, when you see the farmers far richer than you paying no taxes.
It also pains me to see politician making so much money, whereas young qualified graduates struggling to get even 50k p.m job.
0
0
24
@SJosephBurns
“It is a way to take people’s wealth from them without having to openly raise taxes. Inflation is the most universal tax of all.” — Thomas Sowell
0
1
21
@Dinesh_Sairam
It would be wiser to consider, what % fall in each could wipe out your portfolio!🤔
5
0
20
Tomorrow big day for indian markets!
INDIA will be added in JP morgan bond index
Means with time india will get 25 to 30 billion dollar investment
This is big development for country
Good for banks and bonds and FIIs will turn positive
1
3
20
Omax Autos Ltd
Despite poor returns, I have been accumulating this share for the last few years.
Reason
Omax is moving away from low-margin 2W component segment and expanding in higher-margin CV component & RAILWAYS segment.
Read pic
2
2
19
@insharebazaar
Circumstances...!
I know most of you will not agree with this, but actually that is the most important factor in one's success. 🤔
0
0
17
@G_S_Bhogal
When so many mind-expanding concepts are unveiled at once, most of them will be forgotten anyway!
The one you will remember will probably be the one you truly believe in.
Therefore, I think I will read, analyze and assimilate one per day.
1
0
17
Ambalal Sarabhai Enterprises, Ltd
In the past 8 months, connected entity has bought 11 times from the open market
ASE holds 45.45% in Haryana Containers Ltd (associated company)
Disclosure Vested
1
2
16
@deepakshenoy
According to BQ prime
Based on the net worth of Jio Financial Services, the business is valued at Rs 43.84 per share.
In addition, it will hold 6.27% in RIL at 50% holding discount, this contributes Rs 72.6 per share.
Together, that gives a value of Rs 116.50
Do you concur?
0
1
16
IDFC First Bank
Impressive performance
@AnishA_Moonka
your faith & conviction has paid off
IDFC First Bank hits it out of the park: 1% ROA this quarter 🚀
The NPA goes lower, PCR goes up 🏦
18
57
400
1
5
15
Recently, I have started accumulating shares of Ceinsys Tech Ltd
Ceinsys Tech deliver solutions in the geospatial and engineering domains.
Acquired Allygrow Technologies for 68 cr with cash consideration of 11.79 cr and rest in shares @ 156 rs in Dec 21
1
3
14
Currently, I have four logistic companies in my portfolio
Allcargo Logistics (Holding for the past 4 years)
Gateway Distri entered last week
Navkar Corporation, 1.5 yr
Sanco Trans, Holding 17 years
Needless to say, I am quite bullish on long-term prospects of the Logistics Sector
1
1
14
@soicfinance
Once you finish reading this thread, the following picture will help you remember what you have learned about Cashflow statement.
0
1
12
@KevalAshar
March 2020 correction also started with a small correction initially. Who knows, there may be another 15-20% fall on the way!
2
0
13
@BMTheEquityDesk
Are you in a confused state of mind?
On one hand, you tweeted this
"
@BMTheEquityDesk
If you are waiting for a market fall to invest you will always be kept waiting because at every fall you will feel that it will fall more."
Now you are saying exactly the opposite!!!
2
0
12
@TickertapeIN
I don't agree!
If one thinks the stock is overpriced or risen considerably in the recent past, stay on the sidelines and put it on the watch list.
0
0
12
#GIPCL
Gujarat Industries Power Co
Current Market Cap 3661 Cr
Prabhudas Lilladher View: In FY27 it can potentially trade at, 10000 Cr market cap.
It is important to understand that projects with large capex are at risk of delayed completion and exceeding the estimated budget.
#GIPCL
Gujarat Industries Power Co
Q4'24 Lackluster results, However OCF has improved substantially
The Future holds excellent growth prospects!
Read footnotes to understand what the future holds for this company. Debt levels are very low (Debt to equity 0.19)
Vested
0
1
3
1
3
12
Dynamatic Technologies Ltd
The share price of this company has gone beyond my wildest dreams.
Cost of purchase 19 rupees (see message below) current price 6832 rupees!!!
Holding good shares for very long-term pays hefty rewards, learn to invest!
Dynamatic Technologies
Holding for 21 yrs
A cost to purchase 19 rs only
The company's entry into Aerospace sector years later led to a significant increase in the share price
Sold 70% of my holding @ 600-1200 rs
It's just a matter of luck that you get multibaggers like these
0
0
10
1
1
12
Mindteck Ltd
CEO of Mindteck, said: We have closed multiple deals with 12 new and existing clients all around the world including Manufacturing, Telecommunications, Finance, Banking, Storage, Enterprise software, Semiconductor, Life Sciences, Energy and Utilities.
Issued Bonus
Mindteck Ltd is defying gravity! While other shares stumble, Mindteck is on a meteoric rise
Four years ago, I came to the conclusion that this company was turning around & start adding at various levels during its ascent. Last edition ~ 225.
No intention of buying anymore
0
0
3
0
1
12
I have exited completely from the following stocks, reason fail to meet my expectations
Ambalal Sarabhai
Coffee Day
I also reduce my position in the following stocks because of the same reasons
Omax Autos. (reduce by 60%) I still have hope that it may turn around.
3
0
12
NRB Bearing
Excellent results
Div 4.10rs
NRB has strong product portfolio
Investing to expand its research and development facilities to grow market share as the shift to electric vehicles intensifies.
Plans to have the overseas business largely catering to the EV sector
@ValueEducator
I've already begun shopping. I've added more of these stocks to my portfolio, of course, for the long term.
Shalby Ltd
NRB Bearing
JK Agri Genetics
Heubach Colorants India
2
1
8
1
1
12
With 35 years of experience as a retail investor, I've learned that markets often can be irrationally priced! Rather than fighting this, I stay invested
My strategy includes swapping fundamentally weak or overvalued stocks & reinvesting dividends after taxes 💡🌟
#InvestingWisdom
3
0
11
@connectgurmeet
Actual cases reported in Mainland China as of now
Cases
90,575
Recovered
85,634
Deaths
4,636
1
1
10
@connectgurmeet
Unbelievable!
Salute to the Sikhs' community for providing many free social services not only in India but all around the world. 🙏
0
0
10
Last week, I bought another stock for the first time
Gateway Distri @ 61.50 rs.
It was on my watchlist for a longtime
Mutual funds hold almost 42% stake in Gateway Distriparks.
0
2
11
#Walchandnagar
Ind
It's clear that nuclear energy is one of the best low-carbon options when small, wealthy countries like Singapore consider it for their energy needs.
Countries like India, in my mind, are going to use this option a lot more in the years to come.
0
4
10
Amara Raja
Increase its holding in InoBat AS, Norway to 9.32%
Disclosure Vested
Amara Raja Batteries Ltd
Announced plans to invest in InoBat Auto, which will give Amara Raja a key foothold in the European EV ecosystem
And
Open new R&D avenues for the company while allowing it to adapt InoBat’s battery technology to the markets that Amara Raja already serves
1
0
0
0
0
11
@ValueEducator
@Mohitmaroo2
It is not necessary for the business to have a relation with the event to go down!
In the times of mayhem, traders and investors sell to cover their losses in other shares.
"When it rains, everyone gets wet"
2
0
10
Bought JK Tyre & Industries Ltd
@ 140 rs
Reasons for the purchase
Price to Cash Flow 2.10
Sales growth 52.6 %
Piotroski score 8.00
Int Coverage 2.78
Major Concerns
Debt to equity 1.87
Debt ₹ 5,110 Cr. (which is more than the Market Cap ₹ 3,420 Cr.)
OPM only 10%
4
1
10
AI boom: Amazon bets $148 bn on data centres
We’re expanding capacity quite significantly, said Kevin Miller AWS VP
I think that just gives us the ability to get closer
to customers.
Amazon has committed to spending $148 billion to build and operate data centers around the world
2
2
10
Last week I added more shares of the following companies to my portfolio
1-Southern Petrochemicals Industries Corporation (SPIC Ltd) @ 64.5 Rs.
2-Krsnaa Diagnostics @ 490 Rs.
Because I believe both these companies are reasonably priced for the long-term investments
1
0
9
Integra Engineering India Limited to expand capacity
Disclosure Vested
1
3
9
#IDFCFIRSTBank
IDFC First Bank
Added more shares today
Now, from my point of view, my holding in IDFC First Bank is fairly large! Please note, I'm ultra long term investor (Average holding period more than 5 years)
Added more shares of IDFC First Bank @ 57 today!
News of 3000 CR QIP @ the floor price of 60.34 rupees is highly positive from long-term point of view.
2
0
1
2
1
10
NRB Bearings
Q2FY2024: Suggest operational excellence. A small increase in revenue results in a substantial increase in profitability!
Holding hasn't sold a single share. In fact, I doubled my exposure after posting my message on February 23, 2022.
Today I bought
NRB Bearings
S H Kelkar
IMO, both stocks are fundamentally sound with good growth prospects & Future proof.
Check it out...!
Meanwhile, All the stocks I have bought recently are in a loss. I am holding on
And at the right opportunity I will add more.
cont..
n/1
2
0
3
0
2
10
Dynamatic Technologies
Holding for 21 yrs
A cost to purchase 19 rs only
The company's entry into Aerospace sector years later led to a significant increase in the share price
Sold 70% of my holding @ 600-1200 rs
It's just a matter of luck that you get multibaggers like these
0
0
10
Hospital Stocks give booster shot to Healthcare Index
Disclosure: Holding
Artemis Medicare
Kovai Medical
Fortis Healthcare
Shalby Hospitals
Kovai is "probably undervalued" due to the lack of liquidity & may remain so unless promoters do something about it
Artemis Medicare Services Ltd
Suggested Artemis on Jan 9, 2021, @ 21.80
Today's closing 63.60 rs.
200% gain in less than 20 months
And the best part is, it is looking strong on the technical charts...!
Haven't sold a single share so far!!!
1
1
5
0
2
9
@drprashantmish6
I have received the same video on WhatsApp, with this message
"Ukraine live TV supposedly filming dead persons in TV killed during the invasion. But during filming one of dead woke up adjusting his /her for conformable posture . 🤣🤣🤣"
1
0
9
New shipbuilding policy soon
Shipping minister says policy will help India become one of the top five shipbuilding nations by 2047
ministry has proposed to put a mandatory Make In India
clause for manufacturing of coastal vessels starting 2030.
Holding Cochin Shipyard
0
0
9
@MJKinvestments
@dmuthuk
Thank you, Vishnu 🙏
I have built up a significant position in the ITC, and I'm not done yet...!
I love the investors' pessimism
Bull markets are born on pessimism, grow on skepticism..
What is true for the stock market as a whole, is also true for the individual blue-chip stocks
2
0
8
JK Tyre
Disclosure Vested, So far not sold a single share!
Bought JK Tyre & Industries Ltd
@ 140 rs
Reasons for the purchase
Price to Cash Flow 2.10
Sales growth 52.6 %
Piotroski score 8.00
Int Coverage 2.78
Major Concerns
Debt to equity 1.87
Debt ₹ 5,110 Cr. (which is more than the Market Cap ₹ 3,420 Cr.)
OPM only 10%
4
1
10
0
3
9
@LongtrmInvests
Holding Tata Chemicals for the past 8 years!
Part of unseen value was realized when for every 100 shares of Tata Chemicals, I got 114 shares of Tata Consumer Products Ltd.
Post demerger the company Tata Chemicals (TCL) has reorganized its businesses under four key verticals
2
1
9
ADANI vs Hindenburg is much deeper than you perceive
This article is written by Mahesh Jethmalani
Hence, the motive of attack on Adani Port business was to shut it down so that expansion of Indian navy can be restricted and China has free run
WhatsApp Fw
#hindenburg
#AdaniGroup
1
1
9
Mindteck Ltd.
Not directly, but indirectly yes! They are definitely going to benefit
0
1
9
Kirloskar Brother
Bought during covid crisis has risen beyond my expectation. Best part is on technical charts it is showing strength. Pumps sector is showing extraordinary strength due to boom in the infrastructure sector
In four years, it has given me, >1000% returns.
Kirloskar Brother
One of the companies I started accumulating during covid crisis
Beside covid, the share fell to very low levels due to ongoing family dispute
I purchased this slowly in 8 tranches.
From 89 to 159
Av. 120 rs
Current price 507
Haven't sold a single share so far!
1
0
3
1
0
9
@ValueEducator
I've already begun shopping. I've added more of these stocks to my portfolio, of course, for the long term.
Shalby Ltd
NRB Bearing
JK Agri Genetics
Heubach Colorants India
2
1
8
Kovai Medical
Accumulated this low liquidity stock between Jan 2005 and Nov 2006 in 15 tranches
Neither I have bought nor sold after this accumulation
I just want to emphasize the fact that you need conviction and patience to hold onto small-cap stocks like Kovai Medical
@novice2014
Some day market has to discount the fact, Kovai Medical is probably the only private hospital with its own approved 150 seater medical college “KMCH Institute of Health Sciences and Research”
0
0
2
1
0
8
Kirloskar Brothers
#KIRLBROS
#KIRLOSBROS
Playing a big role in modernizing of Indian Railways
#railwaystock
0
0
8
@unseenvalue
If you are ref. to Wockhardt, I'm sure it will rise from the ashes like a phoenix...!
Disclosure I am holding this share for the past several years and currently sitting on 50% loss. In fact, I'm planning to add 30% more on a first visible trigger! 🙂
1
0
6
JK Tyre & Industries Ltd
Credit Ratings: Upgraded
Disclosure Holding.
Haven't sold a single share, so far...!
Bought JK Tyre & Industries Ltd
@ 140 rs
Reasons for the purchase
Price to Cash Flow 2.10
Sales growth 52.6 %
Piotroski score 8.00
Int Coverage 2.78
Major Concerns
Debt to equity 1.87
Debt ₹ 5,110 Cr. (which is more than the Market Cap ₹ 3,420 Cr.)
OPM only 10%
4
1
10
0
0
8
@sandipsabharwal
If you are bold enough, spell out the price at which you will buy Nykaa & Zomato
2
0
8
#Avadhsugars
Annual Report 2023-24
Graduating towards biofuels from its core business of sugar.
Graduating from debt-driven expansion to accruals-driven growth
The Company has invested extensively in digitalization.
For personal record. Holding
1/2
1
1
8
@KommawarSwapnil
For me, Siemens Ltd
Simply because it is one of the highest weightage stock in my portfolio.
Siemens makes “green” hydrogen from renewable energy using PEM electrolysis, The "Silyzer" product line helps you integrate fluctuating energy sources such as sun and wind in your process
2
0
8
Shalby Ltd
Q1 FY25
Revenue growth, but lower profit margins!
Disclosure: Holding
0
0
8
@karthik2k2
Try 3rd one
Charge 2000 rs consultation fee and prescribe nothing if you think patient is absolutely fine and needs nothing.
2
1
8
@Maaachaaa69
Almost each one of us have some stereotype notions of an ordinary investors and make fun of them!
Not realizing that we too have made the same mistakes in the past 🤔
Only experience and failures makes the man perfect ✌
0
0
8
I have started accumulating two new shares in my portfolio
Time Technoplast Ltd
Nath Bio-Genes (I think it is on the verge of turnaround. Company did QIP at a price of ₹ 455.00 in 2018 & wrote off 89 Cr in exception items May 2023)
Today I am posting my 1st thread. Before that, I want to show my gratitude to all of my mentors who have spent their time & energy upon me to help me in my learning.
#timetechno
A Techno-Funda 🧵 on Time Technoplast Ltd (TTL)
Not a suggestion, only for learning
1/n
34
97
355
0
0
8
Indian Sugar Stocks are on the upswing and many wondering why?
Disclosure: Holding Avadh, Magadh & Andhra Sugar
2
1
7
#Raymondrealty
#Raymond_lifestyle
Gautam Singhania: Chairman and MD Raymond has said, "We are aiming to create three distinct companies.
Lifestyle, real -estate, and engineering"
What I predicted 4 yrs ago has come true!
And Raymond has indeed become a multibagger!
⬇️👇
@govindbhimsaria
Please check out Raymond Ltd.
Another stock which may turn out to be the multibagger!
Value unlocking may see the company demerged into three separate entities :)
2
0
3
2
0
7
#SHALBY
Shalby Ltd
It's turning out to be a growth stock that is fundamentally on a strong footing
Disclosure Vested
n/1
Hospital Stocks give booster shot to Healthcare Index
Disclosure: Holding
Artemis Medicare
Kovai Medical
Fortis Healthcare
Shalby Hospitals
Kovai is "probably undervalued" due to the lack of liquidity & may remain so unless promoters do something about it
0
2
9
1
1
7
#Artemis_medicare
Frankly, I had no idea of its huge upside potentials when I started accumulating this stock!
Luck matters...!
All I can say, stay blessed 🙏
Artemis Medicare Services
Q2 FY24 Results: Impressive
Accumulated in 21 tranches from October 10th, 2019 to August 10th, 2021!
The average purchase price is 22 rupees only
Haven't sold a single share so far
To me, it looks expensive at the current price!
1
1
7
1
0
7
This is 18 months old message!
I have been handsomely rewarded in all the three stocks mentioned!
IDBI Bank, IDFC First Bank & L&T Finance Holdings
In the past year, I have taken position in three out of favor financial stocks,
IDBI Bank,
IDFC First Bank &
L&T Finance Holdings.
Fortunately, all three have given good Q4 numbers.
So far, haven't made much money in these stocks, but future outlook looks good.
0
0
5
1
0
7
Omax Autos Ltd
Annual Report 2023
Message from Chairman
Omax Autos Ltd
Despite poor returns, I have been accumulating this share for the last few years.
Reason
Omax is moving away from low-margin 2W component segment and expanding in higher-margin CV component & RAILWAYS segment.
Read pic
2
2
19
2
0
7
Shalby Ltd
Acquisition of 125,000 equity shares worth Rs 305.25 lacs by the promoter & director.
Since 4th Nov 2022, Promoter have bought shares, 5 times from the open market!
Shalby Ltd
Excellent Q3 2024
Enterprise Value > Market Cap with + net cash position
Multiple earning streams:
10 Multi-specialty Hosp
6 franchise ortho centers
Largest joint replacement Center of the world
Home Care
Shalby Academy
Implants mnf
3
1
3
1
0
7
Cement Sector: Cement prices in Free fall!
Raw material prices are falling too...
0
2
7
Picked up this stock about a month back. The Q1 2025 results are satisfactory and above expectation.
Looking great on 3 months charts given below
1/2
Kansai Nerolac
My rationale for accumulating this stock for long term explained in a nutshell (See pic)
Website of its wholly owned subsidiary
Even if the next quarterly results are not satisfactory, I won't sell this multinational company.
0
0
3
1
0
6
#ceinsystech
Ceinsys Tech Ltd
Added 27% more shares today at the lower circuit @ 192.95 rupees
Disclosure Holding, not sold single shares so far!
Recently, I have started accumulating shares of Ceinsys Tech Ltd
Ceinsys Tech deliver solutions in the geospatial and engineering domains.
Acquired Allygrow Technologies for 68 cr with cash consideration of 11.79 cr and rest in shares @ 156 rs in Dec 21
1
3
14
2
0
7
@aldamu_jo
@BRICSinfo
It would be better to ban countries, which sponsor terrorist organizations...!
0
0
7
RPSG Ventures demerged from CESC Ltd.
This venture company invests in promising startups and has a variety of businesses under its umbrella.
That means at an appropriate time one or more may be demerged to unlock value
#RPSG_ventures
Disclosure Vested
Below 400 rupees, RPSG was an excellent buy.
I got it when CESC was demerged (Ratio 1:5)
1) Its equity base is relatively small.
2) Consider it as a venture capital with controlling stake in several Co.
3) Its stake in Lucknow IPL team is an added attraction for speculators!
1
0
1
0
0
7
I was right when I felt IDBI Bank is underpriced
HDFC Securities gives 25% upside with a year or so
IDBI Bank, IDFC First Bank & L&T Finance Holdings, which I bought last year, have moved up significantly.
However, I feel IDBI bank is relatively underpriced in view of its impeding privatization
Keeping that in mind, I bought additional shares of IDBI bank around 53.50 rupees
0
0
5
0
1
7
Future of Walchandnagar Industries looks bright
🇮🇳☢️India’s second 700 MW nuclear power KAPS-4 plant starts operations at full capacity
India’s second home-built 700 MW nuclear power reactor at Kakrapar Atomic Power Station (KAPS) in Gujarat on Wednesday (August 21, 2024) started operating at its full capacity, the plant
9
18
152
0
0
7
CESC: The company acquired 63.9% equity shares of the step-down subsidiary, Purvah Green Power for a consideration of Rs 205 crore. After the acquisition, Purvah Green Power became a direct subsidiary of the company.
#CESC
#GreenEnergy
#RenewableEnergy
@Willwin7
Agree on CESC as value buy..
They are gaining DisCom license outside Kolkata.. with 5-6% div yld n reducing gearing.
Not sure abt GIPL, growth use to be sketchy, haven't seen it lately
1
0
2
0
1
6