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@chiragdashj
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Supply Side Dominance with Tailwinds. Focus On Investing Behaviour. Every Moat needs a trigger, Every Trigger doesn't need a Moat. Blessed To be an Investor๐ต๏ธ
Bhubaneshwar, India
Joined February 2010
Investors often look end to end skipping the grind part in the multibagger journey completely. End results look like a cake walk (10x 20x 100x), but ask to those who have achieved - It's a walk full of thrones. You have to survive Opinions,Biases, High Valuations, Red flags, Management Slip ups, Temporary Headwinds, Capacity Delays, Results disappointment by Investors burdening expectations and N number of other things. Businesses don't run on Excel sheets and they are most likely to encounter many real world problems in frequent intervals. Those who have immense courage to see their holdings go down by more than 30% they go on to hold multibaggers rest 95% people just keep aspiring without knowing what sacrifices it takes to make huge returns in market. They will be the first ones to chicken out on falls. Conviction for most is valid till the stock keeps going up. Once it's down it evaporates like GAS. Every stock at some point of time will go down more than 30% and its the nature of markets to weed out weak hands systematically. I cannot deny the LUCK factor in making multibaggers but again as Luck comes to the prepared mind. You cannot simply sit idle and hope to get lucky. LUCK is nothing but Labour Under Correct Knowledge. Lots of dynamic variables are present in making multibagger returns but the things that needs to be static is your Behaviour, Grit Gratitude & Ability to disconnect from external noises and focus on self improvement. Be courageous enough to own up to your mistakes and learn from them. The probabilities in Investing are endless and it cannot be caged in a fixed framework. Have a framework which is variable and flexible, this can help you to navigate smoothly with changing times. And the biggest red flag in Investing as per me is when you feel your framework is the best in the market and has no chance to fail. Thanks for Bearing with me to read this๐
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@naveeny47485799 @amurfalcon1 I cannot ask anyone to buy. Though personally I made use of this fall. Axiscades and TT I am bullish
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Power of Bull Run. Key thing to note is the magnitude of rise vs correction from top everytime. One always need to chase growth of course at a decent multiple. Not many would have the appetite to suffer such drawdowns. Capacity to Suffer is most important. Setback in market is inevitable but more important is how you comeback.
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Excellent results by Ztech. Almost 4x Eps jump YOY. Q4 expected to be much bigger and better. Concall Tommorow #ztech @Rachitpandey299 @drprashantmish6
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@SamyukthaJoshi This is how they operated till now. But now Retail showing better maturity than these celebrity fund managers...
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@wealthpathh @Gautam__Baid @Raamdeo Investing isn't easy and not everyone can be like @Raamdeo I feel if one has come to earn money sooner or later he will exit. It's passion that drives more. Wealth Creation is an outcome of processes one follows
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The PMS portfolios who were already negative or mild positive before the fall started have directly booked their tickets to Paatal Lok. It will take hell lot of efforts for them to come back. Thank your stars you are still doing Investing by yourself and not dependent on fragile Frameworks which are obsessed on only one parameter i.e PE
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@Shashank1171 Aren't we suppose to look at Screener PE 146 and conclude its overvalued? Itna calculation kaun karega๐ Isn't this what the experience persons in industry are doing
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Financial independence should lead to more relaxation and less envy in life. If you get restless and track your peers every day more than yourself, you will be rotting inside every minute and easily lose focus. Try to chanelise your energy in positive things and keep your mind uncluttered. Mind is like water when it's turbulent it's difficult to see, when it's calm everything becomes clear
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RT @SpangleAdvisors: Friends #Face2Face is Now Released. Thanks @vivbajaj bhai for the Inviting & Opportunity to open up. Suggestions &โฆ
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@SpangleAdvisors @vivbajaj @Face2Face_ELM @elearnmarkets Excellent video straight to the point. Really enjoyed watching. Lots to learn from you Amit Bhai๐๐ป
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Mistral Solutions offerings in Aerospace Defence and Deep Tech applications Happens to be similar to Trident Techlabs offering. And Techlabs mentioned Mistral as one of their customers. Highly moated capabilities not generic transformers/Epc stuff. @Finstor85 your views Mistral is subsidiary of Axiscades. Holding both #techlabs #axiscades #mistral
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Kpel 155% jump in Revenue 185% jump in PAT #KPEL KPIGreen Net profit up 67%at โน85 cr vs โน51 cr (YoY) Revenue up 39%at โน458.3 cr vs โน330 cr (YoY) EBITDA up 32%at โน137 cr vs โน104 cr (YoY) Margin at 30% vs 31% (YoY) #kpi Kpi Green Margin collapses to 30% from 31% YOY. On track to deliver 300cr Pat this yr ๐ Kpi will be commissioning 1 GW of IPP projects from FY26 which will have ebdita margin of 85%
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