Sahir Sachdev
@dadalife369
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Evertonian. Drexel University/University of Sheffield 🇮🇳
Delhi, India
Joined October 2013
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مدريد
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#LaMarchaDeCFK
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Last Seen Profiles
Birthday giveaway books -
You can be a stock market genius x 2
Psychology of money x 2
Richer, Wiser, Happier x 3
Expectations Investing x 2
This giveaway is a lot smaller than the last one, due to existing market conditions 😂
Like & RT to enter. Winners will be random
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Super grateful for the investing community at 'Investors India' this Diwali so doing a Diwali giveaway for all our followers.
Giving away a brand new copy of each of the books listed in the next tweet.
Winners will be selected at random Like, RT & follow to enter
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Neogen Chemicals with B&K Securities -
A thread (Please RT)
Signed 2 long term contracts - 1 with a pharma innovator. 5-year contract. The Bromine derivative molecule has been used for the last 15 years for API, but this is for a new API. Market share for this molecule 70-80%
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ANNOUNCEMENT-
The man, the myth, the legend - Ishmohit Arora of SOIC will be joining us on Clubhouse ♣️🏡
Tuesday, 7th September, at 9.30pm
Believe me, you don't want to miss this historic sesh. Stay tuned for more info!
@ishmohit1
@soicfinance
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Twitter handles worth following for investment-related tweets & info-
1.
@soicfinance
&
@ishmohit1
2.
@unseenvalue
3.
@punitbansal14
4.
@itsTarH
5.
@Shubham_TLI
6.
@MeyyappanPl1
7.
@MultipieSocial
8.
@AimInvestments
9.
@abhymurarka
10.
@ValueInvestor27
11.
@VineetGala
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For all the SOIC fans,
Hosting
@ishmohit1
of
@soicfinance
along with
@BahirwaniKrish
on Sunday at 7 pm.
Going to be an amazing masterclass. Don’t miss his debut on Twitter Spaces!
Sunday 7PM, set a reminder! Please join us!
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Which are the 3 companies you would hold for the next 10 years? With only 1 change allowed, in case the thesis goes down the drain
(Feel free to give your reasons)
For me, Syngene, Nestle & Tata Consumer.
The change would be Divis Labs
RT for wider reach please 🙏🙏🎉🎉🧐🧐
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If you love SOIC and Ishmohit, you’re in for a treat soon!
@soicfinance
@ishmohit1
Hinting at something here, hoping it works out! ♣️🏡
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Hikal AGM
Here’s a thread on some clarifications and guidance the management gave to a multiple part question.
Please note - Forward guidance doesn’t always play out exactly as planned in a lot of companies, however, yesterday’s guidance has made me hopeful for the future
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Can confirm that Mr Samir Arora of Helios will be joining us at the 'Investors India' club on Clubhouse on 20th October 2021 at 7:30pm IST. Please join us for this historic event.
Block your calendars. 20th October, 7.30pm IST. You don't want to miss this one
@Iamsamirarora
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Here is a list of videos to help you understand the basics (and a little extra) of the pharma sector -
1.
2.
3.
4.
(Watch all Parts)
5.
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Tomorrow at this time we’ll be hosting Tariq (
@itsTarH
) on Clubhouse. Not one to be missed!
Join us tomorrow at 6 on Clubhouse. Link in pinned tweet!
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Big big thank you to
@ishmohit1
and
@soicfinance
What a sesh on Clubhouse! Hope you guys enjoyed the session. Thank you so much to everyone for attending!!
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Ladies and gentlemen, more amazing news!
Jiten Parmar, Co- Founder of Aurum Capital will be joining us at ‘Investors India’ on Clubhouse.
Sunday, October 3rd - 7:30 pm
You really don’t wanna miss this one!
@jitenkparmar
@CapitalAurum
Spread the word. The more, the merrier!
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Ladies and Gentlemen,
@ishmohit1
of
@soicfinance
will make his much awaited Twitter spaces debut tomorrow at 7pm!
Hosted by
@BahirwaniKrish
and I
The perfect way to spend Sunday evening. Please join us!
Share and retweet to spread the word
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Unusual Billionaires x1
Joys of Compounding x1
Mastering The Market Cycle x1
Value Investing and Behavioural Finance x1
The Dhandho Investor x1
One up on Wall Street x1
The Psychology of Money x1
Like, RT and follow to enter if interested
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We’re on a roll at ‘Investors India’. Our next guest is Tariq. You probably know him from his amazing threads on
@itsTarH
Saturday, 6pm. Tuuuuuuune in!!!!
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Creating a thread for a list of resources I use for my research and you should too!
(Disclaimer - my research includes but is not limited to only these resources)
If you find this helpful, please retweet for maximum reach. I will be super grateful.
🎉🎉📗📗🔝🔝
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I don't own a single large cap. All small and midcaps. Can you imagine the state of my portfolio? 🤮🤮😭😭
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You ask, we deliver!
Hosting a Q&A with boy wonder
@saketreddy
on Sunday 23rd January at 9pm!
I repeat, Sunday, 23rd January, 9PM.
Set your reminders!
Will be an EPIC session! Hope you can join us!
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Today's the big day ladies and gentlemen! Hosting Ishmohit Arora of SOIC for a Q&A on the 'Investors India' Clubhouse.
Join us at 9.30pm tonight! Send in your questions, please!
@ishmohit1
@soicfinance
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Struggling to break the 3000 followers resistance zone. Keep falling to support levels of 2970 after non-investing related tweets 😂
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My pick for the year is Hikal.
Won’t beat around the bush. It might not play out in 2022 itself but might take a couple of more years but would still pick this personally if fundamentals stay like this.
Disclosure- Invested, super biased and not an advisor
🚀👌🤞🧿
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I should make a thread on the number of times I have been allotted 0 shares
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Thank you Ishmohit and team SOIC for your selfless contribution. Cannot thank you enough for this selfless act. Eternally grateful!
@ishmohit1
@soicfinance
For those who wish to contribute, here is the link-
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So, here’s the much awaited Radico Khaitan annual report thread. Here are some points that were key highlights for me. Thanks for being patient!
Please like and retweet for more reach, if you enjoy the thread. Cheers 🥃
#Radico
#RadicoKhaitan
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Another solid webinar by
@ishmohit1
and
@soicfinance
on Low Float!
If you’re not a tribe member, you should seriously invest in becoming one. Super value and worth every ₹
As always, nothing is ever a paid promotion just saying what I really feel
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The man, the myth, the legend KBC (Karn Bir Chaudhary) is now on Twitter!
Show him some love and hit the follow button. What an insightful 1st tweet and long may these amazing tweets continue
@Delhi_Investors
@academy_share
Replicating the outcome isn't the answer. Replicating the process is.
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Won’t do a typical Mahurat picks but here are 3 companies I like for the next 3-5 years
1. Hikal
2. Polycab
3. Tata Consumer
Invested in all 3 at significantly lower levels. Best to get these when they correct. This is not a recommendation, by any means.
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Ladies and gentlemen, hope you’re ready!
Jiten Parmar, Co- Founder of Aurum Capital will be joining us at ‘Investors India’ on Clubhouse TOMORROW
Sunday, October 3rd - 7:30 pm
You really don’t wanna miss this one!
@jitenkparmar
@CapitalAurum
Spread the word peeps
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It isn't too late to learn about the Sugar & Ethanol
(Go in this order)
1.
2.
3. (Most Important)
4.
5.
6.
7.
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Boy wonder
@saketreddy
makes his much awaited Twitter debut at 9pm tonight!
@BahirwaniKrish
and I are looking forward to hosting this young investing machine. Don’t miss this one!
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Finally met the one and only
@ishmohit1
it was a pleasure meeting you sir 🚀🚀🚀🔥🔥🔥Hopefully many more to come
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Watching all the Sanjoy Bhattacharya content I can get my hands on. Wish I had got my hands on his wisdom sooner. Well, better late than never. Amazing!
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UPDATE -
You ask, we deliver!
@BahirwaniKrish
& I will be hosting a Q&A with investing boy wonder
@saketreddy
Sunday, 23rd January, 9PM!
Set your reminders!
Will be an EPIC session! Hope you can join us!
Retweet & spread the word, please!
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@Carra23
Maybe you should stop sucking up to the premier league and Sky and actually speak out sometimes on things that are wrong (even when they don’t involve Liverpool)
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ANNOUNCEMENT-
In case you missed it,
@BahirwaniKrish
,
@Finvents
& I are hosting the legendary
@Gautam__Baid
Author of the bestseller 'The Joys of Compounding'
Tomorrow 8th December, 10 am IST.
Believe me, you really don't wanna miss this one!
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Added more books
The most important thing x 1
Intelligent investor x1
Coffee Can Investing x1
Mastering the Market Cycle +1
Unusual Billionaires +1
One up on WallStreet +1
Value investing & Behavioural Finance +1
Joys of Compounding +1
Dhandho Investor +1
Psychology of Money +1
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@EvertonViews
Lad what are you saying?!? He’s been one of our better players over the last few years. His work rate is second to none. Tracks back. Creates great chances (look at the number of good ones) Versatile. Been played out of position and put in shifts. A few points for you to consider
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"Remember this, gold has helped the financially illiterate in this country to safeguard their wealth"
Speaker at IIC
@IIC_Conference
What a powerful line!
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Why does Ronald Koeman persist with starting Ashley Williams?
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What a session!
Thank you
@Gautam__Baid
for being magnanimous with your time and all the wonderful insights. Your presentation was immensely valuable for all of us.
Thanks,
@BahirwaniKrish
@Finvents
solid as always
For those who missed it, the recording will be uploaded soon.
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What a book! A must read for investors. A lot of contrarian stuff too, amazing!
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Hikal, solid numbers!
Especially, given the flooding, rm pressure and logistics costs. Ignore the estimates and that comparison, think it’s a farce.
Raw material pressure and logistics costs would be interesting to note in the next couple of quarters.
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With the legend KBC (Karn Bir Choudhary)
I prefer (Karn Banayega Crorepati)
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Thode aur books add kar diye
Richer Wiser Happier x2
Capital Returns x2
Coffee Can Investing +1
The most important thing +1
Intelligent Investor +1
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After getting cured for my initial infection, I now have covid today. Fml so hard man. Please give me blessings and good vibes people will take whatever I can get at this point. Thank you. And for those who have put the nazar watch out this ones going to sting once it’s back
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Ladies and gentlemen,
@BahirwaniKrish
and I will be hosting
@sahil_vi
for an interesting discussion on everything related to investing. It will be a good old fashioned Q&A
FRIDAY, 7 PM on 24th December. Pre Christmas eve celebrations on Twitter Spaces!
Please join us!
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If you’re new to the wonderful world of investing, start with -
1. Psychology of Money - Morgan Housel
2. One up on Wall Street - Peter Lynch
3. The Little Book that Builds Wealth - Pat Dorsey
4. Value Investing & Behavioural Finance - Parag Parikh (Indian Context)
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Breakout on heavy volumes courtesy of the legends at
@academy_share
Thank you! Super grateful!
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What an epic session on
@Delhi_Investors
today with
@SamitVartak
moderated by
@ishmohit1
!
Yet another amazing sesh put together by the DIA team
@cautkarshpandey
@BahirwaniKrish
@saketreddy
@saket1974
&
@vishal_chandi
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Good times man, both of us bladdered, hahaha! What a man, what a legend!
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What an amazing session on Clubhouse with
@itsTarH
Thanks for being super generous with your time, had an absolute blast!Thanks to everyone who tuned in!
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ANNOUNCEMENT-
Due to unforeseen circumstances, we won’t be hosting
@saketreddy
tonight as he’s down with Covid. Please wish him well. Sorry for the inconvenience. Have rescheduled the session and will confirm the date in a few days.
@BahirwaniKrish
@Delhi_Investors
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Another big day today boys and girls! Get ready for Tariq (
@itsTarH
) on ‘Investors India’ at 6 pm tonight.
Check out his beautiful threads on Twitter to get you excited for the session.
Here’s a link to the session. 6pm. Tonight. Be there!
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I hold 25 companies and want to bring it down to 18. So hard to do man
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Q&A with the legendary Samir Arora of Helios Capital. Tomorrow night, October 20th at 7.30 pm!
The session will NOT be recorded so don’t miss and regret this one! Will be spicy after the day we had today.
DM me your q’s ahead of time so I can pull you up
@Iamsamirarora
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Tremendous video on Solara by Shashank
@ValueEducator
@saketreddy
you might enjoy this brother
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@JakeraChoudhury
If you put a frog in a pot of boiling water it will instantly leap out. But if you put it in a pot filled with pleasantly tepid water and gradually heat it, the frog will remain in the water until it boils to death.
Now connect this analogy to your original tweet
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Fiscal deficit as a percentage of GDP is a bullshit measure. It's like me measuring my spending not compared to what I earn, but what my society earns! It should be compared to the revenues earned not the GDP
- Siddhartha Bhaiya at
@IIC_Conference
Another POWERFUL line
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Before I go to bed, from the bottom of my heart, I want to thank all of you who join our sessions and stay with us throughout. Sorry for the hiccups like the technical glitches and not being able to take some q’s. Just want to let you know that you are appreciated, THANK YOU! 💙
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Sorry the Radico thread will be delayed doing some ground research with the beverages. Sunday chill scenes innit 😂😆
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Aaj Clubhouse session mein zyaada log aayenge if the market stays like this
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Amidst all this, Investors India hit 10k members!
Terrible day in the markets but a great day discussing the same markets
Thank you to every single one of you! Especially the moderators
@BahirwaniKrish
@saketreddy
@cautkarshpandey
and KBC
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The
@ShekharGupta
interview with
@sanjeevsanyal
has got me mad excited and optimistic. Fingers crossed and more power to you
@sanjeevsanyal
said all the right things there
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Amazing session on
@Delhi_Investors
clubhouse with
@AnishA_Moonka
on the ins and outs of the Pharma sector. Thank you!
For those who missed it, highly suggest you go through the recording
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Thank you so much for an amazing sesh on Clubhouse!
@safiranand
Thank you for being so magnanimous with your time and speaking from the heart. Eternally grateful! Thank you to all those who joined as well!
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Massive thank you to
@safiranand
for the icing on the cake with a blockbuster session after the
@Iamsamirarora
blockbuster session. 2 in 1 double dhamaka! Thanks
@BahirwaniKrish
for moderating.
A big big thank you to all the listeners too, hope you benefit from these sessions!!
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P.S - Will ship the book to you with a personal note and good vibes
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Another amazing webinar and deep dive by
@soicfinance
and
@ishmohit1
Think I've found my next company to research now. Thanks again!
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Bajaj holdings promoter group adding!
Does anyone see the holding discount narrowing? 🤞🧿
Hold indirectly through PPFAS Flexi (where it's their largest domestic holding, still don't get the rationale for ITC being the 2nd largest)
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So damn disappointed. Big part of the anti thesis for Hikal was corporate governance and culture. Thought they had changed for good but back to their old tricks. Will be a tall order to rectify this mess. Hikal, you need to take human lives seriously. This is gross negligence
Something for hikal investors to keep track of:
PS: i dont track the company closely, dont have any views.
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Always remember, bulls make money, bears make money but pigs get slaughtered.
Don’t be a pig and make impulse decisions
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Credit to these legends! Thank you! Upper circuit lagne wala hai 😂
DEAR FRIENDS ...SHOW HIM SOME GRATITUE .. HE IS ONE OF OUR FAVOURITE WHO IS ALWAYS READY TO HELP RETAIL INVESTORS IN MARKET ...GO AND FLOOD HIS PROFILE WITH FOLLOWERS ...........IN RETURN DEMAND QUALITY KNOWLEDGE AND GOOD STOCKS ..............
DO GOOD , AND FIND GOOD
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If the market stays like this or declines further, aaj Clubhouse mein bahut mazaa aayega
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Another amazing webinar by
@ishmohit1
@soicfinance
Thanks for answering my Q's and clarifying!
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Join
@BahirwaniKrish
& me as we welcome
@NeilBahal
, CIO, Negen Capital &
@smallcaseHQ
manager for “A Masterclass on Special Situations & Global Investing” on Tues, 18th Jan at 4 pm
Link to join
Neil's smallcase
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Honoured to be followed by Dr. Velumani of Thyrocare. He was our first ever Q&A guest on the Investors India Clubhouse.
Thank you and still super grateful!
@velumania
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Also, if we get too many likes, RT's and follows. Will add a few more books to the list to increase the odds of people winning
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