Anand Shah @Anand_shah07 Twitter profile

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Anand Shah

@Anand_shah07

6 months

CNC machine, Construction equipment ,Defence, power..If you have all these sector companies as your clients and a capital infusion by the powers that matter to augment the manufacturing capabilities..double dhamaka..

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Anand Shah

@Anand_shah07

4 months

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Anand Shah

@Anand_shah07

2 months

#IAS2024 My dominant thoughts.. People talk more.. listen less... observe lesser, crave validation of their process over its success, put views out more than they take in, are more at ease with rigid frameworks than fluid concepts....expend energy on sweating the small mundane

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Anand Shah

@Anand_shah07

1 year

A lot of capex planned in pharma and chemical sector. An ancillary play seems to be a commonsensical idea.

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Anand Shah

@Anand_shah07

11 days

A 300 cr company lands up a 180 odd cr order in a high tailwind sector..Time to dig up some more .

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Anand Shah

@Anand_shah07

3 years

Received my journal.Quite a handy piece.The checklists make it easier to guide your thought process..Putting down the thesis pointers on record makes you think hard and right. @soicfinance .Wishing for higher echelons of success for the entire team.

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Anand Shah

@Anand_shah07

8 months

1Cr equity, favourable valuation, mining tailwind , cryogenic insulation greenshoots... everything lined up. Sales uptick..is the only hole to plug...

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Anand Shah

@Anand_shah07

5 months

A few formulas on Screener helps you find the right set of stocks in a few minutes...To know how to make money consistently off it takes ages...

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Anand Shah

@Anand_shah07

1 month

Recent event : I could sense fault lines with the elitist institution and its loyal followers on one side and the majority of the participants who embodied all the good and bad of the current flavour of investing on the other side. One lot listened to the speakers to validate

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Anand Shah

@Anand_shah07

7 months

Solar EPC/ Renewable play started off at favorable valuations leading to multi bagger returns...Expecting the same kind of returns for data center (EPC) /Water management EPC in the same time frame is getting greedy....and setting oneself up for disappointment..

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Anand Shah

@Anand_shah07

5 months

When it comes to active investing, motivation is crucial. Make sure you really want to do it. People are often drawn to the "easy" money . It's easy in the sense that all it takes is money to get underway in here. But more than money is involved. Self understanding

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Anand Shah

@Anand_shah07

7 months

Over the years of being a market participant i have realized that the real kick isn't in just making the money but in getting one's "closely held" thesis validated by the markets and then making the money on it... that is something an investor lives for I guess..

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Anand Shah

@Anand_shah07

11 months

#alphaideas2020 It was a pleasure to share the frame with some of the brilliant idea generators...

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Anand Shah

@Anand_shah07

3 months

Taking a loss can be emotionally hard, but taking a profit can be even harder. Taking a profit requires more thought .When your investments move in your favor, you need to decide whether to stay put, book out or add to your positions .

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Anand Shah

@Anand_shah07

2 months

@shyamsek @LuckyInvest_ARK @ashwinidamani I was about to become a gold smuggler to safeguard my social standing..Thank you for clearing things..Will continue to remain a SME investor..

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Anand Shah

@Anand_shah07

2 years

If you are serious about creating wealth you need to start creating a good ecosystem of subscriptions like trendlyne, screener, tijori ....., forums like valuepickr, alpha ideas...access to sites like safal niveshak (value investing), equitymaster ( one of my oldest associations)

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Anand Shah

@Anand_shah07

2 months

Markets have been giving a small reality check to a lot of investors about their skill/mindset to generate meaningful consistent returns. Decision making is suffering as a result.

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Anand Shah

@Anand_shah07

2 years

@thekaipullai Grew up in between Doordarshan and Zee Tv... Grew up in between playing marbles and playing pool.. Grew up in between Udupi hotel vada sambar and street side " Chinese"..

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Anand Shah

@Anand_shah07

6 months

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Anand Shah

@Anand_shah07

1 year

Hydrogen is 20 times more explosive than petrol, which makes storage and transport difficult. The safest way to transport is by converting it into ammonia (special pipelines to transport hydrogen are very expensive at present).

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Anand Shah

@Anand_shah07

18 days

It was great meeting all friends although briefly... #alphaideas2024

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Anand Shah

@Anand_shah07

10 months

And yet again..

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Anand Shah

@Anand_shah07

4 months

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Anand Shah

@Anand_shah07

3 years

@safiranand Just off the recordings of yesterday's session of #IICSeason7 . As always listening to your outlook was a pleasure. A gentle nudge towards a broader perspective..

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Anand Shah

@Anand_shah07

8 months

@Aditya_joshi12 @akgpt21 @sainaman2 @NitinKasliwal3 @MayaRao Aditya bhai..i hope people understand the the value of a platform like #Sovrenn and build on their successes .. It's been a great info kit for me. My best wishes to the entire team..Regards..

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Anand Shah

@Anand_shah07

5 months

It's a privilege to experience the "India story" from a vantage point of an investor. Wishing all of you another five years of amazing wealth creation.

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Anand Shah

@Anand_shah07

7 months

Too much stimulation over the last year has caused mental fatigue in most..Impulsivity in decision making increases with mental fatigue..You will thank yourself later for taking a step back now...Go back to the drawing board and come back evolved and ready for a fresh innings..

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Anand Shah

@Anand_shah07

2 months

Lots of Twitter gurus in the latest bull market...

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Anand Shah

@Anand_shah07

6 months

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Anand Shah

@Anand_shah07

2 months

In boring situations, your mind drifts. It loses focus. It gets impatient. In uncomfortable situations, your mind panics. It gets anxious. It gets defensive. It goes into fight-or-flight mode. In both cases, your mind becomes a weapon against you. We need to learn how to be

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Anand Shah

@Anand_shah07

26 days

Individual investors are always oscillating being in the echo chamber of one's thoughts and being bombarded by the cacophony of fellow investor's views .. Reaching and maintaining the equilibrium between the two allows for greater self-awareness, emotional regulation, and the

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Anand Shah

@Anand_shah07

9 months

Idea generation is no longer an issue for the committed... Add worthwhile allocation, riding the volatility, having equal measures of flexibility and tenacious conviction and knowing which one to selectively draw upon, rising above the ever increasing noise,

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Anand Shah

@Anand_shah07

1 year

Medical devices market is set to grow at CAGR of 25 percent as per Niti Aayog National Medical Devices Policy implementation would help the industry reach its potential

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Anand Shah

@Anand_shah07

1 year

Explosives, Perlite based Cryogenic insulation.. Filter aids....@ 176 cr mcap.... good recent results..worth a deep dive...

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Anand Shah

@Anand_shah07

2 years

Chlorine, Bromine, Phosgene, Fluorine......been there done that.. Iodine.. now that needs exploring..

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Anand Shah

@Anand_shah07

5 months

and self mastery are critical. You have to be willing to put in the time and effort to learn about yourself, and to do what it takes to change attitudes and behaviour so as to make them consistent with your investing objectives. There's nothing easy about this "easy" money..

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Anand Shah

@Anand_shah07

2 months

India’s journey towards becoming a USD 5 trillion economy requires a robust and secure payments ecosystem.The rise of digital payments has been remarkable, over 100x in the last 9 years from 127 crore in 2013-14 to 12,735 crore in 2022-23. However, digital fraud has also surged,

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Anand Shah

@Anand_shah07

2 months

#IAS2024 ...Meeting of old friends and making new ones..Learning new things and unlearning old ones..

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Anand Shah

@Anand_shah07

2 months

For all the young aspirers...

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Anand Shah

@Anand_shah07

19 days

Micro textile company. Technically competent management..Conservative..Solid..Aiming higher... Walking the talk.. Balancing the tilt from "seasonality" products towards specialized protective gear. Available at valuations which are mouthwatering.. Going rip wan winkle on it ...

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Anand Shah

@Anand_shah07

9 months

@abhi16446 Kilpest, titan biotech..skp bearings...these guys are rewriting the definition of patience...

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Anand Shah

@Anand_shah07

8 months

Under-rated play...

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Anand Shah

@Anand_shah07

6 months

Small arms, scopes, gears, combat systems ......The trajectory of the puck seems to pass through the newer defence players over the next few years..Should be interesting...

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Anand Shah

@Anand_shah07

3 months

Most investors fail to realize that the greatest damage from a bad investment decision is often not the loss on account of that decision but the lost profits of the subsequent good opportunities not taken due to the destabilizing effect of that bad decision.

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Anand Shah

@Anand_shah07

9 days

Talking about investing specifically, I am reminded here of the Feb. 2016 memo from Howard Marks where he wrote this – My buddy Sandy was an airline pilot. When asked to describe his job, he always answers, “hours of boredom punctuated by moments of terror.” He goes to explain

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Anand Shah

@Anand_shah07

8 months

i am told that a successful investor has to have all of his pf holdings firing together at least in the bull run on the way to 5-10x..it seems if one doesn't own such a portfolio he/she is wasting time..😕shit..

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Anand Shah

@Anand_shah07

1 year

@ias_summit

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Anand Shah

@Anand_shah07

5 months

"Always leave the table while you still feel you could eat a little more" Seems like a golden rule of exit..

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Anand Shah

@Anand_shah07

3 months

This bull market as the ones before it has made a lot of money for a lot of people. However many of these people as always will find it difficult to hold onto their gains going ahead and use it to pocket bigger gains.

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Anand Shah

@Anand_shah07

2 months

EPC (move aside--- road, water, solar ...) player with an extremely tight working capital cycle , minimal debt , advances from the customers , 1000 cr order book executable in broadly 2 years, 10% PAT margins, pure play on the economic activity, decent valuations...merits a look

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Anand Shah

@Anand_shah07

6 months

Keep mowing.. Don't get wedded to your choices. Keep reviewing and renewing your choices.. Do not fight the tape..

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Anand Shah

@Anand_shah07

2 months

Going through the much touted cycle of emotions while investing is only natural. The challenge is how you react to the peaks and valleys, especially when the market dips – a lot.

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Anand Shah

@Anand_shah07

9 months

Many of us, seeing we have made a profit of 40% in one of our stocks, start actively looking for another company to invest the money into – instead of leaving it invested. This is precisely why lots of investors never become very successful.”

Are You Prepared?

In rising markets, it’s easy to nonchalantly talk about risk, patience, and the conviction necessary to hold through volatility. But you will eventually be tested.

microcapclub.com

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Anand Shah

@Anand_shah07

1 month

Always trying to hear the markets as it wants to be heard...and I hear noise ...a lot of noise... I am no longer sure of the play I should be making.. the residual bull market dopamine is proving difficult to control..

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Anand Shah

@Anand_shah07

9 months

Long term mindset...

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Anand Shah

@Anand_shah07

6 months

@vipul_mak Just have to post a list of company plants to visit..and a thorough analysis will come through..life has become so easy with you around...enjoyed the tour too.🙂

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Anand Shah

@Anand_shah07

5 months

providing end-to-end automation for warehouse operations to improve performance and accuracy through fleet of automated robots, materials handling technologies, systems integration services, and AI-powered software. Is this the possible end game for the new kids on the block?

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Anand Shah

@Anand_shah07

1 year

Another RIR in making ? worth a deep dive for sure..

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Anand Shah

@Anand_shah07

6 months

@microbetsindia Techknow green.. Panasonic energy Refex renewables... Now tht I have put it out...the list looks scary to me as well...fingers crossed...

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Anand Shah

@Anand_shah07

3 months

Solid waste management as a business comprises primarily of municipal SWM for now. Rapid urbanization and consumption coupled with stirrings of awareness is fanning the strong tailwinds for the "solid waste management business".

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Anand Shah

@Anand_shah07

1 month

The valuations of any sector with tailwind will not remain the same till actual saturation/disruption is visible in the sector. The markets will price it in much ahead. One needs to be emotionally unattached to the ongoing narrations to recognize this subtle slow shift and be

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Anand Shah

@Anand_shah07

5 months

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Anand Shah

@Anand_shah07

6 months

The insignificance of our existence...and yet most of us think the universe revolves around them...

Learn Something

@cooltechtipz

6 months

The scale of the Universe.

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Anand Shah

@Anand_shah07

4 months

Indian equity investors....experiencing the "sone ki chidiya" days of yore...

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Anand Shah

@Anand_shah07

7 days

This reg tech company has been around for some time now. Numbers are playing out. Revenues up by 45% YoY..PAT up by 198% YOY.. Chinese Bamboo...?? The credentials of founder and CEO are impeccble . Pratithi Investments ... Family Office of Mr Kris Gopalakrishnan dipped their

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Anand Shah

@Anand_shah07

6 months

Mining / construction equipment(tailwind) play, sales and profit uptrend, valuation comfort, small equity base, new equipment manufactured under " Make In India", export potential being explored.. dependence on one client for nearly half of the revenue for now though..

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Anand Shah

@Anand_shah07

19 days

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Anand Shah

@Anand_shah07

11 months

And the learning continues... #SMSIC

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Anand Shah

@Anand_shah07

9 months

Travails of small cap / microcap / nanocap investing...Headline index all time high while portfolio is barely above the water...one of those days....

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Anand Shah

@Anand_shah07

6 months

Boss trying to crack deals in US and me trying to get a snippet of ownership to leverage his effort to make money.. I cannot think of a lazier way of creating wealth and yet the whining for standing in queue for a couple of days to get the ownership....Are we spoilt or what?

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Anand Shah

@Anand_shah07

6 months

@vipul_mak You visit...I invest...🥳

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Anand Shah

@Anand_shah07

3 months

Winning is one thing ..retaining the winnings is quite another... keeping on winning consistently is the cherry on the top. It requires a more evolved you. What got you here won't get you there..

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Anand Shah

@Anand_shah07

2 months

@vipul_mak @MashraniVivek @ishmohit1 @soicfinance @cautkarshpandey @DEBU_NEOGI Vipul..knowing you has been an absolute multibagger for me...cheers mate..Best wishes💐

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Anand Shah

@Anand_shah07

7 months

The restlessness of quite a few of the market participants has increased with the languishing price action....all the gyaan seems useless now...i hope these people use this down time to course correct the "mental aspects ".

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Anand Shah

@Anand_shah07

5 months

Warehouse automation...Interesting space..

ITC | Warehouse Automation | FMCG Warehousing | ASRS | Addverb

Discover how Addverb's cutting-edge solutions transformed ITC's warehouse operations! From increased efficiency to seamless automation, find out how Addverb ...

www.youtube.com

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Anand Shah

@Anand_shah07

1 month

India's financial sector has been experiencing phenomenal growth. And yet, amidst this progress, lies a persistent challenge: unclaimed investments. Millions of rupees remain dormant in stocks, mutual funds, provident funds, and other financial instruments for various reasons.

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Anand Shah

@Anand_shah07

1 year

@microcp2mltibgr @StocksTreasures SKF is outsourcing the rolling elements from SKP India to the best of my knowledge.This might be very well replicated by other biggies.SKF and Timken are the key clients of SKP Bearings..

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Anand Shah

@Anand_shah07

17 days

@AI_Feb21

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Anand Shah

@Anand_shah07

10 months

Chemical play@ 7 times sales @ 80 pe...estimated sales growth 5x in 5 yrs with slightly improved ebitda....and I am told money is yet to move to spec chem space.....trading bet / structural bet?

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Anand Shah

@Anand_shah07

8 months

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Anand Shah

@Anand_shah07

4 months

Making small movements towards a goal , not the achievement of the goal , is what matters in helping you to become all that you can be..

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Anand Shah

@Anand_shah07

3 months

Get rid of the these thoughts coz they will interfere with your ability to think rationally. Counting money in a winning investment is a flashing red light because your emotions are kicking in and overriding your intellect.

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Anand Shah

@Anand_shah07

7 months

Awarded by the Railway Energy Management Company Limited [a joint venture (JV) company of Indian Railways and RITES Limited] and Power Purchase Agreement (PPA) signed by the South East Central Railway (SECR) for 25 years, this 50MW solar power plant is the largest solar power

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Anand Shah

@Anand_shah07

14 days

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Anand Shah

@Anand_shah07

8 months

#MSMEDefenceExpo was astonished to see the interest shown by the general public in the future of indian defence ..

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Anand Shah

@Anand_shah07

2 years

@drprashantmish6 You are putting a lot of fintwits to shame..sir. Excellent article.. Holding the company..

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Anand Shah

@Anand_shah07

1 year

@vpsjdon @deystrix @Joydas Accepted...This should start with us voting 100% in the local elections and then start questioning the local municipal corporators,mla's in person.Tht would much more interesting and productive than shitting on twitter. as most do under the guise of making the leaders accountable

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Anand Shah

@Anand_shah07

7 months

If your morning starts with such a message from your mentor..you know that someone's got your back and is helping you to remain centered.. Deeply appreciate my mentor's ecosystem..

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Anand Shah

@Anand_shah07

20 days

@LearningEleven *Your investing style should be in complete sync with your "money" personality. *Don't let winners and losers linger in your thoughts,line up for the next one . Shekhar bhai ..my twiddly twos..

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Anand Shah

@Anand_shah07

4 months

You bring to all situations a set of lenses or perspectives comprised of life principles formed in the past. These perspectives also influence your reactions to all investing situations .You often misperceive the action and see only what you saw before and what you expect to see.

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Anand Shah

@Anand_shah07

2 years

#IIC_Conference amongst my oldest associations. providing invaluable exposure to level headed content. my regards @Jatin_Khemani

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Anand Shah

@Anand_shah07

10 months

@abhi16446 The way it's moving I forgot that I have this in the portfolio...Any more patience and I can join a monastery..😕

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Anand Shah

@Anand_shah07

1 year

Infection of Success : Success is a moment in time. It’s achieved, and then it goes. It’s not a continuum that repeats in perpetuity. Some believe success simply repeats itself, but that’s wrong.

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Anand Shah

@Anand_shah07

3 months

An amateur can tie his mind into a knot trying to decide what to do about the profit. One of the worst mistakes of amateur investors is to counting paper profits and thinking what can be bought with them.

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Anand Shah

@Anand_shah07

10 months

@LearningEleven Awesome Shekhar Bhai...People will benefit immensely from your experience and ecosystem....way to go..

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Anand Shah

@Anand_shah07

16 days

Money is an energy flow.A flow of any kind is incompatible with rigidity ,whether of ideas or behaviour. A preconceived notion of how things ought to work may serve us well as long as everything develops along predictable lines.But it will betray us when we find ourselves

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Anand Shah

@Anand_shah07

3 months

One may need to revisit their equation with money and make it of free any prejudices and attachments to be able to take the decisions that matter.. else, self sabotage is just around the corner.

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Anand Shah

@Anand_shah07

9 months

@Manojeet_Das prudent parrot is amongst those who are the voice of value and sanity in these crazy times. Waiting for the next gem..

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Anand Shah

@Anand_shah07

1 month

S&P Global Ratings has revised India’s credit rating outlook from ‘stable’ to ‘positive,’ highlighting policy consistency, significant economic reforms and substantial infrastructure investments as key factors driving sustained long-term growth. The projected growth of India’s

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Anand Shah

@Anand_shah07

1 year

@rajendray SKP Bearings

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