Shankar Nath @shankarnath Twitter profile | Pikagi

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Shankar Nath

@shankarnath

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27,000+ investors read my newsletter at | Youtuber | Solopreneur

My Youtube channel ►

https://t.co/7kngDbExEQ

Joined May 2008

Don't wanna be here? Send us removal request.

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@shankarnath

Shankar Nath

6 months

My newsletter crossed 10,000+ subscribers yesterday 👏 And in a pleasant surprise, an additional 1,000 subscribers have joined in today This growth is fuelled by some well-researched investing stories & here are SEVEN of the Top Viewed ones ♥️ Kindly RETWEET this thread 🧵

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@shankarnath

Shankar Nath

3 years

Let's teach this to every 25 yr old [1] Invest ₹1000 every month in a flexicap/ELSS/Nifty50 index fund (assumed yr return=12%) [2] Increase amt by ₹100 every year Corpus at retirement (60 years) = ₹1.02 crores If s/he gets it, then pls also explain inflation to them

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@shankarnath

Shankar Nath

3 years

[THREAD] Why Rakesh Jhunjhunwala invested in Titan Company Limited? (a premise) Rakesh Jhunjhunwala first invested in Titan Industries (as it was then called) in the 2002-03 period. The stock was available for an average of ₹60 per share 1/n

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@shankarnath

Shankar Nath

7 months

Dear all - I'm thrilled to share a significant moment in my creator journey & that is to receive this Silver play button from YouTube for reaching the 100,000 subscribers milestone I want to express my heartfelt appreciation to every single subscriber, viewer, commenter and

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@shankarnath

Shankar Nath

7 months

@Akshat_World Unfortunate but changing times. The incoming workforce (ppl in their 20s, early 30s) should expect 2-3 layoffs throughout their career. The focus should move from regret to preparation (mentally & financially). I might have made this sound easy, it isn't!

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@shankarnath

Shankar Nath

6 months

@Akshat_World I've spoken to dozens esp. conservative FD-type investors .. and the one area they aren't differentiating well is -- what is risk? what is volatility? In financial terms, risk means permanent loss (a reduction in capital) while volatility is the variation in returns over time.

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@shankarnath

Shankar Nath

6 months

@Akshat_World These are many questions bundled into one note, Akshat. Let me try to break this down: 1. Why to pay capital gain tax on the principal after it has already been taxed? [A] Capital is finite and accretive in nature. Start from the beginning of time. Someone started with 1 rupee

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@shankarnath

Shankar Nath

6 months

@Akshat_World The point on taxes is spot on. For instance: ► PPF is 8% post tax. Assuming a 30% tax slab, this comes to 8%/(1-30%) = 11.4% ► Nifty 50 is 12% pre tax. At 10% LTCG, this comes to 12%*(1-10%) = 10.8% For the record: I'll still put most of my money on equities because it's 12%

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@shankarnath

Shankar Nath

6 months

@Akshat_World You one-upped me, Akshat .. I was about to write something to this effect later today :) Adding to your note, I came across 100 years of data that tracked the interest rates in the US with the stock market performance (S&P 500) It's evident from here that as interest rates go

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@shankarnath

Shankar Nath

6 months

@sahilbhadviya Delta - agreed; there are grey areas there But in PayTM Payments Bank's case, its seems their own doing. The RBI fined them ₹5.39 crs for breaching KYC norms and lack of regulatory compliances. It's a long list -- a) failure to identify beneficial owners b) failure to monitor

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@shankarnath

Shankar Nath

1 year

5 Months, 5 Days 50 Videos 50,000 Subscribers Give me a high 5 ✋ 😊

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@shankarnath

Shankar Nath

6 months

@sahilbhadviya Great post, Sahil. The entry point (high valuations in 2021) is one side of it. The other side is the story itself and some of these companies are in mature (not declining) industries For instance - HUL is likely to be an 11% growth, 24% operating margin business for many years

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@shankarnath

Shankar Nath

8 months

@rishsamjain Yup, the website isn't working. There is no mention on Sandeep's original website too. But I have to say -- coaching is bada business worldwide :)

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@shankarnath

Shankar Nath

7 months

@sahilbhadviya Not just betting .. the list is rather long a) The showrooms & manufacturing facilities are owned by the promoters & not the company b) Investigation by SEBI involving irregular dealings in listed companies c) CBI investigation over loan fraud d) Fined & debarred from

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@shankarnath

Shankar Nath

6 months

@dmuthuk There are many subtle messages in your post, Muthu sir. Loved it! Firstly, the two points you bundled together -- 1. earnings potential and 2. difficult to do (behaviour). Then Mr. Jhunjhunwala's persistence with Titan Now I'm second-guessing here but maybe what happened is ---

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@shankarnath

Shankar Nath

8 months

Well said

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@shankarnath

Shankar Nath

5 months

I was taking stock of the investing ideas presented in my newsletter and here's the update It's still early days (many picks have multi-year unfolding) but I'm happy with where we are ❤️ If not done yet, please consider subscribing to my newsletter (link is in my bio)

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@shankarnath

Shankar Nath

7 months

It's interesting when some Western expert says "India is where China was 20 years ago". But I've never heard anyone declare -- "China is where the US was ___ years ago" It's an important question because China has changed their definition of growth over the last 10 years. No

@theMihirV

Mihir Vora

7 months

India versus China: debate becoming mainstream and clearly in favor of India India: flourishing Democracy China: didn’t turn out as promised - Investors who invested 15-20 years didn’t get what the thought they were investing in - China didn’t open up and became more

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@shankarnath

Shankar Nath

6 months

Here's some quick and impressive math around disciplined investing & longevity I've assumed a 12% growth in returns here Results: 1. In year 7 -- my capital gains for the year (₹12,107) is higher than the investment in that year (₹10,000) 2. In year 31 -- remarkably, my

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@shankarnath

Shankar Nath

5 months

75% .. Magic! 🧙‍♂️ Many thanks to @aseemsharma for compiling data around the stocks I presented in last year's video on Magic Formula Investing That video was released a little over an year back (Jan 2023); Aseem mapped the 1 year stock price performance and an equal weighting

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@shankarnath

Shankar Nath

6 months

“Best Mutual Fund” --- thousands of people owe it to these three words - For many Youtubers, it's often their best performing video - For financial advisors, it's the most common question asked of them - For a banker, it serves as an apt ice-breaker - For robo-advisors &

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@shankarnath

Shankar Nath

6 months

@aditya_kondawar I'm one of the schmucks who bought Titan in 2004 at ₹80 and sold it at a 100% profit 😭 If I had held it, then my unrealised gain would be at 1,10,250% excluding dividends

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@shankarnath

Shankar Nath

6 months

@Akshat_World If I've read this right: ▸ The govt. has no role operating businesses ✅ ▸ Privatization shouldn't become abusive ✅ There are a few middle paths. Here are some options for the government: 1. Regulation (e.g. RBI, SEBI, TRAI, CCI etc.) 2. Antitrust measures to prevent

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@shankarnath

Shankar Nath

6 months

To make money in stocks, you must have -- a) the vision to see it, b) the courage to buy it c) and the patience to hold it And patience is the rarest of the three Thomas Phelps Author of the book: 100 to 1 in the Stock Market

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@shankarnath

Shankar Nath

7 months

I finally found a story that I can recite to my overconfident neighbour who now believes he can achieve 30% returns every year I'll be surprised if it makes a dent in him, but here goes 👉 A student approached his master & opened up to him : "O' master, help me. My meditation

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@shankarnath

Shankar Nath

5 months

@Akshat_World Ali Abdaal posted a video on his channel yesterday on "Why Youtubers are quitting in droves?". And the core message came to -- they just aren't enjoying it anymore Now, this is not particular to Youtubing & over 80% of people feel that way about their job. To extrapolate Ali's

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@shankarnath

Shankar Nath

6 months

How to Increase Profits by 50% or more? A friend of mine was having dinner with a seasoned businessman The appetizers had swiftly disappeared from their plates and the server was pouring a second round of drinks That's when the friend suggested the services of a management

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@shankarnath

Shankar Nath

7 months

I enrolled into a ULIP & happily paid a 36% commission Yes, you read that right. The commission was 36% for the first two years .. and I was super-happy! Here's that story: It was the year 2005. My take-home salary was ₹18,000 p.m. & I wanted to financially protect my family

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@shankarnath

Shankar Nath

6 months

O for Olympics. O for Opportunity In Oct of 2023, when PM Narendra Modi announced the country’s bid for hosting the 2036 Olympics, he chose not to name a host city – inviting speculation that Ahmedabad in the state of Gujarat could be the chosen one In what can be dubbed the

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@shankarnath

Shankar Nath

6 months

@Akshat_World Hmm .. all time high profits + revenues + lowest PE It's quite a challenge! 🙂 How about GMM Pfaudler? I'll be studying this business this week but here are some pointers in line with what you said: ▸ Sales have grown by atleast 15% every year for the last 7 years; 400%

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@shankarnath

Shankar Nath

3 years

What Rakesh Jhunjhunwala saw? - High margin of safety - Ethical management (TATA) - Lockout (not strike; temporary disruption) - Alice in wonderland valuation (getting a more powerful Titan at 1994 share price) <End of thread>

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@shankarnath

Shankar Nath

5 months

@dmuthuk Reminds me of the quote "build it and they will come" from the movie "Field of Dreams". While this doesn't fit for paints (a paint box isn't a compelling product) but it's hard to believe the Aditya Birla group wont have done their homework. Infact, I went through the press

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@shankarnath

Shankar Nath

3 years

Why Rakesh Jhunjhunwala showed interest? 1. Mcap was ₹253 crs and net current asset was ₹396 crs Even after 25% discount, the discounted NCAV per share came to ₹70.4 per share Huge margin of safety. Benjamin Graham would be proud 5/n

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@shankarnath

Shankar Nath

3 months

The Ken recently published an article titled "Why more 40-somethings are becoming ‘unwilling retirees’?" which has got many people in their late 30s & early 40s thinking. The article can be read here (paid subscribers only) : What first caught my eye

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@shankarnath

Shankar Nath

6 months

Let's teach this to every 25 year old Step 1: Invest ₹1,000 every month in a flexicap or Nifty 50 index fund (assumed yearly return = 12%) Step 2: Increase amount by ₹100 every year Result: Pre-tax corpus at retirement (at age of 60) = ₹1.01 crores Rinse & repeat for

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@shankarnath

Shankar Nath

7 months

@dmuthuk I did a quick back-of-the-envelope calculation. Surprised to see that this happen as early as the 6th or 7th year

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@shankarnath

Shankar Nath

4 months

Nothing new here! I remain shameless as ever 🤗

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I Shamelessly Cloned India’s Top Investors to Make 41% Returns |...

► Need Term or Health Insurance?Schedule a free 30-minute consultation : https://ditto.sh/0bxlo5► 26,000+ readers have joined my Investing NewsletterSubscrib...

www.youtube.com

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@shankarnath

Shankar Nath

6 months

Aggressive OR Balanced/Moderate OR Conservative We’re often told to choose 1 of these 3 which then pushes us to a world of risk tolerance, goals alignment, diversification & performance expectation There's only ONE PROBLEM if you’re a Balanced/Moderate investor – there aren’t

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@shankarnath

Shankar Nath

7 months

An Unexplored Connection between the Ottoman Empire & India's Colonial Era An interesting history lesson for all (incl. Investors) The Ottoman or Turkish empire was founded in the 13th century by the Turkoman tribal leader, Osman I .. and by mid-14th century, it had

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@shankarnath

Shankar Nath

3 years

To summarise: Why invest? - Depressed share price at delicious valuations - Growing revenues - Profitable for many years - Established brand name - NCAV > share price - High ROE 9/n

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@shankarnath

Shankar Nath

6 months

Almost there! Just 5% more to go & the Nikkei would have made an all-time high after 34 years 🇯🇵🚀

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@shankarnath

Shankar Nath

7 months

Yes, Indian stocks did well in 2023 But someone did BETTER The Nikkei 225 delivered 28.2% while the TOPIX was up 25.1% In this thread 🧵 .. we'll examine the factors leading to Japan’s stock market success & what it holds for 2024 👉 RETWEET & help me educate more readers

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@shankarnath

Shankar Nath

5 months

In the realm of stocks, beware the game, Where Pump and Dump hold sway, the same. When many influencers sing the same song, Beware the trap, it won't be long. Salasar Techno, a tale of deceit, Where whispers of riches turned bitter, replete. Before you leap, look before you

@BeatTheStreet10

Beat The Street

@BeatTheStreet10

5 months

Pump and Dump Alert !!!!!! Corporate Actions now becoming tool to PUMP&DUMP. A Case Study of Insta Influencers favorite #SALASAR TECHNO ENGINEERING Pump from 10 Rs Post Split to 34 in Just 1 month(240% 🔼😯) Then Dump to ~23(40% 🔻in just 1 week) #Redflag #CorporateGovernance

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@shankarnath

Shankar Nath

6 months

@Akshat_World Nice! I was doing some math around disciplined investing & longevity (image below) Quick takes: 1. In year 7 -- capital gains from investments exceeds annual investment 2. In year 31 -- remarkably, the capital gains in that year exceeds every rupee of investment done till date

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@shankarnath

Shankar Nath

5 months

Very apt! .. and just an extension to it -- If you aim to start when others are ready*, then it's likely you'll never start * You are seeking everyone's opinion on this & that, trying to build the perfect plan When I look back at the last four years, this entire transition to

@WealthEnrich

Advait Arora

5 months

Applies equally to life & Investing !

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@shankarnath

Shankar Nath

7 months

Lower the Risk, Higher the Return This isn't what's taught in B-schools, but I stand by it. Let's examine it with a simple illustration Now we've all heard of margin of safety & say, you've come to identify a small cap stock that ought to be worth ₹100 & is currently available

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@shankarnath

Shankar Nath

7 months

@Akshat_World It's like blowing birthday balloons. X: "Aur mat fulao .. phat jayega". You blow a little more air & nothing happens X: "Dekhna iss baar to fatega" You blow once again. Nothing happens. You smirk X (dejected look): "OK, that's it" You (blow again w/ air of confidence) --

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@shankarnath

Shankar Nath

5 months

There are two kinds of investors: 1. One who sees a peak (bull market) between two troughs (bear market) 2. The other who sees two troughs on either sides of a peak Investing is a matter of perspective & it can make all the difference. Btw, which one are you?

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@shankarnath

Shankar Nath

7 months

I chanced upon the story of Dr. Sandeep Singh yesterday evening A job loss is no longer uncommon. It could happen to anyone— you, me, a friend or a family member While I don't know Mr. Singh's circumstances (and I wish him well), his adversity should make us realize the

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@shankarnath

Shankar Nath

6 months

@sahilbhadviya I remember a related incident. In 2017 or 18, when a competitor to ET Money was launching their direct mutual fund platform, they had allowed sorting of all equity schemes by return %. Not a category, but all equity schemes The equity scheme that topped this list was a

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@shankarnath

Shankar Nath

1 year

There were two casualties of the Hindenburg report 1. Adani stocks fell 60% since that report came out 2. My channel views fell 75% in that same period 1/

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@shankarnath

Shankar Nath

7 months

@sahilbhadviya I'll pick 3 books from my 20s (or teens) 1. Chicken Soup for the Soul (teaches how to overcome challenges & be a better person) 2. Rich Dad, Poor Dad (to understand the difference between income and wealth) 3. Goals (this Brian Tracy book taught me how to plan & organize

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@shankarnath

Shankar Nath

6 months

Hello Vishnu, some of these questions might be based on perception (probably w/o you realising it). Pls allow me to explain: 1. Is the index new? No - it's not. UTI launched the Nifty 200 Momentum 30 index in March 2021 - a good 3 years back. I've been an investor & results

@vishnupv47

Vishnu PV

6 months

@shankarnath @InvestBooks Question: Isn't this index relatively new? Data that you are showing is basically a back test result? I'm asking this because, most of these nifty derived indices shows similar outperformance and it almost like the rules ate designed to do this specifically.

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@shankarnath

Shankar Nath

1 year

@gurjota I've scheduled a sector analysis video for this Wednesday. The sector? ... IT Services More specifically, the video will cover the key 8-9 metrics one needs to examine when evaluating an IT-BPM business. Lots of data :)

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@shankarnath

Shankar Nath

3 years

@dmuthuk FEAR = False Evidence Appearing Real

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@shankarnath

Shankar Nath

6 months

@Akshat_World I'm not surprised with what the CFO said Infact, that's the end-game for many fintechs i.e. a buy-out by a bank, NBFC or a larger player This assertion gets stronger when I see that not more than 5 fintech IPOs have happened every quarter for an year or so (pls see image; note

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@shankarnath

Shankar Nath

1 year

It's upto you viewers .. or as Maximus Decimus Meridius says: "Are You Not Entertained (enough)?" PS: A 60% drop won't harm Mr. Adani as much as me. So do me a favour, watch my latest video on an SIP returns boosting strategy & get a real education :)

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Best SIP Investment Plans | Extra 2% SIP Returns from Index Funds

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@shankarnath

Shankar Nath

3 years

Spent an hour explaining to friend, a fund's 'underperformance' can be case of statistical distortion. Sketch 👇 Fund Blue falls a lot less than Red in Feb-Apr20 period (good!) But investors may ignore & conclude Red is a better performer (not good!) See the complete picture!

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@shankarnath

Shankar Nath

6 months

@Akshat_World 🙂 Glad you liked it, Akshay

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@shankarnath

Shankar Nath

8 months

@sahilbhadviya If it's expensive now, here's insanity! I first invested when the Sensex was 5,000. This was in early 2004. It then went to 18,000 in less than 4 years --- 360% in 3.6 years :)

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@shankarnath

Shankar Nath

7 months

In his latest book, Morgan Housel has a chapter on "luck" and how differently some of the most defining stories of our times would have turned out without it This isn't of the same magnitude but lady luck seems to have fallen on Anguilla - the tiny British Overseas Island

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@shankarnath

Shankar Nath

7 months

The potential delisting of ICICI Securities was featured in Issue #2 of my newsletter and as discussed there, the probability of non-promoter (public) shareholders giving a 2/3rd approval was low Today, when I glance through the Q3FY24 results declared by ICICI Securities, the

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@shankarnath

Shankar Nath

2 years

10,000 subscribers now! This is the most pleasant surprise & to reach there within 2 weeks of starting the channel is unbelievable Thank you very much for your love & support!

@shankarnath

Shankar Nath

2 years

Thank you everyone for subscribing to my channel and helping it cross 1,000 subscribers so soon. I wasn't expecting it for atleast a month Very grateful for the support 🙏

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@shankarnath

Shankar Nath

7 months

When companies operate at scale, a holiday for Diwali or Christmas matters. For Happiest Minds --- 2 less working days is a loss of $1.4 million in revenues Per a recent earnings call, a working Saturday was being explored. This'll keep the shareholders happy, the employees not

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@shankarnath

Shankar Nath

5 months

Someone seems to have mistakenly activated advertising on my Youtube channel. While this has upped my views (+60,000) in the last 4 hours, the 99%+ like ratio of a couple of videos has dropped to 94% Thanks but no thanks!

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@shankarnath

Shankar Nath

6 months

I have a few already on the channel. Pls watch: 1. Finding 100-baggers: 2. Looking for Consistent compounders: 3. Identifying Multibagger Stocks: 4. Building 10-bagger portfolio:

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Multibagger Stocks for 2023 | 22% Returns in 11 years from this 10...

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@SG02071135

SG

6 months

@shankarnath @sahilbhadviya @shankarnath : are you coming up with any videos on this topic?

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@shankarnath

Shankar Nath

1 year

Ambit Capital's Ten Bagger Portfolio Framework has delivered a CAGR of 22% over the past 11 years In my recent video, I examine it greater details & also list the 37 potential multibagger from that paper's 12th version that was released in Feb 2023

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Multibagger Stocks for 2023 | 22% Returns in 11 years from this 10...

► Need Term or Health Insurance?Schedule a free 30-minute consultation : https://ditto.sh/0bxlo5► 26,000+ readers have joined my Investing NewsletterSubscrib...

www.youtube.com

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@shankarnath

Shankar Nath

3 years

@InvestmentBook1 Students Guide to Income Tax by Vinod K. Singhania After reading that, I decided not to pursue Chartered Accountancy

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@shankarnath

Shankar Nath

6 months

Shalimar Paints Limited is a has-been in the paints business I mean, look at these numbers: ▷ Market share < 1% ▷ 7 continuous years of losses (FY2017 to FY2023) ▷ 10Y sales growth = 0% ▷ Old inefficient plants (higher cost vs competitors) Sad, isn’t it? Who in their right

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@shankarnath

Shankar Nath

3 years

. @InvestmentBook1 I'm reading "Against the Gods: The Remarkable Story of Risk" by Peter L. Bernstein. 75% completed. It's probably the only book on history of risk & highly recommend it all .. learn contributions of Gauss, Bernoulli, Bayes, Galton & others #BookRecommendation

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@shankarnath

Shankar Nath

7 months

@sahilbhadviya It's a company I track aswell. The management has been vocal about reaching 1000 crores by FY28. By my reckoning, auto OEM needs to grow by atleast 25% p.a. for them to get there. There is certainly work to be done here. The last 3 quarters has seen a modest 18-21% YOY sales

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@shankarnath

Shankar Nath

8 months

Motisons Jewellers IPO opens tomorrow for public subscription At a GMP of ₹104, this IPO is expected to generate significant investor interest & listing gains If you're looking to apply, BEWARE of a few skeletons in that closet A thread 🧵 👉 Pls retweet to spread the word

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@shankarnath

Shankar Nath

7 months

Paraphrasing what fund manager Nick Sleep said on "margin of safety" in his letters 👉Let's take a scenario where I paid just 50 cents for a firm worth 1 dollar Assuming this company grows by 10% over 5 years, the firm's value would compound to $1.62 This happy outcome would

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@shankarnath

Shankar Nath

3 years

Why not invest? - 2 years of depressed profits - Lockout in Hosur factory which might jeopardize 2003-04 profits - Low net profit margin - Low return on capital employed 10/n

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@shankarnath

Shankar Nath

7 months

I found this quote by Amos Tversky -- very applicable & apt to the work we do. The concept resonates with a phenomenon known as "productive procrastination" which says a bit of idle time can actually enhance creativity, problem-solving & overall productivity. So give yourself

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@shankarnath

Shankar Nath

7 months

Bitcoin has outperformed every single Nifty large cap stock in the past year And delivered a whopping 173% return in 2023! In this thread 🧵 we examine the factors that supported crypto’s dazzling performance & what is expected from it in 2024 👉 RETWEET to spread awareness

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@shankarnath

Shankar Nath

3 years

Titan in FY2003 - Shares outstanding : 4.22 crs; FV = ₹10; Market cap = ₹253 crs - Share price performing below it’s 8-year average share price - Net profit = ₹6.21 crs on revenue of ₹800 crores (0.77% margin) 2/n

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@shankarnath

Shankar Nath

7 months

@contrarianEPS A good thought. I've been there and believe me, it's not simple math: 1. It's not equal amounts; the home loan is 7-8 times more than the investment corpus at a young age 2. From a cashflow perspective, money is going out in EMI but nothing is coming in

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@shankarnath

Shankar Nath

7 months

@rishsamjain 700+ ppl are waiting for this video to start 🤦‍♂️

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@shankarnath

Shankar Nath

6 months

A 70 hour work week is not the answer to more output If a person, organization or country wants to produce more -- then "productivity linked to high value-added economic activity" is what'll get us there A recent article on ET Prime highlights this with data From 1970 to 1990,

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@shankarnath

Shankar Nath

7 months

@sandipsabharwal One has to appreciate the Singapore and Dubai model in this context. Free capitalism, ease of doing business, low taxes and a big pool of imported talent

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@shankarnath

Shankar Nath

3 years

5. Two divisions at Titan – 1. Time products & 2. Jewellery. Time Products had higher share of revenue Jewellery business had tripled its revenue in last 3 years; poised to overtake watches in 2 years Tanishq established as India’s only organized market brand in sector 8/n

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@shankarnath

Shankar Nath

3 years

3. Cost rationalisation exercise was working and margins improving in quarterly reports 4. Exhibited stable and high return on equity (ROE) for years together. Barring 2002-03, Titan always had an ROE of over 30%. 7/n

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@shankarnath

Shankar Nath

3 years

30 years ago, we used to fight in the library to access limited information Now, information platforms compete with each other to find the limited us

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@shankarnath

Shankar Nath

6 months

A typical office scene The CEO is perched on a sleek mahogany table in his spacious corner office while the HR head is seated across him with a stack of papers CEO : Alright, let's get down to it. What do you need? CHRO : I need 50 lakhs for training our people CEO : Yiikes!

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@shankarnath

Shankar Nath

7 months

ARPOB stands for Average Revenue Per Operating Bed & is a commonly used metric when evaluating hospital stocks. Understandably - the higher it is, the better While reading Aster DM Healthcare's earnings call an interesting & useful piece of information pertaining to the Kerala

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@shankarnath

Shankar Nath

6 months

I was 24 then. I didn't have what investors like Warren Buffett, Mohnish Pabrai, Rakesh Jhunjhunwala, Peter Lynch, Jim Simons, Bill Ackman, Radhakishan Damani and others now have WHITE OR NO HAIR (experience 🙂)

@Singhal_atlarge

Naked_emperor

@Singhal_atlarge

6 months

@shankarnath @aditya_kondawar sir my question is since then why didnt you ever buy it again. anyone would have.

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@shankarnath

Shankar Nath

6 months

One of the featured companies in this newsletter issue is PSP Projects In fresh updates, there's a board meeting on the 9th of Feb where the company is considering raising more funds which will be followed by an earnings call with analysts. As a shareholder, I await the

@shankarnath

Shankar Nath

6 months

O for Olympics. O for Opportunity In Oct of 2023, when PM Narendra Modi announced the country’s bid for hosting the 2036 Olympics, he chose not to name a host city – inviting speculation that Ahmedabad in the state of Gujarat could be the chosen one In what can be dubbed the

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@shankarnath

Shankar Nath

6 months

@Akshat_World Many investors aren't aware how corrupt a rights issue can get. The word "right" is so wrong for what happens there I highlight this in a video last year taking the example of Sandur Manganese that was offered 2 rights shares for 1 fully-paid equity shares to existing

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@shankarnath

Shankar Nath

2 years

"FOMO is the highest when closest to the top" I read this line in @deepakshenoy 's Money Wise yesterday evening & couldn't shake that feeling, I have heard something similar somewhere Today morning, it dawned on me The Dark Knight : "The night is darkest before the dawn" :)

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@shankarnath

Shankar Nath

2 years

Hi, I'm releasing a video on REITs at 4 pm today Here we'll understand the 6 factors that'll help you identify the right REIT at right time & price and compare with Embassy Office Parks, Mindspace & Brookfield India ✅ Subscribe to my Youtube channel at:

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@shankarnath

Shankar Nath

3 years

2. Titan’s revenue was rising every year They had not had a single occasion in last 15 years when revenue had dipped Net margin stable at 3-4% (except 2001 to 03) 6/n

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@shankarnath

Shankar Nath

5 months

I know how it'll end .. still pinching myself

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@shankarnath

Shankar Nath

7 months

@Akshat_World That was one long post. I hope everyone who read it reached points 10, 9 & 8. As a solopreneur seeking financial & personal freedom, I value those three skills the most from this list

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@shankarnath

Shankar Nath

1 year

In this sector analysis, I explain the key metrics to look for when evaluating Indian IT companies. Hope you find it useful

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IT Stocks Down 10% | Analysis of Indian IT Companies & Sector |...

► Need Term or Health Insurance?Schedule a free 30-minute consultation : https://ditto.sh/0bxlo5► 26,000+ readers have joined my Investing NewsletterSubscrib...

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@shankarnath

Shankar Nath

6 months

🛵 Ye Zameen, Ye Aasman Hamara Kal, Hamara Aaj Buland Bharat Ki Buland Tasveer Hamara Bajaj (Finance Limited) 🚀 Over 16 years: ▸ Loan book growth: 25% ▸ Net income growth: 35% ▸ PAT growth: 52%

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@shankarnath

Shankar Nath

3 years

Titan was going through organization-wide restructuring incl. cost reductions, VRS and downsizing of the company’s European operations. Plus wage settlement with the Union leading to management lock-out in 4th quarter These issues were keeping prices depressed 3/n

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@shankarnath

Shankar Nath

7 months

Sula's Nashik & Bengaluru wine tasting facilities created a record in terms of visitors when over 5,000 people entered their gates on the 24th of December. From an economics perspective, this shouldn't be more than a footnote as wine tourism is just 8% of Sula Vineyard's

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@shankarnath

Shankar Nath

7 months

A lesson for 2024 The story we tell ourselves is very powerful. Eventually, we start believing it, even when it's not true While a positive story by itself won't guarantee a good outcome, a negative one will certainly prevent it from happening Watch what you tell yourself!

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