Purushothama

Believer in equity for wealth creation, an opportunist
Not registered advisor. Opinions shared are personal.

[Purushothama @Equity_believer]

I pick stocks for 3 years in general Monitor them regularly if my thesis goes wrong or doesn't play or plays out faster than expected & stock gets overvalued I get out I also extend more than 3 years if there is good visiblity & stock isnt overvalued compared to future visibility

[Purushothama @Equity_believer]

@shivaji_1983 Congaratulations @shivaji_1983

[Puneet Khurana @PuneetK009]

I rarely tweet about politics. I stick to balance sheets, not ballot boxes. But as an investor, I am seeing a "non-financial" risk in India that could derail "India Growth Story"

There is a "Economic Sabotage Playbook" being activated right now. Here is how it is looking. #BiharElection2025 #IndiaGrowthStory

[Purushothama @Equity_believer]

@suyog_dhavan Allcargo terminals very positive guidance by group director strategy
https://t.co/6WssmRQcID

[CA Chirag Chauhan @CAChirag]

19 years ago, on 11 June 2006, 7/11 Mumbai train blasts changed my life.

I survived paralysis & became wheelchair-bound. Yet, I never gave up

Here are my 19 achievements to inspire you to focus on one goal at a time & keep pushing!

[Nitin Mangal @nrmangal]

Thinking of creating “Hall of Fame” (should read as Shame) for whatever i did in past 18 years of my career, followed by a free webinar. So that investor can avoid fraud companies.

[Purushothama @Equity_believer]

@abhymurarka @ionicwealth Congrats Abhishek @abhymurarka

[Purushothama @Equity_believer]

@Sahilpahwa09 Its good to hear your space. Views are very much appreciated. Will be mindful in picking new stocks now until December.

[Purushothama @Equity_believer]

@Sahilpahwa09 Happy birthday Sahil Bhai @Sahilpahwa09

[Purushothama @Equity_believer]

@mohan_koushik1 @nitin_gadkari @beingsworld @PenguinBooks @ManishK82203677 Congratulations Koushik

[Purushothama @Equity_believer]

@Sahilpahwa09 @Sahilpahhwa09 Reported

[Purushothama @Equity_believer]

@_chartitude Get well soon sir

[Purushothama @Equity_believer]

@nrmangal Wish you the very best on your new journey Nitin sir.

[Dan @danmurrays]

According to Steve Jobs.

This is the 𝗢𝗡𝗘 reason why most people fail.

And how to avoid it:

[Purushothama @Equity_believer]

@mukul3762 Many congratulations Mukul sir

[Basant Baheti @BasantBaheti3]

BASANT BAHETI’S way of investing:
By investing in a well-managed company during its difficult times and following a disciplined approach with a Weekly SIP, you are positioning yourself for potential growth in the future. Selling 50% of the shares when the price rises 100% and holding the rest (free of cost ) for a minimum of one decade can potentially provide a cushion against market fluctuations like 1992,2000,2008,2020.
Additionally, avoiding investments in stocks that are highly discussed on social media may help you steer clear of potential market hype and speculation. Remember, past performance is not indicative of future results, so it's essential to stay informed and regularly assess your investment strategy.
While investing during crises like epidemics or wars can be a superb strategy, But at the same time it's important to remember that all investments carry risks. Diversification and careful research are essential for managing risk. Avoiding stocks heavily discussed on social media can be a way to avoid herd mentality, but it's still crucial to make informed decisions based on reliable information. Be cautious and consider seeking advice from social media financial experts.
Please check their old records. Their IF & BUT advice may destroy your wealth.

[Gunavanth Vaid @GunavanthVaid]

If you don't have the stomach to digest short term price correction you dont deserve to be one among the many long term wealth creators. (fact)

Long term Investors must keep an eagle eye view on everything but shouldn't act on all possible informations or situations.

Delayed Gratification must not be forced, it must come naturally.

Investing Behaviour and Temperament is what matters the most. In my journey i have seen many sharp brains failing due to bad temperament/behaviour.

Skills,Framework,Processes, Commitment are at one side of the page (Theoretical)

Wisdom, Experience, Ignoring noises, Humility, Humbleness, Compassion are at the other side (Practical)

Only mastering the theoretical side wont make you a complete investor.. Be it any profession Medical or CA, Practical Experiences are the most important learnings.

In Investing, there are Learnings Learnings and More Learnings provided you are willing to be submissive and ignorant. Yes the moment you wear the hat of an expert, things start to detoriate, Investing is ruthless. Doesn't take much time to bring one to ground. So always stay grounded.

Keep your brain free from noise pollution. Try to learn good things, even from persons you don't like.

Improvised Adapt Learn Surivive♻️

The practical learings take time to accrue but stays for a lifetime. Make sure you pass the learnings to your next generations.

In 2023 Market has been Very Kind and rewarded the Investors generously. Due to this many are thinking 2024 and 2025 wont be good. Well When Kohli scores a century, does that mean next 3 matches he has to get out on Duck or score below 100.. This is where temperament and hunger maters. Focus on your work and processes, scoreboard will take care of itself.

I wish everyone a Happy New Year and A Brilliant Year/ Decade Ahead.

We have to cover the lost ground and then make our journey to reach towards the top tier economies. We have to plug lots of inefficiencies, and that's where the opportunity lies. Smart Investors capitalise on Inefficiencies and feed on pessimism.

India has just born and reinvented itself. There is no reason to start writing obituaries. Be positive Stay Positive 🇮🇳

[Sekhar @LearningEleven]

Received many messages about my Diwali Picks.

Let me say this. India will have a magnificent run in the coming years (it has already started).

Not because we are anything special, but it's the law of universe and economy cycles. Each economy has its run. Japan had, China probably at the fag end of it's own cycle, Germany and many other Europa nations having their own economical challenges and as we speak US is in debt crisis. The power of $ is perhaps saving the US for now but we don't know for how long.

10 years from now, the list of developed nations could be entirely different from the current list.

Whether it is aging population or political challenges or immigration pains or reckless way of printing money or once in a generation inflation/interest rates or painful energy crisis, there are many reasons behind this.

In that sense, India is in a sweet to offer the solutions to many of these challenges and that naturally is creating a way ahead for us.

FIIs might be pulling out money now, in my opinion, this is short term. All of this money will come back, it's matter of months or couple of quarters. Not because FIIs must love India but quite frankly they don't have many options.

It doesn't mean markets won't go thru correction or consolidation. December may see correction if state elections don't satisfy the market or next year's general election may upset market or maybe some other reason. But corrections will happen and opportunities will come.

But all of those are short term. Long term story is absolutely intact.

Whether it is Pipes and Tubes driven by O&G or Jal Jeevan Mission or urbanization, Whether is Power and energy themes, Whether it is Domestic Consumption and Life style changes driven by the growth in per capita, Whether it is Financialization of Savings, Whether it is Recycling Themes, Whether it is Outsourcing of Manufacturing and Precision Engineering, there are enough drivers for markets to keep the momentum on for years to come. None of these themes are ending in 2 or 3 quarters.

Keep at least a 3 year view, identify right companies in these spaces, identify decent valuation and wait for the right time and when the opportunity comes, allocate good! You don't have to buy every day or every week.

But every year gives us at least 3 or 4 opportunities to load up. No matter however good a company is, it will have occasional bad quarter. If you are scared to buy on those days, you are wasting time in equity markets.

Review brokerage reports, listen to concalls, grow your network, attend summits and events whenever possible, be part of communities.

More importantly, take risk on bad days and avoid FOMO on good days.

Best wishes and Happy Deepavali!

[Purushothama @Equity_believer]

@rishithegreat41 Thanks for your continuous updates on specific stocks that you understand and the wisdom you share, have benefited me lot. Your multiple bull bear market experience is benefiting us a lot.

[Purushothama @Equity_believer]

@iamrakeshbansal Om Shanti