Welspun Corp sat on my watchlist for YEARS.
Then when I bought it, booked profits as it gave quick 2.5x returns
Now it casually lands a $1.8 BILLION pipe order 🤯
Honestly, who wakes up and says:
"Let's place an order worth ₹17,000+ crore.. that too for PIPES!"
Missed the huge run. Missed to understand the scale of capex in US. The market never fails to remind you that boring businesses can create extraordinary wealth.
#learnings #investing
@csbirju@Santhoshku23158@iam_denish I am very small retail learner, sometimes except the market like Schneider instead of chasing the one company, bhav bhagvan hai, that's the true value🙏
@mw_921@barghavpavan@WealthEnrich Your correct, hype is more than earning growth,last two quarters result in single digit growth, but stock trading in triple digit pe, still stock continuously upward direction only 📈, market is knowing something more than us.
The biggest mistake an investors can do is checking the daily market movements & routine noise.
wealth creation is a boring exercise, all you can do is stay in the game for long term & not bother about daily, weekly or monthly fluctuations
WHY IS NO ONE TALKING ABOUT -
NSDL - Down 43% from its all time high
WIPRO - Down 50% from its all time high
TCS - Down 50% from its all time high
SUZLON - Down 88% from its all time high
IRFC - Down 62% from its all time high
TEJASNET - Down 68% from its all time high
Once Popular now forgotten by everyone.
Too much information can make you a worse investor.
One thesis gives clarity & then comes broker reports, X opinions, YouTube, WhatsApp & endless updates.
More information but lesser conviction & More confusion.
That is Segal’s Law in investing sense.
Check this short 📹 on this.
Aequs vs Azad Engineering vs Rossell Techsys
Three aerospace companies with very different manufacturing models and paths to growth.
A Detailed Comparison...🧵👇
@barghavpavan@WealthEnrich Schneider will come below 545, wait for Monday market and next quarter result, price is up due to lic one sided buying above 600 around 4% shares