suhas

patience is the key to success

[suhas @alchemist019]

Add abfrl 280.5

Target 291

[suhas @alchemist019]

@MotilalOswalLtd How long does it take to get my account to move from dormant to active? I have done KYC 6 times still it's inactive and why do i have to pay 6k charges for selling 50k portfolio? @MrMotilalOswal how you explain this??

[suhas @alchemist019]

@Vivek_Investor How do you value HFC companies (may be LIC HF) ?

Looks like bargain, 2.5 percent yield and 18k market cap max downside of 20-25 percent worst case!

When rate cut cycle starts that's when valuation may get doubled

Would like your view how u look at this business

[suhas @alchemist019]

@Vivek_Investor 3-4 times a week.
Switched from white rice to red rice and brown rice.

[suhas @alchemist019]

@Vivek_Investor How do you analyse sun tv stock?

My view
Pros
Mcap of 19k
Yield of 3 percent
Trading at 11 times earnings
8k reserves with only 700cr of liabilities.
Debt free company

Cons:
management is not reliable
Top line growth is less
Cant expand in other territories

[suhas @alchemist019]

@Vivek_Investor PE's of established brands
AP- 80
Nestle-80
Tata cons-65
Brit-60
HUL-60
Marico-50
Dabur-50
Godrejcp-50
Colgate-40

1. Do you see value in the ones trading at 40-50 times the earnings?

2. At what PE ratio you will be comfortable in buying assuming with 6-9% revenue growth yoy?

[suhas @alchemist019]

@Vivek_Investor Ignoring penny stocks and buy quality and growth stocks- PROGRESS

Investing in established and well known business with good management and expecting only 15-20 percent return- EVOLVUTION

[suhas @alchemist019]

@hvgoenka

[PythonTrader(Saddy Bhai) @pythontrader999]

As mentioned in below tweet - English explanation fr I-Fly adjustments/*reverse buying* is almost ready, I will be sharing along with one example and payoff

I will be posting the same on telegram channel on Saturday evening

https://t.co/RwlO7Kl1sb

Do Retweet for maximum reach

[suhas @alchemist019]

@Singh7575 Ex:Buy price 100 and cmp is 1000
If I have 10x then I am happy to hold it because even if it moves 20% in an year still I will bring at 12x in 3 years

If I book 10x I will be away for 10-15 days and build coffee can portfolio,growth stocks nd new technology stocks

[suhas @alchemist019]

@Vivek_Investor @Kiran24Rajput I would be a promoter of a company by raising debt at 8 percent and investing in a sector if I knew which sector would give me 25 cagr- inversion( of course from Charlie)

Also think where u will not lose ur capital or min 8 percent return annually to pay back bank

[suhas @alchemist019]

Free stuff is always undervalued learnt ironfly from @pythontrader999 which was shared free tried with one lot already in profit and upside is free

Thank you @pythontrader999

Also my gratitude to @Armaanrp99 who is my mentor who thought risk management and discipline

[suhas @alchemist019]

https://t.co/6h2iajvmIF

Next match we will pick 11 bunny rabbits in the playing 11!

Oh wait! do u want any pigeons or squirrels in the playing 11 to make team balanced?

@imVkohli take advice 4m Vaughan for next match team selection

@MichaelVaughan
Please advice

[Michael Vaughan @MichaelVaughan]

Feels like England have picked the right team & India haven’t … Ashwin should have played for India to give them more Batting plus his quality bowling … He bowls well in all conditions … Perfect bowling day … Feels like a wickets day … #ENGvIND

[suhas @alchemist019]

@Vivek_Investor 1.Patience is the key in investing and u should know what u are buying

doesn't matter if you dont own fancy and trending stocks if u remain invested for long term(patience u will make money)

WB missed FAANG nd tech stocks (invested late in apple) still he is 6th richest

[suhas @alchemist019]

@flyingvikas129 Which app/platform/website are u using for this analysis?

[suhas @alchemist019]

@Vivek_Investor @LongtrmInvests @unseenvalue Sun tv
Least discussed stock good fundamentals any correction I believe should be considered as discount sale

@Vivek_Investor @unseenvalue how do u look at this sector and stock?

[suhas @alchemist019]

@nishkumar1977 What's your view on ibull finanace do u see more upside for it?

[suhas @alchemist019]

@shyamsek how do you address this paradox Keep invested partially? Or sit on cash for correction?

I am invested 50 percent and waiting for dips as current valuations seems expensive

[suhas @alchemist019]

@contrarianEPS A bubble is not big enough until it sucks every one only to get trapped! - anonymous

Identify the bubble at early stage and let it grow big enough and exit when everyone goes maniac about the bubble! - contrarian

[suhas @alchemist019]

@contrarianEPS What's your view on casino and gaming bussiness only listed player is delta corp but how do you see the sector getting evolved as dream11 and other app based are doing great do you expect sector to grow and many more players emerging?