The2047Investor

Deeply inspired by wit and wisdom of Munger + Warren. On a 20 year individual investing journey to 2047! I focus on facts. No recos and form your own opinions.

[The2047Investor @BreakoutSpotter]

I focus on facts. I like to note observations that make me curious. No recommendations or subscriptions. Please form your own opinions and if anything seems like an opinion, consult your financial advisor. I will be using lot of Grok, so do correct any factual inconsistencies.

[The2047Investor @BreakoutSpotter]

Also keep watch on entire paper sector on packaging board side along with NRAIL 🧐
JK Paper , clear listed industry leader after ITC

Emami Paper , good operating numbers

West Coast Paper , additional fiber optic business inside

[The2047Investor @BreakoutSpotter]

M-Screen 200WMA Thread 🧵

🔎The great M said, if all you did was buy stocks on the 200-week moving average, you likely beat the S&P 500 by a large margin over time!

💡This thread hopes to track 200WMA breakouts for diving further into the stocks

[The2047Investor @BreakoutSpotter]

#NRAIL
NR Agarwal

Highest weekly and daily close today 💪

Paperboard packaging companies need MIP or anti-dumping duty after 30 September to safeguard from cheap imports. Any positive news can be next trigger 💣 for entire paper sector and paper stocks.

[The2047Investor @BreakoutSpotter]

Not far from 500!
Indocount #ICIL
Lot of FTAs will benefit this one. If US deal possible at some point, then further positivity.

[The2047Investor @BreakoutSpotter]

200WMA - 3
Indo count Indocount #ICIL

💡Stayed above 200WMA with good volume build up. A beneficiary of various FTAs. Worth tracking for execution improvement.

[The2047Investor @BreakoutSpotter]

#SOTL
Savita oil 💣🚀

Crude Oil Base oil Motor Oil price jump beneficiary

[The2047Investor @BreakoutSpotter]

200WMA - 7
Savita Oil #SOTL

💡Crude price led massive inventory gains likely near term. (Esp. after stellar results from Gandhar Oil)

🔎Mutual funds have raised stake from ~7% to ~14% with SBI energy fund accumulating. Mainly transformer oil with data center cooling optionality.

🚀Good run from 425 WMA level break to 640.

[The2047Investor @BreakoutSpotter]

#SOTL
Savita oil chart is getting interesting.

200WMA another hit 💪

Indirect play on BESS + Power theme + Auto OEM.

Miss or enter at your own risk.

[The2047Investor @BreakoutSpotter]

#VSSL
Vardhman Special Steels crossed 400 today

Power of 200WMA 💪

Hit ratio of 200WMA is going strong even when #Nifty #Sensex are sliding down!

[The2047Investor @BreakoutSpotter]

200WMA - 9
Vardhman Special Steels #VSSL

🇯🇵 Aichi Steel, Japan has increased its stake in VSSL from ~11% to ~25%, reflecting strong technical and strategic backing.

[The2047Investor @BreakoutSpotter]

#Wstcstpapr
West Coast Paper above 700!
Power of 200WMA 💪
Another Mukul Agrawal stock doing well.

[The2047Investor @BreakoutSpotter]

200WMA - 5
West Coast Paper #Wstcstpapr

💡Paper sector cyclical bottom is making things very attractive plus support from small fibre optic segment.

🔎DII stake doubled from ~7% to ~14% in last 2 years. Parag Parikh being the recent accumulator. Mukul Agrawal also holding ~1.5%.

[The2047Investor @BreakoutSpotter]

@Amolkank @Amolkank
Also please post if you have any other insights on NRAIL. I took a pause on 200WMA discovery to do deep dive on NR Agarwal. So, any knowledge you share is very helpful. Thank you.

#NRAIL is an interesting candidate for a 2047 stock. #multibagger potential.

[The2047Investor @BreakoutSpotter]

#NRAIL Amolji, I think very long term so even more interesting is what multiples look like after 1500cr expansion to 1 million tons. NR Agarwal entry by veterans like Mukul Agrawal is making sense now. He is very early to spot a changing trend.
More than 5000 crore revenue with only 1000 crore debt and top 3 capacity in the country at 1100 crore market cap! Solve this math and you understand the 2%+ stake by Mukulji.
After it flagged in my 200WMA, doing deeper dive and finding lot of interesting things. Mukulji principal followed though, buy first research later. I will post if I find more interesting things in deep dive on NRAgarwal.

[The2047Investor @BreakoutSpotter]

#NRAIL NR Agarwal
Power of 200WMA 💪

[The2047Investor @BreakoutSpotter]

200WMA - 11
KDDL Ltd Ethos Ltd #KDDL #ETHOS

🚀KDDL has stake in Ethos that gives a luxury consumer play.

💡If Ethos keeps doing well, a valuable precision manufacturing ability becomes free in coming years!

🔎DIIs stake has minor increases in last 2-3 quarters in KDDL. But DII stake in Ethos continuously rising in last 3 years from 10 to 24%. Mukul Agarwal owns 3.44% in KDDL even after exiting Ethos stake.

[The2047Investor @BreakoutSpotter]

200WMA - 10
Asahi India Glass #ASAHIINDIA

💡Stocks that don't break 200WMA in very long periods often correspond to a structural story that finds buyers on every meaningful dip!

[The2047Investor @BreakoutSpotter]

200WMA - 8
Mrs Bectors Food #Bectorfood

🔎After recent addition by Abakkus and volume surge, it can be tracked for resumption in revenue growth which slowed over last 2 years.

[The2047Investor @BreakoutSpotter]

200WMA - 4
Siyaram Silk #SIYSIL

💡Tracking to see if revenue growth continues.
🔎Abakkus funds have a 1.59% stake. Vijay Kedia 1% stake. Tracking big investors can be very insightful for individual investors with limited resources!

[The2047Investor @BreakoutSpotter]

200WMA - 2
Mahindra Logistics #Mahlog

💡Sustaining above 200WMA followed by strong volumes. Also see the other post on logistics sector value creation potential.