Farhan Shaikh

Finance, Poetry, Arts and all things worldly.🚀🪐

maximizing shareholder value 📈

Trader & Investor

[Farhan Shaikh @farhans236]

Best framework for hunting #multibaggers. Look for these growth triggers, which will improve growth or ROE

Id like to add 1 more to this:
Change in business model. Ex. Moving from job/contract work to manufacture n sale model. And many more similar examples
#finance #investing

[Vinamra Chaware @vinamrachaware]

Superb Presentation by Dr Hitesh Patel on valuepikr on "Search for multibaggers"
https://t.co/lLAmr1t4EM

[Farhan Shaikh @farhans236]

How is Goodluck India raising private placement funds at 375 rs/share when the stock is trading at approx 1500?

That dosent seem so good...

https://t.co/NKE8YXYfzt

[Venkatesh @SuccessProject_]

Gold Mine for long-term investors.

Name any fund or manager whose letters you find here.
A few are: Warren Buffet, Walter Schloss, Li Lu, Benjamin Graham, Peter Lunch...

Bookmark this link, download the pdfs for reading, and share with others.

https://t.co/nKM9EyxorM

[Market Rebellion @RebellioMarket]

UNTOLD HARSH TRADING QUOTES FROM WILLIAM O'NEIL:

William O'Neil, the founder of Investor's Business Daily (IBD) and the creator of the CAN SLIM trading strategy, is widely regarded for his insights into stock market investing and trading Here are some of his most memorable and impactful trading quotes:

1. "The stock market is filled with individuals who know the price of everything, but the value of nothing." O'Neil emphasizes the importance of understanding the underlying value of a stock rather than just its price, highlighting the difference between speculation and informed investing.

2. "The most important thing is to try not to lose money. It’s good to have a stock go up, but it’s far more important to not lose money." This is a reminder of the importance of risk management and protecting capital, which is a cornerstone of O'Neil's approach.

3. "Don’t focus on making money; focus on protecting what you have." O'Neil advocates for safeguarding your investments, which is key to long-term success in the market.

4. "It’s not how much you make, but how much you keep that counts." Another nod to the importance of risk management, this quote underscores that profitability is ultimately about preserving gains.

5. "The four most dangerous words in investing are: 'This time it’s different.'" O'Neil warns against the human tendency to justify risky decisions based on the belief that the current situation is unique or unprecedented.

6. "A stock market that is making new highs is telling you that the economy is improving and that the demand for goods and services is increasing." This highlights O'Neil’s belief in the power of technical analysis and how price action reflects the overall health of the economy.

7. "In a bear market, you’re better off being out of the market than trying to trade it." O'Neil emphasizes the importance of being selective and avoiding losses during downtrends rather than trying to profit from market volatility.

8. "The market is always right." This reflects O'Neil's philosophy of respecting the market's message and making decisions based on price action rather than trying to predict or outsmart the market.

9. "It’s the story behind the stock that matters, not just the chart." While O'Neil is a strong proponent of technical analysis, he also places importance on understanding the fundamentals and the narrative behind a company’s growth.

10. "The general market, rather than an individual stock, is the primary factor in determining a stock's direction."

REST IN PEACE MR

C A N S L I M

Thank you for your time

[Rudra Chowdhury @prudent_invstor]

Good framework to source new ideas from @ishmohit1.

Set up appropriate screener/automated alerts for each set

[Investment Wisdom @InvestingCanons]

“Don’t pass up something that’s attractive today because you think you will find something better tomorrow.”

— Warren Buffett

[Ian Cassel @iancassel]

To find a 10-bagger first find a stock that can double in three years with conservative fundamental assumptions and no multiple expansion.

https://t.co/fJRboPSftO

[The Motley Fool @themotleyfool]

Investing never really ends.
There is no true finish line.
Once you start, you’ll be an investor for the rest of your life.

[Sunil Gurjar, CFTe @sunilgurjar01]

10 William O'Neil Trading Rules.📊
Key Principles For Successful Trading.

#trading

[TraderLion @TraderLion]

3 rules in life:

1️⃣ If you don’t go after what you want, you will never have it.

2️⃣ If you don’t ask, the answer will always be no.

3️⃣ If you do not step forward, you will always be in the same place.

[Intrinsic Compounding @soicfinance]

One of the ways through which we source ideas:-

1) Look for stocks which expanded their Fixed Assets quite heavily in the past (Capex).

2) Their margins are down due to higher Depreciation and Interest Cost + Bad Cycle.

3) Study them and value them roughly.

4) Wait for stage 2 to start as an entry criterion.

5) Buy when margins start going up, and have at least one tranche in during the pain phase.

6) Average up when 30WEMA starts shaping upwards.

7) Keep doing reverse DCF to track implied growth expectations.

Hope you found it useful!

[Rajarshi Shome @shome_rajarshi]

A lot of people want to invest in high growth companies but they get confused as to what to do when they see the companies with the following attributes:

> Negative CFO
> Negative FCFF
> Increasing receivables
> Increasing inventory
> Margin Pressure
> High employee cost
> High advertisement cost
> Stock pledge
> Equity Dilution
> Debt on Balance Sheet
> Promoter stake sell
> Low ROE

How do you see these attributes?

[Abraham Okah(info hub) @AbrahamOkah2]

40 Sites to Download Books for free

1. Planet eBook
2. Free-eBooks. net
3. ManyBooks
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5. Internet Archive
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40. Standard Ebooks

[ishmohit @ishmohit1]

Big winners come when there is a fundamental catalyst like capacity expansion, margin expansion, product mix change, operating leverage or new management at play.

Big winners take hard work and conviction to buy.

Big winners can be found in multiple sectors..circle of competence is an over rated concept

[Prabhakar Kudva @prabhakarkudva]

If I ever teach about markets the curriculum will probably look like this.

1. Opportunity cost
2. Risk-Reward
3. Time frame clarity
4. Structural Tendencies
5. Strategy Construction
6. Reading price action
7. Reading news
8. Catalysts and Stories
9. Identifying themes
10. Growth
11. Valuation
12. Psychology and mindset
13. Portfolio Construction
14. Understanding Market environment
15. Putting it all together

The biggest learning has been that each of these are pillars that need a depth of understanding that only improves over the years. I am probably only halfway there.

[Dr. Praneeta • Dermatologist @drpraneetajain]

Men of Twitter!!

If you're clueless about skincare and don’t know where to begin, this thread is your holy grail.

Bookmark this dermat approved skincare routine!

[Intrinsic Compounding @soicfinance]

You won’t be the same investor after reading these 3 books:

Capital Returns – Edward Chancellor

Secrets For Profiting In Bull & Bear Markets – Stan Weinstein

The Book Of Value – Anurag Sharma

They’ll rewire how you think about capital cycles, psychology and valuation.

[Pranay Aggarwal @Pranayagg05]

Almost all companies are now coming up with their annual reports!

And most analysts waste their time reading the least important part of an annual report viz, MD&A

Here’s why it is not that important and instead what you should read in an annual report👇🏻

[Prashant Agrawal @prashantagrvns]

@atti_cus Children
~Kahlil Gibran

[Maheshwer Peri @maheshperi]

To All parents, mothers and fathers, uncles and aunts, controlling and free, helicopter and not, Khalil Gibran said this more than a century ago. It is more important now than a century ago:

Your children are not your children.
They are the sons and daughters of Life’s longing for itself.

They come through you but not from you,
And though they are with you yet they belong not to you.

You may give them your love but not your thoughts,
For they have their own thoughts.

You may house their bodies but not their souls,
For their souls dwell in the house of tomorrow, which you cannot visit, not even in your dreams.

You may strive to be like them, but seek not to make them like you.
For life goes not backward nor tarries with yesterday.

You are the bows from which your children as living arrows are sent forth.
The archer sees the mark upon the path of the infinite, and He bends you with His might that His arrows may go swift and far.

Let your bending in the archer’s hand be for gladness;
For even as He loves the arrow that flies, so He loves also the bow that is stable.

~ From The Prophet (Knopf, 1923)
by Khalil Gibran

[Equity Insights Elite @EquityInsightss]

Stock Price Catalysts🔖

Always have a clear written thesis whenever you buy a stock

This simple habit has significantly improved my clarity & decision making over the years

Clearly dentifying key catalysts helps maintain conviction, especially during market volatility