Top Tweets for #FMF20
Senior Care is a MEGATREND that will hit AFFLUENT INDIAN COHORT of 100 Mn.. In 4-5 years .
If you still can’t see it , sorry my friend 🙏
#FMF20
#FMF20 under 1000 Cr. Market Cap has recently overcome one of the hurdles , and the market noticed it !
Let’s see how quickly they sort out their other TWO issues .i am confident of one thing for sure & know : It’s a matter of TIME ‼️
It continues to be in my TOP 3 investments from INDIA 🇮🇳.
Someone reached out after seeing this tweet saying : “your tweets are making 15% moves in the stock”😅
I am a NO ONE ,and cannot do that even without naming the company .
I do have MAXIMUM allocation here & it’s a bet on INDIA 🇮🇳 😅
#FMF20
Global market for this category: $30–35 Billion 🌍
India’s share: <2%
And today… a new product quietly enters the arena 🚀
But here’s the real story 👇
India’s TAM is set to move from ~150 Mn → ~300 Mn over the next 2 decades
That’s not growth… that’s a demand reset
I’m playing the long game here 😊
(Not everyone has the patience for this kind of compounding�� and that’s okay)
Added more yesterday…
Had no clue the launch was coming 🫶🏻
Trivia: The current market cap of this company is just ~25% of the entire category size in India 🇮🇳
Sometimes the market whispers early…
You just have to lean in 🍀
#FMF20
No wonder the RICH SENIORS are wanting to move to this city .
Wait for the official announcement from #FMF20 😊
🚨 Chandigarh officially became India's first city without slums after clearing its last settlement, Shahpur Colony.
Let’s say my Portfolio in MARCH 2020 was X .
- Just the value of #FMF20 in my Portfolio is higher than X
- Just the value of #FMF33 in my Portfolio is 2X
You will change .
Your life will change .
Your Portfolio will change . ⚡️
I am a RARE SELLER & in 2024 I pivoted to CONCENTRATION, it’s been a good decision 🙏
Enjoying the journey to #FI ❤️
#Journaling
How do you show your CONVICTION?
Just keep BUYING ✅
Tranche 39! See you on the other side …
#FMF20
Q3FY24 // 750
Q2FY25 // 1000
I like it when the Management revises their guidance UPWARDS .
See you in 2028/2029 .
#Conviction meets #Patience
Wine 🍷 also needs AGEing 😅
#FMF20
If a Villa + Lamborghini Urus Project is costing 26 Cr.
A 3BHK with Speciality features can be sold for atleast 2.6Cr.
ROCE will shoot up !!
See you NOIDA hopefully soon 🤞🏻
#FMF20 😊
#FMF20 enters a Big Milestone in my Portfolio.
It’s been my No.1 allocation since JAN 24’, but today it kissed a milestone, that I had envisioned in 2022 ( when thankfully I loaded).
Grateful to my GURUS 🙏
“Undiscovered + Cannibal Management” is a rare but almost a sure shot pathway to Multibagger .
In 2022 I am lucky to find this sweet spot for my #FMF20 🍀
I call this @iancassel meets CHARLIE MUNGER Framework ❤️
#LifeHacks
If you will look at the PE now , you will be scared .
See the PRICE to SALES . Also I will revisit this tweet when the PE & P/S comes down in next 3 years 😊
In “2022” only a handful of legends were talking about this one 😊
@AdityaKhemka5 @unseenvalue
#Compounder #FMF20
AVERAGING UP is an Art & Science .
I would like to thank my #MICROCAP GURU @iancassel for showing the path 🙏🙏🙏
An excerpt from his Blog 💡
One line ❤️: FOCUS on being RIGHT ✅
#FMF20
You DON’T want to MOVE OUT . Fine ✅
You want to MOVE OUT. Fine ✅
Also irrespective wherever you are YOU will need SERVICES. Fine ✅
That’s the power of this B Model 🍀
#FMF20
Tranche 34 during this MEGA WEEK👀
What are you thinking Ron ! ?
#FMF20
Inspired by Late RJ Sir & his pathway 🙏
My #FMF20 is doing a tie up with 2 of my #PF Co. That’s the B Model 🍀
#BannerghattaRoad #Bengaluru 😊
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