Top Tweets for #FMF33
How many companies can say this ( see the CAGR across all the metrics) ?
Hello #FMF33 .
At 800 we are talking about 2500! You know it if you know what I am talking about ๐
I tweet about my stocks when they are not only go up but also when they go DOWN ๐๐
In last 10 trading sessions of April , the stock is UP 50% ๐ฏ
Thatโs the advantage of being a CONTRARIAN Investor โ
#FMF33
All I can say itโs going to get hotter for this one โ๏ธ
Have all the rights to be WRONG ๐
Q4FY26 = FY23
Yes , stock price VOLATILITY will make the weak hands EXIT ๐.
Tweeting it on a day when the stock is down for NO REASON.
This one will get hotter โผ๏ธ
Have all the RIGHTS TO BE WRONG ๐
#FMF33
I have this feeling that #FMF33 your time has finally come ๐ฅ๐ฅ๐ฅ
Been wrong last 2 years or shall I say the WAIT was eventful ๐
Will accept with humility, if I go wrong this year too .
Letโs see ๐
Q4FY26 = FY23
Yes , stock price VOLATILITY will make the weak hands EXIT ๐.
Tweeting it on a day when the stock is down for NO REASON.
This one will get hotter โผ๏ธ
Have all the RIGHTS TO BE WRONG ๐
#FMF33
One of the BIGGEST ANTI - THESIS was WHAT if the BIGGEST CLIENT pulls the plug off ?
That question will be not even stay a question if instead of 1 , we have 3 ๐
Enough said ! #FMF
The power of 3 ๐
3 years ago they raised 30 Cr. In their IPO.
3 years from now they are guiding for 3000. CR. Revenue ๐
Itโs in my TOP 3 holding from Allocation pov ๐
And it happens to be my #FMF33
If they can achieve this , itโs going to be massive !!
I am bullish on MAKE IN INDIA ๐ฎ๐ณ
Today a new chapter begins . Lot of people were waiting for May 5th ๐
The real chapter however opens in SEP 2025 .
Discovery will kick in then โ
#FMF33
The beauty of #MICROCAPS.
Number of shareholders have gone 3X In just 2.5 years yet ONLY 3K investors are invested in a country of 1.45 Billion!!!
#DISCOVERY is a big element that generates ALPHA.
Again there are 95% of the Microcaps which will cease to EXIST . 5% survives !
Letโs 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 . โก๏ธ
I am a RARE SELLER & in 2024 I pivoted to CONCENTRATION, itโs been a good decision ๐
Enjoying the journey to #FI โค๏ธ
#Journaling
May 5th liberation day for this Multibagger.
September 2025 will be Independence Day ๐
Entering the DISCOVERY phase .
#FMF33
Remembering 2023 .
What got me excited back then for #FMF33 was that below comment from a Retail investor. โ
What really made to research deep was seeing AK Sirโs name in the investor list .โ
But when AK Sir exited in 2024 , it did surprise me but my Conviction ( basic research & scuttlebutt)was at all time high , so I stay invested & infact is my No.1 holding .
As I said before โ I am a CLONER but also an ANTI CLONERโ at the same time .
Only TIME will tell , whether this decision of mine was RIGHT or very RIGHT ๐
Have all the RIGHTS TO BE WRONG ๐
Beginning of 2023 there was a โPSEUDO TATA Co. available UNDER 300 Cr. MCapโ .
This was one comment from a retail investor that got me excited & forced me to study this name ๐
PEG RATIO of 18.9 vs. 1.2 , what will you choose ?
27 Analysts Vs . 0 Analysts ๐
Markets are amazing!!
#FMF33
PE me pi liya hai steroids ๐
SEP 22โ : 9 ๐
JAN 25โ : 100 ๐คจ
When you get PE RERATING & EPS GROWTH ~ Wealth Creation is GUARANTEED ๐
Having said that itโs SUPER HOT now ๐
๐ญ
Savdhan Rahein ๐
#FMF33
Dixon has coverage from 31 Marquee Research houses / Analysts like NUVAMA, Jefferies etc.
One day my 1500 Cr. Co. Will enter this DISCOVERY space .
SEP 2025 is when RETAIL will start entering as it enters the MAINBOARD โ
#FMF33
My wild guess : TWO Domestic MFโs will enter before the SUMMER of 2025๐ #SENisms
These are the parameters I was obsessed when i picked my #FMF33 last year !
Valuations ๐ Opportunity Size ๐
Execution Focus ๐ Profit Compounder ๐ Leadership ๐
After almost a year itโs making my portfolio go sizzling !
Having said that a lot of OPTIMISM priced in now . Focus will be on EXPANSION & EXECUTION๐
The great thing about MICROCAPS is they can be 5-10-50X & still be a fresh new idea to 99% of INSTITUTIONS ~ @iancassel // My Microcap Guru ๐
#FMF33 becomes a 10 Bagger from its IPO just in 2 Years ๐ณ
I have said it earlier , will say it again : 3 RoleModels have helped me crack this one :
@dmuthuk : Helped me understand the OPPORTUNITY with his MACRO views
@chokhani_manish : Helped me understand how small we were, when compared to CHINA ( thus the potential)
@LuckyInvest_ARK : AK Sir being the most important one in helping me identify the stock๐ ๐ญ
#Journaling
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