#fmf37 - Twitter Hashtag

over 1 year ago

"INDIA RISK ON ✅ GLOBALLY RISK OFF 🚫" So what's our strategy: Entire focus is on INDIA centric companies🎯 ~ Sandeep Tandon / MAY 2025 Interestingly all my 2025 Bets : #FMF37, #FMF38, #FMF39 & #PF19 have major focus on INDIA ✅ 😊

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Ron || Mad About Stocks

@MadAboutStocks_

over 1 year ago

All my recent bets( read 2025 buys) are from DIFFERENT INDUSTRIES 😀 #PF19 #FMF37 #FMF38 #FMF39

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Ron || Mad About Stocks

@MadAboutStocks_

over 1 year ago

Cash now down to 2% 😃 #FMF37 #FMF38 & #FMF39 took birth over the last few weeks ✅ ( I had not anticipated this ) Have aggressively loaded some of my existing names too , in this SALE 😁 Is this the bottom ? No one knows , so don't even waste time asking 🙏 #Journaling

Ron || Mad About Stocks

@MadAboutStocks_

over 1 year ago

Portfolio Update : NO NEW ADDITIONS yet in 2025 . Busy loading my existing names at steep discount across #PF #FMF & #UL categories 🙂 Cash down at 7% from 15% at the starting of 2025 . QUANTITY GOALS era 🎯 💪 #Journaling

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Ron || Mad About Stocks

@MadAboutStocks_

almost 2 years ago

I have 6 contenders for my #FMF37 , which is going to be my FIRST #FMF of 2025 ! As shared earlier , I have switched gears in 2024 & have now become a CONCENTRATED Investor, in my assumptions I might ADD just 2 FMFs in 2025 ! Hence I will be delaying my decisions & finalising the name in NO RUSH . Having said that I will share notes about all the 6 contenders through my cryptic tweets , so stay tuned 🙌

Ron || Mad About Stocks

@MadAboutStocks_

almost 2 years ago

I have shared many of my #MICROCAP frameworks that I use to IDENTIFY/ SHORTLIST . But what happens after that is IMPORTANT ~ How do I decide on ALLOCATION? I call it the #SPGR framework ✅ 🍀Scale : Businesses that’s SCALING FAST 🍀Profit : Businesses that are compounding PROFITS 🍀GROWTH : Businesses which are growing at 20-35% CAGR ( atleast 3 yr.) 🍀ROCE : Most important is this . 15-20% is good 😊 So now you all know what I do after Identifying a Microcap 😊 Over the Last 2 years I have invested in just 6 microcaps , MOSTLY they all meet the SPGR Test😀

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