JJ

Individual long-term Investor

[JJ @jjlongterminves]

Even if we take 50% of that, 60% (30%) comes from cheese; their total cheese sales are only ₹1145Cr.

~25 of the numbers are derived from market share numbers.

Who is wrong here?

[JJ @jjlongterminves]

In the Q4 earnings call, @ParagMilkFoods mentioned that they hold a 35% market share in Cheese based on IMARC data.

I think it is wrong. Here is my analysis.

[JJ @jjlongterminves]

However, their overall revenue for FY '26 is ₹3818 Cr.

Out of which 60% comes from the core category.

[JJ @jjlongterminves]

Navneet Education concal.
5/10. While it is understandable that the business is not doing well but concall got disconnected three times. Management is not ready with all important number.

[JJ @jjlongterminves]

Created a simple 5 stock well researched stock portfolio for my in-laws last december compromising of Mid and small cap stocks.

It beat the index by 20%.

However still can't beat the returns from the gold they preferred to buy then.

[JJ @jjlongterminves]

@ashvinmelwani It's certainly @jagadeesh_j . Just check his LinkedIn post for the last 8 years.

[JJ @jjlongterminves]

One simple way to hold the potential multibagger over decade is averaging up. This way your overall position's returns will be lower always.

[Chander Bhatia @ChanderBhatia01]

You will never know in advance about your potential 10, 20, or 50 baggers. You need to buy 8-10 stocks after deep understanding of businesses. After 8-10 years of holding period, you may get two or three multi baggers. It is important to keep tracking businesses and development in between.

Reality check- very few investors can hold or add stocks during corrections.

[JJ @jjlongterminves]

@jagadeesh_j Very useful information.

[JJ @jjlongterminves]

@thesamparr For Digital Marketing, digitanomy is quite insightful.

[JJ @jjlongterminves]

Best thing I have read today.

[Jagadeesh J @jagadeesh_j]

In the ideal world,

Marketing should bring in users;

Product should retain the users.

But when there is too much money, marketing will be forced to do both.

When there is no money in the system, the product will be forced to do both.

None is sustainable.

[JJ @jjlongterminves]

@Suriyak79705249 @jagadeesh_j So what is other option. Front end the payment?

[JJ @jjlongterminves]

@jagadeesh_j Very true.

[JJ @jjlongterminves]

Nice one.

[Jagadeesh J @jagadeesh_j]

@arjunbirsahi Well I don't drink. So filled my car tank for Rs. 5000 of petrol and contributed Rs. 2600 to the nation building.

Jai hind. 🙏

[Jagadeesh J @jagadeesh_j]

There is some good in this world & it's worth fighting for.

- All digital marketers running Affiliates/Ad-networks campaigns today

#Digital
#marketing

[JJ @jjlongterminves]

@jagadeesh_j Can't agree more.

[Priyanka Sood @Priyank31213202]

We are delighted to introduce Jagadeesh J, Vice President Digital & Growth , Unacademy as our grand jury for #e4mrealtime

@jagadeesh_j @anuragbatrayo
@nawalahuja

[Jagadeesh J @jagadeesh_j]

So R&F campaigns are not what it looks like from the outside.

Use it with caution.

6/6

[Jagadeesh J @jagadeesh_j]

Few months back, I read an interesting news. 

In 2021, 74% of all the product searches in US started in Amazon while that number used to be 54% pre covid. 

And last week I read a news.

🧵...