Anand Mishra

Follower of William O'Neil, Stan Weinstein school of investment.

[Anand Mishra @learning_moat]

A thread on Learnings So Far.

[Anand Mishra @learning_moat]

Just noticed, in sustainability theme, metal recycling are doing better.

Reason : Metals are in upswing ??

[Anand Mishra @learning_moat]

Copper ATH breakout.

[Anand Mishra @learning_moat]

MCX is new BSE

[Anand Mishra @learning_moat]

Solar Industry

Drones will do better than other options.

2nd is Ideaforge

[Anand Mishra @learning_moat]

Now copper breaking out.

[The_Chartist 📈 @_chartitude]

Now the market needs World War IV to fall - World War III is not helping at all

[Anand Mishra @learning_moat]

10 year themes which are easy
-Investing themes (AMC, Brokers, Depository, Exchanges)
- Defence
- Waste Management

[Anand Mishra @learning_moat]

BDL
BEL
Solar Industries
Ideaforge

[Anand Mishra @learning_moat]

Logically Air should do better than any other.

[Anand Mishra @learning_moat]

Market looks weak.

[Anand Mishra @learning_moat]

2 big nets are
Ideaforge
Premier explosive

Next 2 big bets are
Hind Zinc
Hind Copper

Next 3 big bets are
CDSL
NUVAMA
DAM CAPITAL

[Anand Mishra @learning_moat]

@moneyworks4u_fa Many have tried and exited the space. FOOD pands, Uber Eats, Amazon ..... Tell me the day you order food from Rapido. Jo share apne paas nahi hota hai, usme sari problem dikhti hai.
Trying and succeeding are two different things.

[Anand Mishra @learning_moat]

@TARUNspeakss Why can't you accept that Sonam is a cold blooded vicious killer and mastermind of the incident.
Why you have to make it b/w man and women.

[Anand Mishra @learning_moat]

NBFCs are in expanding mode like defence did earlier.

[Anand Mishra @learning_moat]

@soicfinance In book Mastering Market Cycles, Howard Marks has pointed it out.
Strong Economy + positive Credit Cycle + investment culture = ferocious sustained bull run

One undisputed theme is Wealth management and Capital Market stocks.

[Anand Mishra @learning_moat]

Another play on Copper price breakout could be Hind Copper.

It will become interesting play if copper prices break out. Could see ATH in such case.

[Anand Mishra @learning_moat]

Raja Raghuvanshi case

What the hell is wrong with women these days.
Where as a society we are going.

[Anand Mishra @learning_moat]

Daily Exercise
Keep it simple.
- Pick up any Exercise which you can easily do, any game, walking, running etc anything you like.
- try to get 10 K steps daily
Do it daily.
Then add on
- 2 days of strength training

Remeber any amount of Exercise is better then none

[Anand Mishra @learning_moat]

One healthy trend I have seen is people are sharing their experience with weight management and healthy habit.
There are many ways to do it. To keep things simple, focus on these pillar most
- Healthy diet
- Daily exercise

Then add on
- regular good sleep
- stress reduction

[Anand Mishra @learning_moat]

Healthy diet
Keep it simple.
- Avoid Junk food
- Limit oil, sugar and salt
- eat more Fruits and Vegetables
- eat some nuts daily