Exciting News! 🎉

Join us for 'SOIC Investor Pulse' in New Delhi! 🌟

Meet Ishmohit Arora and the SOIC team in person for an exclusive insight into themes for the future.

Event Details:
SOIC Investor Pulse 2024
Date & Time: 26 May 2024, 9 am to 6 pm
Venue: The Stein…

The unsung hero of Middle class savings. Asset allocation is a part of investing. Not everything is equity in investing

2 Insightful learnings of the day:

1. Listen to the concall starting from 15th Minute till 30th minute here to understand the Macro tailwinds in the Cables sector. As Cables and wires are used in multiple projects, explains the end user tailwinds too.

youtube.com/watch?v=lMsCkP……

Banks: loved in 2014-17 rally. Valuations went to the moon.

Hated today. Valuations of some are equivalent to JP Morgan which grows much slower.

Narrative then(High valuations): India is a credit starved country.

Narrative today: RBI is after them, NIMs will be permanently…

'What you buy is important. At what price you buy is extremely important!'

Mr. Rakesh Jhunjhunwala speaking about the importance of valuations.

Valuable investing lesson for all retail investors 🤓✍️📖

Credit: A clip taken from CNBC-TV18 YouTube channel

In the Real estate sector these are the 9 numbers which are worth tracking:

1. Pre sales growth: Pre-sales in real estate refer to the process of selling properties before they are fully constructed or completed.

2. Collections: how much cash they have collected against the…

Usually how product mix improvement starts.

It's barely visible and then suddenly it contributes to more than Half of the business profitability. Till then it's out on the street.

Focus on Optionalities and Product mix improvement in businesses you are invested in

Tata group commences full scale aircraft manufacturing in India

Free for the next 30mins!

Ask me anything below (Please avoid Buy or sell questions, wont be answering those)

🧵🧵🧵

People are busy in predicting election outcomes like they predict the next Quarters results..

Focus on variables one can control

Those who have knowledge, don't predict. Those who predict, don't have knowledge.

Real estate

One of the strongest sector both fundamentally and technically

CDMO Bullet train will gather further pace if this shift accelerates

fiercepharma.com/pharma/wuxi-bi…

Mr. Rakesh Jhunjhunwala on a few key traits of companies which create wealth for investors 💰

Key Traits-
1) Large Opportunity Size
2) Corporate Governance
3) Use of Technology and Ability to Change
4) Frugality
5) Patience
6) Ability to Delegate

Credit: Clip taken from Mr.…

Sharing these screens for Public Use:-

Been working on these screens for a few years now. These include ways to find stocks showing Margin expansion, ROCE Expansion, Reasonable Valuations, Capex, Deleveraging, and companies showing epic PAT Growth.

Make full use of it folks.…

Really good article on Chinese oversupply in Solar Panel market

pv-magazine-india.com/2024/05/02/sol…

Looking at the 2wheeler OEM numbers. 2 Wheeler AUTO Anc's should do really well.

BAJAJ auto April growth: 17% YOY
TVS April Growth: 25% YoY
Hero Moto: 34.7% YoY
Eicher: 12% YoY

Which auto ancs do you track?

This is a very good way to think about valuations,

Exit PE will interact with exit growth rates and margins