Dr Sanjeev (@Longterminvstr) profile picture

Dr Sanjeev

@Longterminvstr
 Hyderabad, India
Joined April 2012
  • Tweets656
  • Following45
  • Followers86
72Media
Photo by Dr Sanjeev (@Longterminvstr)Photo by Dr Sanjeev (@Longterminvstr)Photo by Dr Sanjeev (@Longterminvstr)Photo by Dr Sanjeev (@Longterminvstr)Photo by Dr Sanjeev (@Longterminvstr)Photo by Dr Sanjeev (@Longterminvstr)Photo by Dr Sanjeev (@Longterminvstr)Photo by Dr Sanjeev (@Longterminvstr)Photo by Dr Sanjeev (@Longterminvstr)Photo by Dr Sanjeev (@Longterminvstr)
Sai silks cheap has become cheaper Now at 3.8 Ttm ev/ebitda with 2.24% dividend yield
Dr Sanjeev (@Longterminvstr) profile pictureDr Sanjeev@LongterminvstrJul 17
Sai silks trades at just 5.3ev/ebitda and with div yield 1.5% . 12-15% revenue growth with improving margins ( if achieved ) could push the stock towards previous highs Its a complete contrabet at this point of time
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Yes In the game for long term
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Snowball Effect 📈 (@Dynamicinvstr) profile pictureSnowball Effect 📈@DynamicinvstrOct 24
MF returns vanished . 🙂. Part of the game
Image from Snowball Effect 📈 (@Dynamicinvstr)
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Lack of funds is more saddening than the market crash
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Hospital stocks are beaten down left and right Max , hcg,manipal and rainbow are my favorites
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Jio ipo is largest till date 30k crore and qib is alrdy 10x on 2nd day there is no liquidity in market right now after allotment and unblocking correction will stop is my feeling
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Crompton greaves Consumer Electricals - into - Lighting and electrical Consumable durables Demerged from CG power in 2016 at ₹135 ATH - 513 Now ₹ 214 Trading at 24fy27e and 20fy28e Dividend yield 1.4%
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Cons - No promoter - professionally managed company although fii+dii hold 86% of company 190-200 may act as support if at all it goes to 135-145 then it becomes very lucrative
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How to dispose expired metal creditcard ? @CardMavenIn @cardinsider
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DMART Revenue: +18.4% to ₹19,206 Cr • EBITDA: +14.1% to ₹1,403 Cr • PAT: Just +7.6% to ₹804 Cr • EBITDA margin: 7.6% → 7.3% • Same-store sales growth improved to 9.5% from 6.8% • Added 15 stores; total now 518 TTM PE 72.3 ₹ 3340 support likely to be broken
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Interesting chart on what happens when Nifty goes through 2-3 years of flat returns
Image from Tejas Bansal | Equity Insights Elite (@EquityInsightss)
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Decent promoter buying
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Dr Sanjeev (@Longterminvstr) profile pictureDr Sanjeev@LongterminvstrAug 20
Greenpanel chances of bottom at 148-160 At cmp of 159, trades at around 12times fy28 estimates Good DII holding of 28.5 %
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రేపు మ్యూచువల్ ఫండ్స్ పరిస్థితి ఏంటో 😱 అయినా సరే ఆపేదెలే
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Tortoise investors are crying 🐢🥶 1) Turtlemint 2) Parag Parikh
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Onesource specialty pharma Demerged from Strides pharma Verticals - Drug device combination, biologics, Gelatin, injectables cmp ₹1510 TTM REVNUE - 1543 TTM EBITDA - 339 Management guidance FY28 REVENUE - ₹3840cr FY28 EBITDA - ₹1535cr ( 40% margin )
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In my investing beginning , I used to avoid stocks which didnt move or made negative returns last 5 years. Likewise missed airtel at ₹530. Read concalls, reports try to forecast future earnings
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MAS Financial services A steady Compounder Available at 1.3 fy28e price to book at cmp ₹273 Good DII holding
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Nifty monthly chart Please take support below and hit above 2 Lines fast 😝
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Antelopus 🔥
Dr Sanjeev (@Longterminvstr) profile pictureDr Sanjeev@LongterminvstrSep 9
Antelopus Selan Energy & Seamec Whats cooking ? 🤔
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Interesting how times change @dmuthuk His conviction in NSE was contagious I purchased in 2023 in unlisted at ₹720 ( split adjusted ) Now I want to switch to a faster growing company like groww
Muthukrishnan Dhandapani (@dmuthuk) profile pictureMuthukrishnan Dhandapani
@dmuthukSep 18
That was ages ago. My investment philosophy got completely changed during last couple of years. So I'm no longer interested in buying NSE.
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Do SIP tension free
Groww (@_groww) profile pictureGroww
@_growwSep 15
Replying to @Thinking01010
Hi, SIP instalments paid through UPI AutoPay are exempt from any MDR charges, regardless of the amount SIPs registered through NACH are also unaffected Since the AutoPay mandate has been stopped, upcoming SIP instalments will not be processed through it. If the SIP was stopped only because of any misunderstanding around the MDR update, you may reconsider restarting it by setting up the mandate again. Please feel free to contact @groww_cs if you need any further clarification or assistance.
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