Dinesh (@growingturtle53) 's Twitter Profile
Dinesh

@growingturtle53

Investor, Physics Teacher, Photograph Enthusiast, Cinemaholic, Reader.

ID: 3072285896

calendar_today11-03-2015 03:12:41

1,1K Tweet

135 Followers

230 Following

Intrinsic Compounding (@soicfinance) 's Twitter Profile Photo

Packaging film value chain In India Resin/Petrochem → Films (BOPP, BOPET, PPF, dielectric) & Rigid/Flex packs (tubes, IML/HOPP, cartons, straps) → Converters → End-use (FMCG, Paints, Pharma, Auto, Food). Commodity films ~6–20% vs Specialty ~16–25%+ Key players in the Indian

Packaging film value chain In India

Resin/Petrochem → Films (BOPP, BOPET, PPF, dielectric) & Rigid/Flex packs (tubes, IML/HOPP, cartons, straps) → Converters → End-use (FMCG, Paints, Pharma, Auto, Food).

Commodity films ~6–20% vs Specialty ~16–25%+

Key players in the Indian
Dinesh (@growingturtle53) 's Twitter Profile Photo

Strong Fundamentals + Sector Tailwinds + Relative Strength + A trailing Method on Price that makes sense to you = Winning Mantra

Dinesh (@growingturtle53) 's Twitter Profile Photo

As your base grows larger, you become more cautious about protecting it. And in that process, you choose durability instead of chasing alpha, which eventually makes less in the short term but does wonders in the long term. Realizing this is the first step towards findependence.

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There are almost 5500 listed companies in India, out of them only 197 is making Profit and EBITDA > 500cr from core operations and converting 70% of that into cash for the last 3 Years. And if I consider the last 5yr the number is 182! Let that sink in.

Dinesh (@growingturtle53) 's Twitter Profile Photo

For the two parameters- Returns Vs Nifty 50 or NIFTY 500 CRS Vs Nifty 50 or NIFTY 500 can you make the periods for them customizable? Please please?? StockScans By SOIC

Dinesh (@growingturtle53) 's Twitter Profile Photo

Ever found a situation where the math is right but still it looks like the dumbest thing ever? Exhibit A- The unbeatable Giant- Hindsight.