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D.Muthukrishnan @dmuthuk Chennai, India

Amateur investor. Enjoy sharing thoughts on investing, personal finance and more. Not here to sell anything. Views are personal and are not recommendations.

89 Following   209,921 Followers   33,644 Tweets

Joined Twitter 9/18/11


@InvestmentBook1 @Vivek_Investor @EWFA_ Excellent efforts. Kudos to @InvestmentBook1The Best Books Suggestions by @dmuthuk Sir Valuable Lessons and Learning for sure Put my lot's of hardwork to pr… https://t.co/31wkI5ntW5
Retweeted by D.MuthukrishnanThe Psychology of Money at just Rs 229 in #Kindle #india #kindledeals #AmazonGreatIndianFestival @dmuthuk https://t.co/nbwGAinOK4
Retweeted by D.Muthukrishnan @dmuthuk I have compiled a thread on the journey of Saravana Bhavan. Hope you like it! https://t.co/nlNXL0KefR
Retweeted by D.MuthukrishnanNot trying to impress others is freedom. Try it.If you stop seeking social approval for your lifestyle, financial freedom is not far off.At some point, without contentment there can be no peace of mind. Once you are contented, it is not that your inves… https://t.co/yp09dpmMWQYou don't own till you owe."The basic ideas of investing are to look at stocks as business, use the market's fluctuations to your advantage, a… https://t.co/Jsk7f5moeu
10/20
2020
@moatedgrowth Thank you. If you've the report, can you please email it to me? dmuthukrishnan@gmail.com @tycoonmindset05 @datta_arvind @Vivek_Investor @connectgurmeet @Prakashplutus Thanks for sharing in detail.A bear market can teach you more than all the books combined.Inhuman patience https://t.co/MJGln4GNjb
Retweeted by D.MuthukrishnanIdeas are easy. Conviction is extremely difficult.I can concur to that. Some stocks were stagnant for 1.8 years and then moved 100% in few weeks. Would not have been… https://t.co/jdAr3UFQrG
Retweeted by D.MuthukrishnanTrump or Biden; doesn't matter. Pidilite would continue to sell Fevicol. Nestle would continue to sell Maggi. ITC… https://t.co/2UYsMM3wYdThere is no need to own all good companies. https://t.co/m1dbXll6AbWhen you realise failure is the norm and success is an exception; you'll be very careful in choosing companies to i… https://t.co/TH2o5ICtWEKeep telling yourself that 80% of returns happen in 20% of time. The success lies in holding on to investments in t… https://t.co/83baFeGTGKWhat you don't know can also be your strength. If you don't know how to time the market, how to make short term mon… https://t.co/Kww75ZrcEP
10/19
2020
To compound wealth, need to compound learning. @dmuthuk After lots of experimentation, I have finally been able to make reading both consistent and satisfying. T… https://t.co/El4rqFt61S
Retweeted by D.Muthukrishnan @abhilashkattay1 🙏🙏🙏Two Best Links to explore our selection of books 1.https://t.co/8C0DrqF7i8 2. https://t.co/cizI9RPPMT https://t.co/JC5qTuFtUc
Retweeted by D.Muthukrishnan @dmuthuk Breaking down reading habit, it looks as simple as this. Surely achievable sir. https://t.co/futY1Llk2Q
Retweeted by D.MuthukrishnanWhat you consider as an unique issue, someone has already faced and written about it. I've never aspired to meet an… https://t.co/u2rLYlWIFZInstead of asking me for good books to read, ask @InvestBooks. Depending upon your needs, he would guide you.Even mere act of doing nothing needs lot of wisdom; which comes only from repeatedly reading legends.Following me or anyone else on Twitter is no substitute for reading good books. If you've to choose between books a… https://t.co/PWn2QgDfyV @abhiresponse Thanks for the explanation.True. Let's see what happens in the next five. https://t.co/qk3zFQR9oBBusiness fundamentals detoriating. Better opportunity. Would like to sell only rarely. https://t.co/EM0lIaUB6CI don't buy any stock with price target in mind. https://t.co/JiBBZ2KgYIDon't know. Don't want to learn certain things. https://t.co/94uutFNZlNIndia is a spirits market. Indians want more value for money in terms of intoxication. Diageo is the global leader… https://t.co/elxA7XjYbNUnderstanding domain is difficult. Identifying long term winner is next to impossible. https://t.co/2DSJ4mRSTHGlobal leader. Synonymous with cooling solutions. Growth above industry average. Global design and development cen… https://t.co/YFzFNjSSirAll are leaders in what they do. https://t.co/f5OAn7oesTI'm a passive investor. I wouldn't make an effective manager. https://t.co/4MCxgoBICE @abhiresponse Request you to explain this in plain English.Don't own a stock because someone else is owning even if that someone is Rakesh Jhunjunwala. https://t.co/J7W4a5QUwkZero knowledge. https://t.co/v5UKLC0m6EEven management wouldn't have anticipated this backlash. I don't see any long term negative impact. https://t.co/FXE7toi7cbNo. It's Pidilite. They are doing it for a long time. Honest, ethical, transparent and minority shareholder friendl… https://t.co/UtpKNQbKGv @dmuthuk Muthu Sir, The two Cos which uses EVA(ECONOMIC VALUE ADDED) CONSISTENTLY for decades in their AR to depict… https://t.co/bhhGeRBrtz
Retweeted by D.MuthukrishnanReason provided many times for exiting HDFC Bank. In my view, HDFC Bank would continue to be a wealth creator. For… https://t.co/4s26Y38PyZYou can bet big. Wouldn't suit temperament of many. So, not for all. Difficult part is identifying right companies… https://t.co/7qg31LTNLaThey won't add any other brand under listed entity. Two possibilities; They may merge both P&G Hygiene and Gillet… https://t.co/CHSdUsAlyIAt one point, wanted to own either Pidilite or Asian Paints. Very difficult call. Finally decided for Pidilite. I… https://t.co/BHF7Xw8VgFRemember reading that when Whisper came to India, usage of sanitary napkins was abysmally low. Whisper developed it… https://t.co/aoVZ34evLPWhisper is synonymous for female hygiene. Vicks is synonymous for cold rub. Mothers wouldn't use any other brand f… https://t.co/Y2fK81pdBmIn alphabetical order: HDFC Life ITC Johnson Controls Hitachi Nestle India P&G Hygiene Pidilite Titan United… https://t.co/IZfgx9dPmQMay not go for lending business again. I've shared the reason many times already. https://t.co/AjzaomjyaqWell, provided if you believe ITC has same future like that of coal India. I believe otherwise. ITC has a great fu… https://t.co/jCdsPwGfJkThe eight I own is good enough for now . Would add NSE post it's listing. https://t.co/N1FOZmspDXAgri, Paper and Packaging, IT; these are all started by ITC primarily to support cigarette and FMCG businesses. So… https://t.co/FfP5HxXDbDI primarily focus only on the companies I own. If I've more money, I'll buy more of what I already own. https://t.co/9lU6hMhTsESomeone can verify and confirm. Remember reading in one of the brokerage reports that this is the lowest valuation… https://t.co/Mndvf7HZWB @dmuthuk SOTP Cash Rs 32 FMCG Rs 50 Hotels Rs 20 Paper Agri Rs 20 At current mkt price… https://t.co/iYu2VvzlR4
Retweeted by D.Muthukrishnan @adamumesh18 India itself a very huge market.Just to answer what I would do if ITC reaches 100, I would buy more. I've made good allocation to the stock in my… https://t.co/1kqwvdARnN @dmuthuk As per a #Nielsen study ... around 80-85% of brands launched never make it beyond the initial year of the… https://t.co/WPZPT3RLWk
Retweeted by D.MuthukrishnanBEST BOOKS FROM PETER LYNCH Combo : https://t.co/EOWEfzTean https://t.co/AgvObFUmA5
Retweeted by D.MuthukrishnanDecades to come. https://t.co/BLQq0bmbyLI own. To me, it is with a multi decadal outlook. My time frame wouldn't suit most. https://t.co/IQIOGVCJWZ @dmuthuk Bought flavours in a small shop in Tokyo that I never imagined. Kit Kat is the only candy biscuit my daugh… https://t.co/GYp0DSqXsY
Retweeted by D.MuthukrishnanLet it go. Let me see what happens when ITC is available for 8 PE and 10% dividend yield. https://t.co/m8iGgmf91dIn investing, learning is cumulative. Betting on Nestle, when it was hugely criticised post Maggi crisis, helped me… https://t.co/5UIze3grQcWhere you invest is upto you. Your money, your decision. I own both ITC and Nestle. https://t.co/7aQ1tQ5iuM @Vivek_Investor @dmuthuk They were trolling him when he talked about Nestle a few years ago during a "temporary crisis."😜
Retweeted by D.MuthukrishnanThose who ask why ITC is getting into many verticals under FMCG; the idea is to be the number one listed player in… https://t.co/4zf5m52gAYAs our per capita increases, Nestle India would be able to introduce many more brands and products. They have 2000… https://t.co/w6JRowB49RNestle is also the largest seller of bottled water in the world. @dmuthuk Although Nestle has products in almost all categories, the highest selling category is Powdered and Liquid… https://t.co/k2bAHzpV2z
Retweeted by D.MuthukrishnanShared a video in the previous tweet. Surprised to learn that Nestle was originally found to produce milk substitut… https://t.co/TTgwYQtdN7Just wow!! https://t.co/z4PpekRyPL @dmuthuk @Vivek_Investor @AdeParimal
Retweeted by D.Muthukrishnan @dmuthuk Such a beautiful ad, using true real life heroes instead of the so called Bollywood heroes. *Hats off to… https://t.co/tgyrkqS59v
Retweeted by D.Muthukrishnan @AK93P1 @FI_InvestIndia Well written 👍 @CAKothari123 😊😊100% yes. This message is for all the followers. I'm heavily biased and opinionated in favour of ITC. I've vested i… https://t.co/s3lH7Vio6TMaking money is hard. Making money takes time. You need money to make money. There is no quick way to riches. T… https://t.co/kinUhcbsvPIf you buy and sell repeatedly, need to find lot of winners. But only a small percentage of stocks create wealth. B… https://t.co/0PHK5TyhtPIf you self impose the discipline of selling only rarely, the quality of your buy decisions would remarkably improv… https://t.co/xQpNpVhceEToday's Economic Times reports that post pandemic, frozen food segment is growing in leaps and bounds. ITC's frozen… https://t.co/6vzoR3DZWe
10/18
2020
@PollTics Valid concern. @PollTics Thanks for sharing the article. @dmuthuk Actually, Charlie Munger said it best: “I never allow myself to have an opinion on anything that I don’t… https://t.co/7Nn56TDJj3
Retweeted by D.Muthukrishnan @DividendGrowth Very well written.Many have opinions. Very few look into details.A Thread.. Some Learnings from Professor Bakshi Maintenance CapEx Lecture : 2 Types CapEx : - Maintenance CapEx - Growth CapEx
Retweeted by D.MuthukrishnanFor those who questioned the rationale behind #Savlon sanitizer sachet. Interesting and responsible use case. Might… https://t.co/ExvvKyrZhT
Retweeted by D.MuthukrishnanThe new offerings make ITC the first fruit beverage brand in India to provide a portfolio of source-certified fruit… https://t.co/RkKPtVhYkj @rajivmehta19 @manurishiguptha They would be in many things related to food by 2030. Out of Rs.1 lakh crore project… https://t.co/dPpcQvKEv1 @_ajitleads Don't know anyone else. @rajivmehta19 No. I don't even know how to do it. Not interested too. @rajivmehta19 Yes. But that's not the reason for which stock has been bought. It's for long term potential. Covered… https://t.co/bZdn337nBU @Arrushadityadev @kirtan0810 @connectgurmeet @SahilKapoor @siddbuzz @SiddarthBhamre @TraderHarneet @rohanshah619https://t.co/iWfHupe2amNarratives follow price. https://t.co/7hvwPToMmN @VidyaG88 Thank you. Wishing you and your family too a very happy Navarathri. @dmuthuk The media tries to "explain" why stock prices are down. They have no clue, but still have pages to fill in… https://t.co/Nh545g81tG
Retweeted by D.Muthukrishnan
10/17
2020

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