Wednesday, February 28, 2018

The Enablers

I wanna restrict myself to realities. Do not want to tell future. Simply because until you transcend time, its lie to tell future.

But Want to tell today.

All the companies selling dreams will die in next 10 years. All the companies fulfilling dreams of people will grow exponentially.

I will call them "The Enablers"!

And those selling Dream must die. That is where the Neo Human can be born. Authentic human being, Humanaire.

Companies which enable people, provide platform to leverage will flourish.

Few social media companies are glimpse. But then they themselves started selling Dreams.

Tesla is Game Changer. Elon Musk is the man to watch out for.

IT companies which are developing software by charging clients will die.

Technology companies which are on Open Source will lead and disrupt.

Lets see.



Friday, April 7, 2017

The 100 PE Elite Club: Companies with Greatness-Factor™

Well, Thoughts started flowing after reading a discussion about a amazing retail chain business which listed recently.

Why a company gets 100 PE?

Let me reserve copy rights of 100PEEliteClub™, PEPie™ & Greatness-Factor™ first.

Greatness-Factor™ might be well written and researched. Will talk later.

Why a company gets 100 PE? It has to have Greatness-Factor™ first.

Can we think in this way:

A Segment gets 100 PE based on opportunity size, tailwinds and sustainability in foreseeable future.

A pioneer, first mover, trend setter and leader is the segment will get entire pie of 100 PE.

This will attract competition. A copycat replicates the model or try to.

So, Now 2 such business will divide PEPie™, and will trade on 50PE.

This will attract more competition.

So, Now 4 such quality business will divide PEPie™, and will trade on 25PE.

This will attract more competition. and then, Segment equity will dilute, will have rat-cat fight, throat cutting competition, degradation in quality, derating and finally start of Consolidation phase.

Much more. Look around Telecom, Infra and so on.

Who said: Investing is easy? Its simple, stupid. Read the blog title, I am the Stupid!

Wednesday, March 22, 2017

A Business like ad-Venture Funds: Here it is - Max Ventures

They are Sardar. & ADVENTURE attached to them is double killing. & it makes triple killing when you add MAX as well!

Here you need to trust them for decade than making fun and jokes!

Are you fine?

Then, you might be rewarded handsomely. May Be! Right? You know Probabilities?

They may Invest into start ups. Hospitality. RE. Education. You give them nice idea and they will Invest. Do you have any?

Its Max Ventures & Industries.

Sardar is Mr. Analjit Singh



Read about it. Read annual reports. Read who is managing company and you trust them?

Do not forget to read disclaimer. I am not an Investment adviser & you may loose all capital if Invest based on my views only.

He he! Jo Darr gaya wo Marr gaya!

Virinchi limited: An IT company with healing power?

No, I don't know.

I am an ignorant, fool, common man. all 3 words are synonyms.

I do touch, feel, See with open eyes and if something mesmerize me, I get into love with it.

Probably this is one such case. Probably, as I can sell it any day. I am common man with huge mood swings.

Bought it at 55+ levels many months back and continuously adding.



Read disclaimer as well. Equity Investment in risky, so People Invest into LIC where they have surety of not beating Inflation.

Sunday, January 1, 2017

SHRI JAGDAMBA POLYMERS: GEOTEXTILE Opportunity?

SHRI JAGDAMBA POLYMERS: CMP 713.8

GEOTEXTILE IS A HIGH STRENGTH POLYPROPYLENE WOVEN FABRIC PRODUCED WITH HIGH TENACITY TAPES AND THEN WOVEN ON WIDER WIDTH SULZER LOOMS UPTO 5.3 MTRS.


Company is not R&D backed like Strata Geo. But able to get into generic GeoTextile. Have to look other parameters like Debt (looks high) and contribution of Geo in total sales.

Growth momentum is there. Not a high class investment grade stock, but will fetch info about Geo Ind.

Garware rope looks better to capitalize the Geo Opportunities. 


Please read the disclosure. I am novice Investors, putting note here only for further discussion.

Thanks