An Ignorant, Fool, Common Man's Gibberish On Madness called Markets!: December 2021

Saturday, December 18, 2021

RE - The one of the oldest asset is awaiting it's Tesla moment and so the perfect sector for 100x

Real estate awaiting it's Tesla Moment:

Pain Areas:

It's seller's market
Legacy construction technology
Time is luxury here - Approvals, Development and point above all takes time beyond patience
Transparency - Govt as devil - Weird registry process - Black money - Title and records
Millions novice nonsense non professionals brokers - Adding Minus Value

Every point invites here - Disruptors.

So the opportunity for stakeholders, 100x in the sector in next 10 years.

See 2 Mega Trends -

Prop Tech - To address point 1, 4 and 5
Construction technologies - to address 2, and to a extent 3 point above

Prop Technology:

Aurum PropTech - Listed and very interesting
Square yards / NoBrokers - Upcoming IPO
IndiaAssetz - In Startup phase

Construction technologies:

Modulex
To be added

What else?

Disclaimer:

Any Investment must come from Self Conviction, and is more relevant to Equities. And Conviction will come from Knowing 1% of UNKNOWNs in UNKNOWABLEs mystic world. I honestly accept that what ever I am writing and conveying here is same 1% or less than that. So please educate yourself and take decision considering Warren Buffer's first principle of Investing "Do not loose your capital" in any case. In short, please consult your Financial Adviser, I do NOT recommend any BUY or SELL here, its purely my own perception with a RIGHT TO GO WRONG. And as a disclosure I MAY have position in stocks mentioned and MAY sell them anytime as per my conviction level.