Monday, October 10, 2022

World is aging - Max India

 Last 6 months, I found myself every 3-4 days in hospital/clinic assisting the elders around me.  Clearly the world is aging.

and needs caring and empathy never before.


My bet is Max India in the space.

New Technology Business Wonder in making - Aurum PropTech

 Real estate = Perfect place ready for disruption.

Aurum PropTech - Right mix.


Results could be Wonders. This setup is to watch out for next coming decades.

Disclosure - gets in and out based on own conviction.

Business of up coming decades - Selan Explorations Technology

Since 2011, after reading the "The Third Curve" I was in search of that kind of set up.

Narrowed down to Vedanta but that is lead by one of most Greedy face of India so ruled out it. ONGC, NMDC were other options but did not fit the bill plus PSU culture is damn issue.

Finally came - Selan Explorations Technology with new team from  Blackbuck Energy Investments Limited,  owned largely by Oak Tree Capital, and they also have a controlling stake in Antelopus Energy Private Limited in India.

And my search for a purely natural energy security play ended. Taken exposure and intent to hold for next 10 years at least if things pens out as thought about.

Disclosure - I may sell anytime based on any negative developments or better opportunities if it comes and will not update here, so if you are taking any call, kindly do due diligence. This is just a my diary kind of blog.