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.

Business DNA in oneliner Series - 1 - Praj Industries

Praj Industries - We spent 100 hours to understand Praj, talking to management, listening them on different forums webinar like industry, education, alumni meet and so on.

So before concluding the gist in oneliner, there is a story of deep thinking and hard work.

We will tell the story sometimes later.

Praj DNA - "A super powerful 10000 cc engine (Praj Matrix) fitted into ambassador car. ©"

Disclosure - Oneliner intent to understand DNA, not taking away any negative view about prop/brands/subjects mentioned in the statement. Like the sufi owl says - See the moon, do not catch the finger pointing to it. Before quoting the oneliner, kindly take the permission from us.

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:

1. It's seller's market
2. Legacy construction technology
3. Time is luxury here - Approvals, Development and point above all takes time beyond patience
4. Transparency - Govt as devil - Weird registry process - Black money - Title and records
5. 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?