Economy runs on few things about which I will try to put my comments, its been a last 2 years thinking and much more pain.
WIP
Wednesday, October 16, 2019
Friday, August 23, 2019
Dogma of CXO - Search for meaning of Sustainability in era of dying Growth!
After brainwashing us to be reckless growth chaser on COST of anything & everything, like a boomerang, or as we call Karma in Indian philosophy, the clueless caste of CXO are in Catch-22 situation on Dogma of that growth!
Either execute your dogma or quit, and in survival instinct, they would reach to every (yes, every) options suggested by their consultant (followers who are ready to replace them as inherent self motives) & will through axes on their roots. Ultimately, the Truth will prevail, but its course of decades, while we are designed to be generation of instant noodles & gratification.
Do wait, a new theory going to be thrown for the mass Consumption, until we realize and adopt Human dimension of existence & ecology to peace, harmony & Life full of opportunities to solve our Basic Problems.
Life is a full circle but the diameter is so long that We start thinking we are on joyful ride of straight growth line. While we as humanity evolve more & sustain when we travel respecting the circle while lifting the plane itself. Otherwise circle will bring us to same point on same plane. Wiser will be to be on higher planes and so higher state of the point.
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.
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!
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!
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!
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