BetsAgainstTheCrowd
@StocksAndBooks
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A long term compounding machine that drowns out short term-noise. Views shared are personal, no recommendations to buy or sell any stocks.
Mumbai
Joined May 2023
Pretty good summing up of what constitutes success. Stay happy Stay blessed
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Sectors which look interesting in the coming days where winners might emerge:- 1) Auto 2) Shipbuilding 3) Financials 4) Capital markets 5) NBFCs
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Companies with strong brand value and leaders in their segment might be the ones to bet in the next 5 years. Characteristics of these companies will be strong brand recall, high market share, strong pricing power, good relations with suppliers and premium products.
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#Dhurandhar is a mindblowing film!! For the first time in many years, felt good watching something on the big screen. #AkshayeKhanna stole the show through and through, #RanveerSingh was amazing as always. Will watch it on ott again when it comes😁
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"If Krishna is with you, you will win even if the entire world is against you"
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If we remove one time income from Dixon's net profit, there is actually degrowth in profits on a yoy basis. Revenue from operations has grown only at 28% for a 100+ pe company. Markets will not be merciful tomorrow, as far as I can understand.
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Eternal's results this time around were really interesting. While absolute adjusted rev grew 172% yoy, actual like for like growth is 65% which is still a healthy number. Qc nov grew 137% yoy, it highest ever, fd grew 14% and going out was 32%. Only -ve was qc ebitda mgns.
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Many internet companies/startups to be listed in the upcoming months in India. We might see many of these companies become big in the coming years and even be part of Nifty someday. Important to study their biz models to find new ideas in this slowing mkt.
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Such a beautiful way to begin a new journey....I'm sure #urbancompany is destined for great things ahead.
@varunkhaitan ’s speech at @urbancompany_UC ’s IPO today made it truly sink in for me - we are beginning a new chapter as a publicly listed company. Every word he spoke, every emotion he expressed, captured who we are and what we stand for at UC. I feel fortunate to have him,
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The TAM of Nykaa's business will grow close to 180 Bn $ by FY28 in which Nykaa is the industry leader. It has asset turns close to 9 times and it's margins are set to increase due to launch of private labels. Good businesses have 1 or the other, great businesses have both.
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Successful investing is anticipating the anticipation of other- Keynes
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Happy Ganesh Chaturthi!
BESSENT: AT END OF THE DAY THINK WILL COME TOGETHER WITH INDIA
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A mentor of mine often told me this- Pessimists often sound intelligent, which can lead others to believe they possess great knowledge. But in markets, a perpetually pessimistic mindset makes it very difficult to succeed. Avoid permanently pessimistic people.
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Meeting went well. This along with GST reforms augurs well for our markets. Good times are coming!
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All eyes now on Alaska! Hopefully will see something tangible come out of this summit.
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Eternal market share = 52%. Swiggy market share = 25%. Zepto market share = 23%. Where is the so called competition from Amazon and flipkart? Someone should show this to ppl criticizing Eternal and Swiggy day and night on twitter.
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