Kaustubh
@iKaustubhx
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Ex-VP, TresVista | Full time Investor | Chess, Cars, and Rockets
Joined August 2015
Secured a long term contract with Boeing for T-7A Red Hawk (upto 1,200 Shipsets)! Estimated contract value: 1 Shipset: 2-3% of aircraft cost 1 Aircraft Cost: $20-25 mm Total Potential: ~$500K X 1,200 = $600 mm Thats equal to ₹5,000+ crores over 7 yrs! What is FY27 PE now?! 🤔
A dark horse in the A&D space, Rossell Techsys is only scratching the surface! Backed by a robust orderbook, proven execution capabilities, a well-defined growth plan, and Management’s confidence, makes this story impossible to ignore! #RossTech #Investing #Aerospace #Defence
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A dark horse in the A&D space, Rossell Techsys is only scratching the surface! Backed by a robust orderbook, proven execution capabilities, a well-defined growth plan, and Management’s confidence, makes this story impossible to ignore! #RossTech #Investing #Aerospace #Defence
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Cleanest action plan for next year!
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The Small 2 BHK Home you Buy on Loan at age of 28 will not be Big Enough for your Family & Kids when you finish the Loan by 40 👍 Your Place of Work, Schools, Hospitals, Traffic, Pollution Levels keep changing. The place you wanted at 28 might not suit your family at 40s or 50s.
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Bull market stages of valuation: Phase 1: Priced for 3-year perfection Phase 2: Priced for 2 years of visibility Phase 3: Just next year Phase 4: TTM, reality check mode Feels like we’re in that TTM-1Y zone now. Illusions fading, truth kicking in.
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A sector can be a decadal theme. But your stock might just be a multi year play. Valuations often front run fundamentals. Ride the wave, not the fantasy :)
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FA without TA? You hold blindly. TA without FA? You chase noise. Together? You act with clarity not hope
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Don’t expect to earn returns every day, every month, or every year through equities. Instead, start thinking to earn returns in a block of 3-5 years. There would be huge improvement in your returns profile with less stress.
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Abakkus in its latest newsletter makes a soothing comment- valuations are now more reasonable, corporate earnings have improved. With expected double digit earnings growth in the March qtr and potential mkt stability from global developments, outlook is cautiously optimistic.
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“Continuous learning is the minimum requirement for success in any field.” — Dennis Waitley
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I personally like corrections whether small or deep though it is painful. Two benefits— 1) After correction, the market has fresh legs to move up. 2) It tests conviction of investors and brings sanity to the entire eco-system of equities. Your take?
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