Shyam Sekhar
@shyamsek
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Investor. Portfolio Manager. Personal finance thinker. Nationalist. My channels are
CHENNAI
Joined March 2010
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For 13 years+ , i have written week after week for
@ithoughtadviser
+
@ithoughtpms
. Hope you like reading this journal of my thoughts collated over the years.
The link to register and recieve your copy is given below:
Happy reading!
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25
143
Thrice in my life, i spent 10% of my networth to buy a home.
On all 3 occasions, i didn't get a home loan as my salary was low.
First i bought a flat for 15l.
Next i built a home for 80l.
Then i built a summer home for 6cr.
l had to sell gr8 shares to buy them. But, I lived well.
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No matter what the outcome of this election, the most valuable discovery of this election is
@annamalai_k
.
For a young person to adapt so seamlessly into every role, every situation and every conflict is no ordinary feat.
Whether you choose to like him or oppose him, try and
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3K
Kem Cho
#RaghuramRajan
?
How is the Josh?
American banking needs your expert comments.
Please come out of your
#MaunVrat
.
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3K
Once you sell out of a stock, learn to simply detach.
Don't let further uptrends or downtrends bother you.
Feel happy that your journey with a stock ended on your own terms.
Refuse to distract yourself with greed, regret and anxiety.
#investing
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For the record, the Tata group paid the banks the entire loan outstanding relating to their telecom venture when they shut it down.
They are also going to pay the government the entire AGR dues in due course.
They set the right example.
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1K
Dear
#sebi
,
The individuals who create market rumours or their sources should be dealt with severely.
A TV anchor is very much a market participant and a material person.
End their immunity. Let them only share verified news. Or face the music.
@arunjaitley
@FinMinIndia
98
391
1K
In April1984, Indira Gandhi, our PM came live on TV to talk to Sq.Ldr Rakesh Sharma, the first Indian in space. She asked him how India looked. "Saare jahan se achcha". It was a proud moment for every Indian. We were proud of our PM, scientists & Nation. What changed now?
#ASAT
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1K
If an AMC raises the expense ratio, existing investors must be given the right to exit the scheme without any exit load.
The dirty games played by AMCs in TER of direct option of mutual funds must stop immediately.
We humbly request the regulator to free us from their tyranny.
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157
1K
Govt sold 26% in VSNL to Tatas for 1439 cr in 2002.
Govt sold 26.12% of VSNL (now Tata communications) in 2021 for 8846 cr.
If govt had never disinvested VSNL, would it be worth as much now?
127
126
1K
Buying a company's stock when nobody has heard about it was never meant to be easy.
But, spotting shares early is the only way to make higher returns.
Between when you spot a stock and market discovers it, the time lag can be years.
Value investors are taught to wait.
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If a small investor, what can you do now? I will create and run this thread today. Hope you find it useful. 1/25
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1K
YouTube will probably destroy more Indian families than operators like Harshad or Ketan who sold dreams to the gullible.
Such is the reach and impact of its get rich quick video content.
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Buying is simple.
Holding is not so easy.
Selling is tricky.
Investing is testing. Always.
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A country which only mourned cricket games and film stars is gripped by a narrow scientific miss. It says a lot about us. And, about our society's transformation. Our aspirations must inspire more.
Our hope quotient deserves to be higher.
#Chandrayaan2Landing
#Chandrayaan2Live
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1K
Crony capitalist politicians coming together and promising wealth redistribution is the greatest irony.
When they ruled India for 25 years (1989-2014) through motley coalitions, long term capital gains in equity was even exempt for long years from taxation.
Dividend was tax
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322
979
Gautham Adani will & should raise 50-100billion $ of equity from global investors.
That's the roadmap to building Indian infra. Leverage &Pay down.
Mukesh Ambani is the man who showed the way.
Like or hate them. But, respect their method to build assets for the next century.
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It was clear to me that centre will cut fuel taxes. I expected it after UP polls itself. Predicted it then.
But, govt is playing safe & taking calls in the nick of time. Inflation management by
@PMOIndia
is far superior to what we saw in 2012. It's time to openly call this one.
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944
Indian industrialists are a unique class. They want government to make policy to their whims, stop competition from entry, keep taxes down, take donations in anonymity and last but not the least
Hear their public criticism of govt with a servile posture.
Remarkable guys.
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864
Clue :The most manipulated stocks in the Indian market don't actually belong to just the Adani group.
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There are no permanent Safe havens. No
#sector
is
#defensive
in perpetuity. Risks come from what you pay. When you overpay, it comes home to hurt. When you stick to value, you stick to safety.
BAAP(Buy At Any Price) can never give you that security.
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In 2029, you will have 100s of
#VandeBharat
trains making journeys way shorter than they look now.
In 2029, you will have a highly digitised economy where entrepreneurs grow faster, and serve bigger markets.
In 2029, you will have the best multimodal logistics ever in our
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Met a Gentleman who helped investors build capital through regular PPF savings for 40 years. It may look mundane. But the sheer magnitude of compounding he has helped middle class savers achieve is staggering.
Only a couch pig will criticise such hard work as done just for fees.
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End of investing for tax concessions.
The Old regime gets ready to retire.
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Only a snake oil salesman will ask newbies to do only index investing with sensex at 60K & Nifty at 18k.
In this market context, we need to think very differently- pick the right areas or stay out in cash. Free advice is the most overrated thing. Cost of poor advice is on us.
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Think about this. The auto industry is still unwilling to put
#airbags
in every car they make. But they keep craving benefits from everywhere.
#marutisuzuki
is the classic mountain of blood money . It never did enough to keep its car owners safe. It only kept its owners well.
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866
Auto plants shutting down due to inventory pile up is hardly new. It is investors who are new to this phenomenon.
In every cycle, auto companies over estimate growth exactly when their over extended credit chain is about to snap.
They always made a smart comeback. Takes time.
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Reliance retail can takeover ITC, demerge the company, retain FMCG and sell off cigarettes to BAT. Launch a hostile bid.
BAT will support the bid. Govt won't oppose it. RIL gets readymade FMCG. Shareholders get a great value release.
Whatsay?
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#IDFCFirstBank
MD is a Legend in markets. He sold his equity because he wanted to show skin in the game . Here is how he did it.
He sold 5% of his personal equity in his company as the bank badly needed to see skin in the game in its CASA.
By selling equity and keeping the cash
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Brilliant tutorials
KPN travels
Hotel Saravana Bhavan
Saravana stores
A few businesses which we never imagined would lose their eminence so quickly.
What are the other super-success stories in TN where the decline was simply too quick?
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When Losers like
#naseerudinshah
criticise winners like
@imVkohli
with no basis and our media gives Shah more leeway, space and mindshare , you know we are a seriously warped polity in our thinking.
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I have nothing against MNCs like
#HUL
&
#Nestle
. But I think these companies must not be included in the
#Nifty
&
#Sensex
. We need
#Indian
indices.
We must have only homegrown companies in indices attracting our domestic capital and savings.
@PMOIndia
@FinMinIndia
@nsitharaman
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India is actually ahead of the west in digital commerce, digital public services µ e-commerce.
USA doesn’t have a low cost, inclusive digital system with UPI & uses costly credit cards. Our small biz, traders & services gained.
@ActorMadhavan
is only saying what is true.
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Performing stock of 2022.
If you were to pick 2023's performing stock, which stock will you pick?
Pick ONLY 1.
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Dear PM
@narendramodi
,
You have the details of every farmer. You are giving them 6000 digitally. They are JAM enabled. Create a simple way to poll them thro their mobile phone on reforms. Let them give a preference. Let the world know results transparently.
@AgriGoI
@agulati115
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Sachin Pilot is to
@Congress
. What
@narendramodi
was to BJP in 2001.
Make him CM of Rajasthan. Retire the old guard in the cow belt. Let young leaders try their Hand.
Take grassroot youth and give them a free hand.
Learn from the BJP.
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Channels interviewed the CEO at 930 am,at 230 pm on many days. Kept fueling hope that burnt retail investors alive.
They knew the bank was dead. Yet, their blood thirst did not end till today.
Now, the street's blood is frozen in a biz channel's frame. SHAME ON YOU GUYS.
RT
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332
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I graduated at a time when
#India
was a hopeless economy. I entered Biz. Govt devalued ₹ twice in a month leaving my SME in doldrums. We survived
#liberalization
,
#globalization
and privatization.
Our Nation is destined for bigger things. Apna time aa gaya. Believers will win.
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The difference between 2004-2014 & 2014-2024 is actually quite simple.
Between 2004-2014, Governance was all about creating Crisis from Opportunity.
Between 2014-2024, Governance has been about creating Opportunity from Crisis.
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Between 2009-2012, I would invest between Rs. 1 & 2 crores in a small subset of
#smallcap
companies. Between 2016-2018, I sold out of most companies. They were very, very rewarding.
I believe 2020-2022 is a similar buy phase. Maybe a grt opp to bet on
#microcaps
this time.
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The arrogance of the stock exchanges in declaring list of holidays has been very consistent. We have holidays for Gurunanak jayanti, Ramzan, Good Friday and Bakrid. But we work on Pongal/Baisakhi, Gudi Padwa, Deepavali and Janmashtami which more people celebrate. I am for
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“I don’t smoke, but buy cigarette stocks.
I don’t drink, but own USL.
I am veg, but like Avanti feeds.
I don’t invest in MFs, but I bet on AMCs.
I don’t buy insurance products , but own Pvt insurers.”
All this is fine. But please don’t lecture others on conviction.
Or, values.
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When you are very young, others ridicule your ideas; the freshness you bring is treated dismissively.
Turn that into your advantage by working very hard, staying fiercely independent and being persistent.
Don't seek acceptance. It is not worth it.
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A country inflicted misery on the world. It remains unapologetic or even remotely responsible.
Another nation, a victim, takes responsibility for her people, delivers non stop care, develops a vaccine, produces in big numbers & reaches it to every citizen.
#MeraBharatMahaan
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An avid Dmart fan asked me which part of DMart’s business I really liked.
My answer was straight forward.
Real estate.
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Let us pray for Arun Shourie. His son needs him around for a long time. He has devoted his life for his son’s caregiving after his wife’s passing. A remarkable father must get well soon for his son’s sake.
#arunshourie
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Golden rules of Indian investing.
1. NEVER BUY IMPULSIVELY ON POLICY NEWS.
2. NEWS is always WELL KNOWN TO ALL BY THE TIME THEY REACH YOU.
3. CHANNELS PRIMARILY AMPLIFY NEWS. NOISE IS ON PURPOSE.
4. WHATSAPP IS A DEADLY VIRUS CARRIER.
#contrarianinvesting
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Naren was not keeping well for a week. He was unable to even speak on the phone. So we were not sure if he could actually even speak at the event. We told him to record if he got better. But on Friday, he recorded a 27 minute video that ranks as one of his best talks.
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711
Covid is not the black swan.
Moratorium is the real black swan.
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693
The investment journey from ₹50 lakh to ₹ 7.5 cr ($1 million) can well be called a Rally to
#FinancialFreedom
. Most investors who seek to retire early, pursue their passion & enjoy life need to make this journey. While getting rich is important, investors want a safe journey.
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Instead of Rahul sounding like Rajiv,
we find that
Rajiv sounds increasingly like Rahul.
I am only talking of the Bajaj's. Not the Gandhi's.
#RajivBajaj
#RahulGandhi
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66
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I solemnly promise to
Cut taxes.
Make govt bigger
Guarantee income
Guarantee work for 150days
Spend double on education & health.
But, I failed in elementary math. So, please give me moderation in your assessment. Give me marks and your votes.
I keep my word.
#CongressManifesto
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Has India lost a big game with
@rajinikanth
watching from the stands? That too in Wankhede. Ee World Cup Namdhe!
#IndiaVsNewZealand
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676
Retail investors have been the bedrock of support to the
#ITC
stock.
The company
@ITCCorpCom
must webcast the investor interaction day live to engage with investors who have stood by the company.
The analysts & fund managers must not get preferential treatment over retail.
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#Desiinvestingrules
Rule1
Never invest into trades.
Rule2
Never trade an investment.
Rule3
Never trust TV recos.
Rule4
Never buy on a tip.
Rule5
Never decide in a hurry.
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660
From the 🐴 mouth. Feels like we are going back to the India of the 50s.
“Caste Census”, “Wealth Redistribution” “Mahilaon ke pass kitna”, “Economic Survey” .. he said it all .. still looking in their manifesto ?
PM Modi was right all this while and Rahul Gandhi is just confirming it.
Still want to vote for them ?!
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1K
3K
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George Soros has no say on anything in America. But, he wants a decisive say on who rules India.Seeking this in the name of saving democracy is a cruel joke. Only a rich jerk like Soros will want to subvert democracy.
Will of the people is bigger than what likes of Soros can do.
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Owning vast tracts of farm land was sign as wealth in 60s and 70s. Losing that land was seen as economic failure. So if you wanted to make a community lose economically, you had to make them sell their land. If they lost economically, they would automatically lose social status.
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Clearly,
#Nykaa
fails the smell test. When a Co with founders from investment banking industry does this, it is like a 9/11 fire alarm for corporate governance in India.
Clearly, the independent directors have failed in their duty. Shareholders are victims. Alarm must ring. 7/7.
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Modern careers are about
#moonlighting
. Met this ubercool small town millenial, who does Amazon delivery for three hours, runs a trekking biz, arranges barbeques & sets up candlelight dinners.
He is unemployed by the metrics of
#NSSO
&
#CMIE
.
But he earns four incomes.
#Jobs
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Long into my adult years, i struggled to buy a good music system. Just had a basic 2-in-1. A computer to do equity research almost took away 30% of my networth.
I Xeroxed investment books as i couldn't afford them. I waited till age 30 to buy a 2nd hand car. Nothing comes easy.
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Whether a stock we own goes 10X or goes to zero, it should not change who we are, how we treat others, the words we choose to express ourselves and the way we lead our life.
#investing
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I am certainly convinced it is the right time to dust up Indira's slogan of the 70s. And, follow it in our daily lives.
#BeIndianBuyIndian
While consumerism is a personal choice, make it help Indian economic resurgence.
Corona's creators must be made to pay economically. RT
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If you invest in a good company for the long term, do it quietly. The company will gradually perform & meet your expectations if you were right in the first place. If not, you will need to simply accept your mistake and move on. That's life.
Invest peacefully without much fuss.
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It has been my practise to help as many children as i can with school fees. For many years, i have been growing this practise. This year,
@Nalandaway
came up with a great idea which helps scale up and form a collective. I am sponsoring fees of 100 kids. Jointly we can do more.
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Originally,
#BarbequeNation
was part of Sayaji hotels. I bought it quite cheap. It rose sharply on that story. The promoter took the brand out of the listed company. I sold out of Sayaji. When promoters know investment banking well, they take minority shareholders for a ride.
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The first time FIIs dumped Indian equity, I got rich on them.
The second time they threw away Indian equity, It got even better.
The next time they trash our equity, I am sure it will only be a good thing.
You don’t get rich without their stupidity. Be it on buy or sell side.
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612
Analysts told me an engg co will go bankrupt. I told them co will go debt free in 4 years. This was in 2019. Stock went 7X from there in 2 years.
Promoter told recent concall company will go net debt free in 2022. Stock did 1X in just two trading days. Reminds me of a circus.
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Finally we have an IPO Candidate to trigger an event like 2008 crash! Voila. Sounds familiar?
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607
The journey from a few thousands to
#Crorepati
is the most satisfying, lively trip.
Whatever happens after is clinical, material & empirical.
During those 8 years, it was just me & my
#Hero
100 cc bike chasing that dream. Nothing to beat that adventure.
#investing
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600
"Everybody who buys a home is a fool. Only lenders who loan them are smart".
And investors who ride on the Homeloan biz are the smartest.
Got it.
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593
10 years ago, every Indian industrialist wanted to be in
#power
&
#infrastructure
.
20 years ago, everyone wanted to be in
#IT
services.
Today, everyone wants to be in
#FinancialServices
.
Ten years later, it will be fun looking back at these times. Until then, have fun.
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Building a big position is a long journey. It is not to be rushed. It is built gradually. Never try to rush or push yourself. Let the position earn its scale. Conviction must fuel your actions. Never pressure yourself to scale up any stock idea. Let the stock idea pressure you.
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I look at the
#Caratlane
story very differently. Mithun came to Chennai much before he started
#Caratlane
. He stayed on to build the Company from 2007 till now.
He facilitated an exit for VC/PE and showed commitment by staying on to build the biz. His real game began after
18
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595
If you are a small ITC shareholder, as I am, be clear
Management is not delivering enough on product verticals.
FMCG is a slow gain game for ITC. Company is adding biz when existing lines aren't profitable enough.
Dividend is a poor substitute for buybacks.
We pay the price.
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I sincerely feel sorry for the retail investor.
The QIB's dominated the IPO.
Retail was deliberately kept out.
This was designed on purpose.
Then, grey market was gamed.
Listing drama was high.
Now, after barely three days,
Smart money dumped.
Retail is the victim.
#BurgerKing
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I welcome the
#21DayLockdown
.
Let the battle against
#Corona
be decisively won.
Economic activity can be decisively brought back once we put
#CoronavirusPandemic
firmly behind.
RT if you agree.
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317
556
People investing 100% savings in equity will face rough times over next few years. The bull run of 2018 clearly taught me to focus on asset allocation.
Over the next few years, equity investing will change a lot. Blindly repeating what worked earlier can cause hurt. Think well.
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562
Our retail investor community virulently hates paying commissions while making investments. But, when their restauranteur pays 22% commissions to an intermediary, they want to own a share of it.
Blood in one case becomes tomato sauce in another.
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It is 22 years since i got my financial freedom.
It took me 8 to get there.
But, my journey only got better once i got there.
#FinancialFreedom
is a milestone.
A BIG ONE.
A pitstop from where your journey only gets better.
Look within to know what you can do better.
Just do it.
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557
The scam called MSCI changes.Whenever a stock is included in MSCI or excluded from it, institutional investors get a churn in their stomach. The thought of having to either Buy or Sell the stock in a short burst of time gives them nightmares of a Russian shoot out. Here is why.
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91
550
Met a youngster who doesn't go to watch any movie in theatres. He watches all films on OTT.
Says he saves big bucks he would otherwise waste on costly multiplex F&B. He gets much better food options far cheaper at home.
He saves atleast 2K/ month that he invests in
#SIP
. WoW!
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551
I just found the next congress president. That’s a big discovery.
Statue of Unity cost = 130 crore.
Population of India = 130 crore.
If Modi had distributed that money to the citizens, every person would get 1 crore during the lockdown.
What a waste of money!!
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2K
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Slept for an hour on a thinnai, outside a house. No fan, airconditioner, pillows, blankets, mosquito repellents - Nothing.
The birds kept chirping. The waves played in the background. The rains kept changing speed.
Some rare weekends remind you why you are here- to simply be.
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