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RAMESH DAMANI:- •Compounding is the biggest lesson I have learnt •Investing wisely in a bear mkt can bode very well in a bull mkt •Opportunity for next 20-25 years looks better than the past 2 decades •Feel bad about missing out on Bajaj Finance
When #pidilite listed in 1993, it was worth Rs 60 crore. Today market cap is Rs 1.20 lakh crores. What an amazing wealth creator over the last 3 decades. Will continue to create wealth albeit on 12-15% compounding basis. "Fevicol ka majboot jod tutega nahi".
India is worlds diabetes capital with 49% of diabetics in India. Chennai is India's diabetic capital. By the way who is having #ZydusWellness? Even Abbott, AstraZeneca, Sanofi and a tiny co called Fredun pharma are good diabetes proxy plays. Metformin producers too will do well.
Relaxo Footwear's margins and return on capital are way better then even Nike Relaxo Footwear Gross Margin ~60% OPM ~17% ROCE ~25% Nike Gross Margin ~44% OPM ~9% ROCE ~12% (Tijori)
Rajeev Jain of Bajaj Finance on competition from Fintechs - "Show me a $1bn balance sheet fintech. There are none. There may be $1bn valuation fintech - but not $1bn balance sheet"
"16th September: ITC divas"
How does CDSL make money? One of the proxies for equity penetration in the country. Do you own CDSL in your portfolio?
Which is the stock or set of stocks that you are waiting to buy provided there's a 15-20% correction. Me: Laurus,Shivalik rasayan,Xelpmoc.
#ITC is basically more #Pidilite than #Pidilite itself.
Nifty is a family:- RIL-Elder bro who has load of entire family HDFC,HDFC Bank-2 afluent chachas ITC-Youngest sis not geting married as inlaws asking 4 Maruti800 TCS-Eldest sis&smartest SunPharma-Fufa ji still in Who Am I mode SBI-Old Grandpa fancing Tech without any clue
What can rerate ITC? 1..Changing name to ITC Platforms 2..Changing name to ITC Finance 3.. How about ITC amines 4..Demerger
Secret to most of the biggest multi baggers been "Margin Expansion". If you can find a stock which will grow it's sales at 15% CAGR for next 5 years and where margins can double or triple,that's it then. Can you name such stocks?
Top 15 evergreen SIP stocks:- 1..Nestle 2..Hdfc bank 3..Asian paints 4..United Spirits 5..Godrej Properties 6..Bajaj finance 7.. Balkrishna ind/Astral ltd 8..Pidilite ind. 9..HDFC life 10..TCS.. 11..Kotak Bank 12..Relaxo 13..Divis lab 14..Godrej consumer 15..PI industries
Who's betting on HDFC Bank and Asian Paints growing 12-15% CAGR for next 20 years?
When FMCG is going up, #ITC is a cigarette stock & when Cigarette stocks are going up, then #ITC is an FMCG stock and if both are going up, then #ITC is a hotel company. When hotels are moving up,it's called a PSU.
Britannia started as a biscuit-making operation in a small house in Kolkata with an investment of Rs. 295 in the year 1892. Today it is the leader in the Indian biscuits market with a market share of more than 33% and is valued at nearly 1 lakh crores.
1st Multibagger Pick of Top Investors: 1. Rakesh Jhunjhunwala - Tata Tea 2. Porinju Veliyath - Geojit 3. Vijay Kedia - Swaraj Engines 4. Ramesh Damani - Infosys 5. Me - Symphony 6. _______________? Which was your 1st Multi-bagger?
Some small caps but leaders in their category by quite a stretch:- 1) Associated Alcohol 2) Action construction equip 3) Jamna auto 4) Oriental carbon 5) KSE Ltd 6) Nocil Ltd 7) Praj ind 8) Triton valves 9) Honda siel power 10) Balaji amines.. 11) Precision Camshafts
Abnormal Huge CAPEX 58 Companies with NOTICEABLE jump in Fixed Asset in FY21 Sandur I Olectra I Valiant Org I Nelcast I Akshar Chem I Kovai I Rossari I Agarwal Ind I VGuard I Tasty Bite I KIC I Rossell I Shivalik Ras I Rushil IKMC I SMS Pharma I Agro Tech etc (Vishal Kothari)