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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?
"Micro small caps ka Hal dekhke lag raha hai ki Adani ka barbadi yehlog digest nahi kar paya. Tabhi sab balidan de raha hai. Such a dead market yaar. No volumes at all".
Launch of the 9th Chaigram 99 thali outlet in Baguihati Reliance Smart Bazaar. Thanks for all the support and blessings. Do hit it if you are from that part of the city. Cheers
The real deal: It's not margins but all about money rotation which adds up and with a solid compounding,gets in a different league. Precisely what #DMart does.
#Infosys story:- 1.Founded in 1981. 2..In 1990,Promoters rejected buyout offer of 1 million USD. 3..1993 IPO: 53crs marketcap.(IPO was underwritten). 4..2000 Dotcom bubble: 58000crs marketcap. 5..2022 today: 6.3 lakh crs mcap. What an amazing story..
Was so good to meet my inspiration Vijay ji, Chairman of Cantabil. Its been an amazing story over the last 15 years. From seeing sucess to saddled with massive losses and debts to becoming massively profitable. Vijay ji has created massive value for all his shareholders.
CRISIL pegs the market size at 22 trillion rupees. It is a huge untapped opportunity and there is large room for the company to emerge as one of the market leaders in the small business loans segment.
Gold is said to be negatively correlated with equity and hence acts as an effective portfolio diversifier.
Historically, Gold has always maintained its value and is the best form of hedge against inflation and geo-political uncertainties. Equity as an asset class has done well over the long term.
The real deal: It's not margins but all about money rotation which adds up and with a solid compounding,gets in a different league. Precisely what #DMart does.
Another eg why people make losses in markets and they are only to be blamed. TRF is getting merged with Tata Steel. For every 10 shares of TRF (Cmp 356) they would get 17 shares of Tata Steel (cmp around 100). Still there's like 70000 volumes in TRF. Such waste of money.
It's the best part of the year as it's almost a hobby to read as many annual reports as possible. Liked ARs of Glenmark life, Kinetic eng, Bombay metrics, Veranda learning, Fredun Pharma etc. Which are the annual reports you guys liked?
The real deal: It's not margins but all about money rotation which adds up and with a solid compounding,gets in a different league. Precisely what #DMart does.
Will be updating my Telegram channel today with another interesting Small cap related post. If you are yet to join the channel,do click the below link and ensure you turn on the notifications. Enjoy the day guys. Cheers.
Zomato after Blinkit acquisition would be worth much less than what it is today.
#deepaknitrite - Accident in its Nandesari facility. Its an old plant with Nitrates capacity. Details yet to be known.
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
Zomato now is actually cheaper than a kilo of Tomato.
" Everybody goes through a phase in life when you turn bearish on ITC. Wisdom is how soon u can come out of that phase.......😜"
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