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“Crane business was dominated by MNCs. Action Construction’s founder started building it from the ground up after working for a competitor.” “ACE got a 40–50% market share with 50% margins. The founder’s son, Mr. Sorab, was very driven and always cautious.” “The company was available at a market cap... show more

Kushal Lodha

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128,434 görüntüleme • 2 ay önce •via X (Twitter)

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“In 2006, NATCO Pharma acquired a US-based pharma chain, and the market didn’t like the acquisition.” “But it had 350 acres of land near Hyderabad airport. The value of the land itself was greater than Rs. 300 crores, which was the market cap of the company.” “Also, it was investing heavily in R&D. So, the core business was at 7-8 PE, and due to its assets being greater than the market cap, it was a no-brainer for me.” - Ashish Chugh Discl: Stocks discussed are not a recommendation. Please consult a SEBI/SEC regd. advisor.

“In 2006, NATCO Pharma acquired a US-based pharma chain, and the market didn’t like the acquisition.” “But it had 350 acres of land near Hyderabad airport. The value of the land itself was greater than Rs. 300 crores, which was the market cap of the company.” “Also, it was investing heavily in R&D. So, the core business was at 7-8 PE, and due to its assets being greater than the market cap, it was a no-brainer for me.” - Ashish Chugh Discl: Stocks discussed are not a recommendation. Please consult a SEBI/SEC regd. advisor.

Kushal Lodha

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“There was company in 2013, having the technology to make water dissolving film. It was only the 5th in the world available at Rs. 4 Crore market cap.” “The stock went from Rs. 8 to Rs. 700 in a matter of 4 years from 2013 to 2017. There was no peer group or industry for this company. You get such rare opportunities also.” - Ashish Chugh Discl: Stocks discussed are not a recommendation. Please consult a SEBI/SEC regd. advisor

“There was company in 2013, having the technology to make water dissolving film. It was only the 5th in the world available at Rs. 4 Crore market cap.” “The stock went from Rs. 8 to Rs. 700 in a matter of 4 years from 2013 to 2017. There was no peer group or industry for this company. You get such rare opportunities also.” - Ashish Chugh Discl: Stocks discussed are not a recommendation. Please consult a SEBI/SEC regd. advisor

Kushal Lodha

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“Balaji Amines built a hotel in Sholapur, but the markets didn’t like the news of chemical company building a hotel.” “They were also expanding into a product where there was no other manufacturer in India. But the project was incomplete since 3 years.” “The stock fell to very attractive levels and once the expansion was complete, it started making high profits and stock went up 50 times.” 🔥 “So you have to keep patience and be ready for drawdowns if situation worsens.” - Ashish Chugh (Ashish Chugh) Discl: Stocks discussed are not a recommendation. Please consult a SEBI/SEC regd. advisor

“Balaji Amines built a hotel in Sholapur, but the markets didn’t like the news of chemical company building a hotel.” “They were also expanding into a product where there was no other manufacturer in India. But the project was incomplete since 3 years.” “The stock fell to very attractive levels and once the expansion was complete, it started making high profits and stock went up 50 times.” 🔥 “So you have to keep patience and be ready for drawdowns if situation worsens.” - Ashish Chugh (Ashish Chugh) Discl: Stocks discussed are not a recommendation. Please consult a SEBI/SEC regd. advisor

Kushal Lodha

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"Eternal is replicating the script of Zomato in Blinkit. Blinkit has 50% market share today. Swiggy instamart + Zepto + Amazon now + Flipkart minutes + Big Basket has the rest 50%." "However, Blinkit is at zero losses whereas others have combined losses of Rs. 20,000 Crores. So, the discipline of Eternal on profitability and unit economics is already demonstrated." - Ajay Tyagi (Head of Equity at UTI AMC) Discl: Stocks discussed are not a recommendation. Please consult a SEBI/SEC regd. advisor.

"Eternal is replicating the script of Zomato in Blinkit. Blinkit has 50% market share today. Swiggy instamart + Zepto + Amazon now + Flipkart minutes + Big Basket has the rest 50%." "However, Blinkit is at zero losses whereas others have combined losses of Rs. 20,000 Crores. So, the discipline of Eternal on profitability and unit economics is already demonstrated." - Ajay Tyagi (Head of Equity at UTI AMC) Discl: Stocks discussed are not a recommendation. Please consult a SEBI/SEC regd. advisor.

Kushal Lodha

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Madhu Kela on his investment in Waaree: “I attended a conference in Surat where Jayant Sinha said that if we don’t make meaningful progress on climate change, at least 25 cities around the world could see temperatures exceeding 60°C.” “That made me realize carbon neutrality is a massive long-term theme.” “Waaree had already been in business for 20 years, and when we met the promoter, the company was available at a valuation of around INR 4,500 crore.” Discl: Stocks discussed are not a recommendation. Please consult a SEBI/SEC regd. advisor.

Madhu Kela on his investment in Waaree: “I attended a conference in Surat where Jayant Sinha said that if we don’t make meaningful progress on climate change, at least 25 cities around the world could see temperatures exceeding 60°C.” “That made me realize carbon neutrality is a massive long-term theme.” “Waaree had already been in business for 20 years, and when we met the promoter, the company was available at a valuation of around INR 4,500 crore.” Discl: Stocks discussed are not a recommendation. Please consult a SEBI/SEC regd. advisor.

Kushal Lodha

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“A company named Padmini Polymers had changed its name to Padmini Technologies during the dot-com bubble.” “I bought 5,000 shares at Rs. 7 each. I sent them to the Registrar for transfer in physical form. 6-9 months passed, but I didn’t get the transferred shares. I thought I had been a victim of fraud.” “After 15 months, suddenly they got transferred. The price had reached to Rs. 400 per share (57x). That was the first multibagger of my life.” - Gaurav Sud (Partner Kanav Capital) Discl: Stocks discussed are not a recommendation. Please consult a SEBI/SEC regd. advisor.

“A company named Padmini Polymers had changed its name to Padmini Technologies during the dot-com bubble.” “I bought 5,000 shares at Rs. 7 each. I sent them to the Registrar for transfer in physical form. 6-9 months passed, but I didn’t get the transferred shares. I thought I had been a victim of fraud.” “After 15 months, suddenly they got transferred. The price had reached to Rs. 400 per share (57x). That was the first multibagger of my life.” - Gaurav Sud (Partner Kanav Capital) Discl: Stocks discussed are not a recommendation. Please consult a SEBI/SEC regd. advisor.

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Mr. Sridhar Sivaram (Sridhar Sivaram) on IT Sector : “The top 4 IT companies have grown at a ~ 8% CAGR over the last 10 years. The rupee was around Rs. 65 to the dollar back then; today, it’s at Rs. 95.” “Even with that significant currency tailwind, IT delivered only about 8% CAGR during what was arguably its best period and the market was willing to value these companies at 25–30x earnings.” “So, I have a simple question for the IT bulls: Will the sector grow faster over the next few years than it did over the last 5? Consensus suggests growth will remain subdued. If that’s the case, why should I pay 15x earnings when several global IT companies are trading at single-digit P/Es?” “We learned this lesson the hard way in the media sector when OTT disrupted the traditional business model. We bought media stocks assuming the old economics would persist. Today, many of those businesses trade at just 2–3x earnings.” “That is exactly the risk I see playing out in the IT sector today.” Discl: Stocks / Investments discussed are not a recommendation. Please consult a SEBI/SEC regd. advisor.

Mr. Sridhar Sivaram (Sridhar Sivaram) on IT Sector : “The top 4 IT companies have grown at a ~ 8% CAGR over the last 10 years. The rupee was around Rs. 65 to the dollar back then; today, it’s at Rs. 95.” “Even with that significant currency tailwind, IT delivered only about 8% CAGR during what was arguably its best period and the market was willing to value these companies at 25–30x earnings.” “So, I have a simple question for the IT bulls: Will the sector grow faster over the next few years than it did over the last 5? Consensus suggests growth will remain subdued. If that’s the case, why should I pay 15x earnings when several global IT companies are trading at single-digit P/Es?” “We learned this lesson the hard way in the media sector when OTT disrupted the traditional business model. We bought media stocks assuming the old economics would persist. Today, many of those businesses trade at just 2–3x earnings.” “That is exactly the risk I see playing out in the IT sector today.” Discl: Stocks / Investments discussed are not a recommendation. Please consult a SEBI/SEC regd. advisor.

Kushal Lodha

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I consider Sumeet Nagar of Malabar Investments to be one of the Best public market Tech investors in India. Just listen to his thesis of Naukri .com “Naukri (Infoedge) was business with 40% traffic share, 60% revenue share and 100% profit share. It was a winner take all business.” “Naukri successfully deployed the profits into other businesses like 99acres. And if we took out the losses from that, the business was reasonably priced.”

I consider Sumeet Nagar of Malabar Investments to be one of the Best public market Tech investors in India. Just listen to his thesis of Naukri .com “Naukri (Infoedge) was business with 40% traffic share, 60% revenue share and 100% profit share. It was a winner take all business.” “Naukri successfully deployed the profits into other businesses like 99acres. And if we took out the losses from that, the business was reasonably priced.”

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“IBM was 80% of the market cap of the entire tech industry. It was a level of scale and importance nobody else had. The founder was convicted of antitrust crimes *before* he started IBM. Then he monopolized the mainframe business and they convicted him again. He’s a double dipper.” Marc Andreessen 🇺🇸 tells the unparalleled history of IBM:

“IBM was 80% of the market cap of the entire tech industry. It was a level of scale and importance nobody else had. The founder was convicted of antitrust crimes before he started IBM. Then he monopolized the mainframe business and they convicted him again. He’s a double dipper.” Marc Andreessen 🇺🇸 tells the unparalleled history of IBM:

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“I’ve never had more than 2 stocks in my portfolio at any point in time.” “I have invested in a total of 7-8 stocks in my whole life. I’m not a believer of diversification…if I don’t know the business as well as the company does…I won’t invest.” “I agree that being too concentrated won’t be a right approach for other investors.” - Sanjeev Pandiya (One of India’s top behavioural economists with 30+ years in behavioural finance) Disclaimer: Stocks / Investment Techniques discussed are not a recommendation. Please consult a SEBI/SEC regd. advisor.

“I’ve never had more than 2 stocks in my portfolio at any point in time.” “I have invested in a total of 7-8 stocks in my whole life. I’m not a believer of diversification…if I don’t know the business as well as the company does…I won’t invest.” “I agree that being too concentrated won’t be a right approach for other investors.” - Sanjeev Pandiya (One of India’s top behavioural economists with 30+ years in behavioural finance) Disclaimer: Stocks / Investment Techniques discussed are not a recommendation. Please consult a SEBI/SEC regd. advisor.

Kushal Lodha

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Bloomberg's James Seyffart on why ETF flows are a mirror, not a signal "They're just a piece of the pie. Honestly, they reflect what's going on in the broader market more than anything. There was a time where you got an ETF on an underlying asset and that actually moved the market, people thought it was going to bring more demand, whatnot. There's some truth to that." "But for the most part it's just reflecting what's going on in the market. We had some puking in June when the whole market was puking, which was the first time the ETFs really puked up some Bitcoin. It's really just a reflection of what's going on." "And some underlying heartbeat of demand, I think, is true from advisors."

Bloomberg's James Seyffart on why ETF flows are a mirror, not a signal "They're just a piece of the pie. Honestly, they reflect what's going on in the broader market more than anything. There was a time where you got an ETF on an underlying asset and that actually moved the market, people thought it was going to bring more demand, whatnot. There's some truth to that." "But for the most part it's just reflecting what's going on in the market. We had some puking in June when the whole market was puking, which was the first time the ETFs really puked up some Bitcoin. It's really just a reflection of what's going on." "And some underlying heartbeat of demand, I think, is true from advisors."

The Wolf Of All Streets

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A pastor has recounted what he described as a spiritual encounter involving a crow at the Nsawam Market, claiming he used prayers to drive the bird from the market to a nearby bush before it was set on fire. According to the pastor, he took over after noticing market women praying against the bird. He alleged that through intense prayers, the crow became weak and was gradually driven from the market to a nearby bush, where it was eventually burned.

A pastor has recounted what he described as a spiritual encounter involving a crow at the Nsawam Market, claiming he used prayers to drive the bird from the market to a nearby bush before it was set on fire. According to the pastor, he took over after noticing market women praying against the bird. He alleged that through intense prayers, the crow became weak and was gradually driven from the market to a nearby bush, where it was eventually burned.

EDHUB🌍ℹ

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.Marc Andreessen 🇺🇸 on founders almost always being too early, not too late: "We almost never see a qualified founder fail because they're too late to market. It's almost always because they're too early to market." "The iPad was like this breakthrough product in 2009... well, there was this thing called the Newton twenty years earlier. It was the iPad twenty years earlier, and it was like virtually the same thing, and the world just wasn't ready yet." "I think that's the permanent curse of the entrepreneur." YC Startup School 2016, with Qasar Younis

.Marc Andreessen 🇺🇸 on founders almost always being too early, not too late: "We almost never see a qualified founder fail because they're too late to market. It's almost always because they're too early to market." "The iPad was like this breakthrough product in 2009... well, there was this thing called the Newton twenty years earlier. It was the iPad twenty years earlier, and it was like virtually the same thing, and the world just wasn't ready yet." "I think that's the permanent curse of the entrepreneur." YC Startup School 2016, with Qasar Younis

a16z

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“Rain Industries share was available at 2500 crore market cap and it was generating 1000 crore in free cashflow. It was a no brainer for me.” “You made 4 to 5 times your money and you didn’t even need to understand the product” - Rajiv Khanna (aka Dolly Khanna), 2018

“Rain Industries share was available at 2500 crore market cap and it was generating 1000 crore in free cashflow. It was a no brainer for me.” “You made 4 to 5 times your money and you didn’t even need to understand the product” - Rajiv Khanna (aka Dolly Khanna), 2018

Ronit Pereira

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“My husband and I put Rs. 50,000 each into SIPs for my son, starting when he was just 3–4 months old. We have gradually increased that amount.” “He actually outperformed me in the 2023 bull run because most of his SIPs were in US tech funds, small-cap funds, etc., compared to mine, which were in some BAFs.” “This is primarily advisable for parents who want to save for their children’s higher education because it’s really expensive.” “When a child turns 16, that 20–30 lakhs or 2 crores seems like a very big number.” - Radhika Gupta (MD & CEO of Edelweiss Mutual Fund) Discl: Stocks/Mutual Funds discussed are not a recommendation. Please consult a SEBI/SEC regd. advisor.

“My husband and I put Rs. 50,000 each into SIPs for my son, starting when he was just 3–4 months old. We have gradually increased that amount.” “He actually outperformed me in the 2023 bull run because most of his SIPs were in US tech funds, small-cap funds, etc., compared to mine, which were in some BAFs.” “This is primarily advisable for parents who want to save for their children’s higher education because it’s really expensive.” “When a child turns 16, that 20–30 lakhs or 2 crores seems like a very big number.” - Radhika Gupta (MD & CEO of Edelweiss Mutual Fund) Discl: Stocks/Mutual Funds discussed are not a recommendation. Please consult a SEBI/SEC regd. advisor.

Kushal Lodha

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#MCPodcast | 🎙️ 🚨"Even if we are getting money every year or every month, it does not mean that we will keep expanding the universe of our stock. We have to choose a strategy and try to do our allocation." Vikas Khemani (Vikas Khemani), founder of Carnelian Capital, believes the current risk-reward remains favourable because the economy is holding up while valuations have already corrected. Watch full video with N Mahalakshmi on 'The Wealth Formula'👇 #StockMarket #Investment #Business

#MCPodcast | 🎙️ 🚨"Even if we are getting money every year or every month, it does not mean that we will keep expanding the universe of our stock. We have to choose a strategy and try to do our allocation." Vikas Khemani (Vikas Khemani), founder of Carnelian Capital, believes the current risk-reward remains favourable because the economy is holding up while valuations have already corrected. Watch full video with N Mahalakshmi on 'The Wealth Formula'👇 #StockMarket #Investment #Business

Moneycontrol

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