I heard in a podcast that, great Rakesh sir added new positions in Titan after it went 30 times from his original position.
Maybe Laurus is that Titan in your portfolio that will always be overweight and you will have to buy at higher highs if they keep increasing their TAM.
Leaders like Dr. Satya are rare. He combines integrity with exceptional capital allocation skill, and his energy is remarkable. One anecdotal: after a long flight, instead of resting, he went straight to Genome Valley to meet the team. Alone, with no client visit compelling him, he could easily have gone home for an afternoon nap. Instead, he chose to engage. His drive and stamina far exceed my own. That’s truly uncommon.
Thanks a ton sir- Isolation increases fragility- very beautifully explained. Again talking about Laurus- Laurus itnaa kuch kar rahi hai ki vo apne aap mai ek sector ban jaaegaa and that too monstrous size. Dr. Sahab is not leaving any thing in isolation . Thanks to Kapoor sahab and thanks to Dr Chava 🙏🙏🙏- one will make me knowledge-wealthy and one will make me financially-wealthy 😊😊🫡🫡🙏🙏
1. Non CDMO technology companies. Ofcourse there is risk of doing risky capex but the extreme profit will only come from tech companies which are independent.
2. Why not Silver rather than cash. You recently sold gold. Please check Silver vs Gold based on availability in earths crust, usability, net mined, substitution Etc. I did it in Excel( did not saved). You are in UK you also have option of leveraged ETFs( I do not recommend, just saying).
Sir I do feel trump and US establishment due to his Arrogance will Give us a big feast after this year November. Biggest shock they may have when they cannot print dollars and whole system goes kaboom...( Source: Did historical analysis and read research of great depression. Global currency patterns before World war 2 especially those of Pound.) Graham/Dodd is of that era. Maybe that flavour may return. As a world without a global currency will have very high risk premium and thus make Garaham/Dodd investment methods famous again.
Sir, recently, as part of the companies you track in the auto sector, do you track "Divgi Torqtransfer Systems"? If you are tracking, could you please share your view if you can?
Promoter ownership is more than 60 percent. The company spends around 6% of its sales in R&D investment. Almost zero debt. Cash Conversion Cycle of around 98 days. Gross margin is around 60 percent.
Try to read few pages daily. Anything you like. Doesn’t have to be a book. As you read what you enjoy reading, think about the mind-map type derivatives.
Off topic.. Having gone through the post about Fractals about Sundaram Finance, feel Aditya Birla capital is on the same line. Would like to know your thoughts about the same. Thank you
Would be willing to explain the Fractals thesis using this example like I have done for Sundaram? It will be a good learning for everyone as a bonus :)
The company operates under Life insurance, NBFC, Health insurance, Housing finance, AMC.
With a current market cap of 76k cr, OPM consistently above 30% (barring 2020,2021), increasing sales with lumpy sales growth compared to previous FY, PEG at 0.92, PB at 2.5 (below 10 year median), EVEBITDA- 13.6 (as above), ROA 5 yr- 1.63%, NIM margins consistently above 6%, and ROE above 10% (albeit a dip in ROE in FY25- 13.8 to 11, compared to F24).
These are "fractals" I have noticed sir.. pls do correct and throw some light. Thank you!
Learned new things from this video, thank you sir, can you please provide your view on crypto as america is pushing it…is it a way to pay off their debt of 37 trillion?
Just opened the app and got notification 🥰😍
Excellent topic and beautifully explained Sajal sir. ❤️🙏
I heard in a podcast that, great Rakesh sir added new positions in Titan after it went 30 times from his original position.
Maybe Laurus is that Titan in your portfolio that will always be overweight and you will have to buy at higher highs if they keep increasing their TAM.
Leaders like Dr. Satya are rare. He combines integrity with exceptional capital allocation skill, and his energy is remarkable. One anecdotal: after a long flight, instead of resting, he went straight to Genome Valley to meet the team. Alone, with no client visit compelling him, he could easily have gone home for an afternoon nap. Instead, he chose to engage. His drive and stamina far exceed my own. That’s truly uncommon.
Thanks Sajal sir your sharing insights ❤️ It’s an honour to be part of your community.
Thanks a ton sir- Isolation increases fragility- very beautifully explained. Again talking about Laurus- Laurus itnaa kuch kar rahi hai ki vo apne aap mai ek sector ban jaaegaa and that too monstrous size. Dr. Sahab is not leaving any thing in isolation . Thanks to Kapoor sahab and thanks to Dr Chava 🙏🙏🙏- one will make me knowledge-wealthy and one will make me financially-wealthy 😊😊🫡🫡🙏🙏
Sir why won't you do
1. Non CDMO technology companies. Ofcourse there is risk of doing risky capex but the extreme profit will only come from tech companies which are independent.
2. Why not Silver rather than cash. You recently sold gold. Please check Silver vs Gold based on availability in earths crust, usability, net mined, substitution Etc. I did it in Excel( did not saved). You are in UK you also have option of leveraged ETFs( I do not recommend, just saying).
Of course I am looking at non-CDMO tech companies in India that meets my primary filter (management, cash flows, balance sheet, valuations).
I want 10x in 10y plus dividends as bonus; silver won't give that but maybe i can't predict the unpredictable
We have ETF for silver here in india too! Is there any other better way to invest in silver if one looking to invest in silver ?
Sir, first line you tell and it correct my though process. I was thinking of isolating myself and suddenly drops the idea!!!!
Thanks you sirji ii
Sir I do feel trump and US establishment due to his Arrogance will Give us a big feast after this year November. Biggest shock they may have when they cannot print dollars and whole system goes kaboom...( Source: Did historical analysis and read research of great depression. Global currency patterns before World war 2 especially those of Pound.) Graham/Dodd is of that era. Maybe that flavour may return. As a world without a global currency will have very high risk premium and thus make Garaham/Dodd investment methods famous again.
Taleb has taught us not to predict the outcome of randomness but stay prepared; cash gives optionality to act
Sir, recently, as part of the companies you track in the auto sector, do you track "Divgi Torqtransfer Systems"? If you are tracking, could you please share your view if you can?
Promoter ownership is more than 60 percent. The company spends around 6% of its sales in R&D investment. Almost zero debt. Cash Conversion Cycle of around 98 days. Gross margin is around 60 percent.
Never tracked
Simply I am learning each day something new..Thanks for your thought and helping as all ways...
Try to read few pages daily. Anything you like. Doesn’t have to be a book. As you read what you enjoy reading, think about the mind-map type derivatives.
Thank you for this wonderful session.
“Paani peena padega, US FDA aa gaya” in Shivalik Rasayan video was brilliantly funny sir!!
Space Technology 😍
Good day Sir!
Off topic.. Having gone through the post about Fractals about Sundaram Finance, feel Aditya Birla capital is on the same line. Would like to know your thoughts about the same. Thank you
Would be willing to explain the Fractals thesis using this example like I have done for Sundaram? It will be a good learning for everyone as a bonus :)
Sure Sir!
The company operates under Life insurance, NBFC, Health insurance, Housing finance, AMC.
With a current market cap of 76k cr, OPM consistently above 30% (barring 2020,2021), increasing sales with lumpy sales growth compared to previous FY, PEG at 0.92, PB at 2.5 (below 10 year median), EVEBITDA- 13.6 (as above), ROA 5 yr- 1.63%, NIM margins consistently above 6%, and ROE above 10% (albeit a dip in ROE in FY25- 13.8 to 11, compared to F24).
These are "fractals" I have noticed sir.. pls do correct and throw some light. Thank you!
Wishing a happy weekend to you
Learned new things from this video, thank you sir, can you please provide your view on crypto as america is pushing it…is it a way to pay off their debt of 37 trillion?
I don’t understand crypto at a level to be able to opine about it