Cold Brew

31, Equity, Indian

[Cold Brew @Coldbrew_equity]

$CHA #CHAGEE

[Cold Brew @Coldbrew_equity]

Chagee - Time for a tea break! https://t.co/HLmZu7Jm5K

[Cold Brew @Coldbrew_equity]

Brand’s pricing power is the biggest most a consumer good can have, if you don’t believe then check $CROX last 1 year return

[Cold Brew @Coldbrew_equity]

Indian IT sector seems to have all the fuel to outperform other sectors over the next 2-3 years

[Cold Brew @Coldbrew_equity]

Real estate keeps putting pressure on Chinese banks. Just look at the valuation and size of the books of the top4 banks of China, it is ridiculously cheap.

But then it’s China, the investor woes continue, it’s very difficult to have confidence in China as a FII

[Cold Brew @Coldbrew_equity]

I understand the power of AI and the scale of adoption of genAI. But INFY is trading at 13x earnings, with a dividend yield of 5 percent! Is it one of those times , where contra opinion helps you generate alpha?

[Cold Brew @Coldbrew_equity]

Nifty Small Cap is ~7% up YTD. I believe small cap does not mean more fragility. Niche domination/Differentiation can result in significant growth, if the management is prudent in capital allocation.

[Cold Brew @Coldbrew_equity]

#SastaSundarVentures #SmallCap #IndianPharma

Disclosure - Not a Sebi Registered Advisor. Personally invested in the name.

[Cold Brew @Coldbrew_equity]

The more I look into the markets, the more I realise the importance of the question “what price are you paying?” #Investments #Equity #Portfolio