Investing Diaries

21 | cloning & filtering growth hungry ideas

nothing's was/is/will-be an investment advice or recommendation in my tweets. not sebi registered.

[Investing Diaries @Investingdiary]

Setting my pov only to pharma and chemicals for this year. Let's see what I learn.

(internet businesses can be an optionally tho😅, duopoly/monopoly is easier to study)

[Investing Diaries @Investingdiary]

only if insurance premiums come down to 5% !!

[Indian Tech & Infra @IndianTechGuide]

🚨 Only 2-slab GST structure in India.

5% and 18% IN
12% and 28% OUT

99% of 12% items will move to 5%
Majority of 28% items will move to 18%

(NDTV)

[Dhruv Bajaj @dhruvbajaj184]

The sheer scale & consistency with which insider trading/& trading based on privileged information happens in India is mind boggling. SEBI apparently works as "sleeping dog" Vs a watchdog
Case-Coromondal Int. announced takeover NACL industries (@ Rs.76)post mkt hrs,meanwhile
📈👇

[Investing Diaries @Investingdiary]

just crazy that @delhivery @help_delhivery doesn't have an email address to mail our issues.

Great work team!

[Investing Diaries @Investingdiary]

sold almost half my pf.
.
had some cash, for emergency, will be using both to fund my studies. need to get placed as well.
.
might sell further if req.
.
never thought of selling. but required. the liquid cash helped
.
hope i get placed this year.

[Investing Diaries @Investingdiary]

ganeshbenzoplast's had an issue recently.

i am still invested, why?
-main trigger is the new capacity ~64k KL
-even if pe drops from 14.9 to 10, i see a doubler
-if the valuations remain same, i see a 2x-3x

(my calc. can be wrong)
completly biased & invested. no buy sell rec.

[Investing Diaries @Investingdiary]

@SwiggyInstamart >>>> @letsblinkit

why will i pay for M.R.P when instamart gives me 10% off, almost equal to reliance fresh. 🤷🏽

[Investing Diaries @Investingdiary]

ganeshbenzoplast's had an issue recently.

i am still invested, why?
-main trigger is the new capacity ~64k KL
-even if pe drops from 14.9 to 10, i see a doubler
-if the valuations remain same, i see a 2x-3x

(my calc. can be wrong)
completly biased & invested. no buy sell rec.

[Investing Diaries @Investingdiary]

Swan & axis have recovered greatly.

With the recent axis's restructuring, seems, doubling down wont be an issue. will wait for a correction though.

added a few names for tracking (tembo).

(no transaction in the above mentioned past 14 days)

dis : invested. no recomm.

[Investing Diaries @Investingdiary]

"every law in India is for men"

saddend with the new of the passing away of a hardworking and extremly strong person Mr. Atul.

I hope serious changes are brought in so that certain women do not missuse the law + the law also protects the men who are violated.

om shanti.

[Investing Diaries @Investingdiary]

what i mean is, go through the latest conference done on dec 5th by axiscade's mgmt.

thank me later :)

(btw, listen till the end. anti-drones indirectly means rf + ai. which they have already proved. just tweaking req.)

[Investing Diaries @Investingdiary]

Swan & axis have recovered greatly.

With the recent axis's restructuring, seems, doubling down wont be an issue. will wait for a correction though.

added a few names for tracking (tembo).

(no transaction in the above mentioned past 14 days)

dis : invested. no recomm.

[Investing Diaries @Investingdiary]

tbh, my consolidated pf consists of

#sencogold
#ganeshbenzoplast
#sgmart
#swanenergy
#axiscades

old bets :
#saregama 1x
#tatapower 4x

what are your best bets?

Mine consists of these.

Looking for ideas in this fall.

Will be happy to know the reasoning as well if possible

[Investing Diaries @Investingdiary]

what worries more is, on the one hand, i want to get index funds to 10% of my pf for the upcoming uncertainity.

increase cash.

but, the opportunities in growth seem coming 2-3 years later.

ex: ganesh, axis, swan, maxindia, softtech, sg..

thing to look out for :)

[Investing Diaries @Investingdiary]

staying in for 2 years with 5-10% growth is no joke. coz you wont be making like 20-50% gains for the next 1.5 years atleast when others would be making very much.

it's a very chill kind of bet for me. the outcomes are already decided. mannagement clarifies doubts very well.

[Investing Diaries @Investingdiary]

ganesh benzoplast.

2 yrs later. the major capex comes online.

at 18pe it was very good for me. (considering i can wait for 1.5 years)

Also, now available at 15x pe.

This will be like extra money :)

dis : invested and biased. no buy sell recc.
staying in 2 years' is no joke.

[Investing Diaries @Investingdiary]

The message by deepinder was very clear if people could read btw the lines. your mindset matters. paiso ka dekha jayega. atleast have the guts to take a hit first.

one move to test maturity.

although he would need to talk to the ones he shortens down to. ( he is a wise man )

[Deepinder Goyal @deepigoyal]

Update 3.

[Investing Diaries @Investingdiary]

the thing is the package is expensive and prepaid..

the delivery guy wants me to pick up my phone during exams.(indirectly)

so pure din me wo sirf wahi 3hrs me hi ayega delivery krne.. gg.

great work @BlueDart_ @bluedart

[Investing Diaries @Investingdiary]

so, apparently @BlueDart_ guy cannot give me my parcel today because he came 1hr ago when i was giving my end sem exams.

now, due to exams I won't be available frm 2:30-5:30.

when asked to come before or after this time,
>> he may or may not before 2:30pm.

abb mai kya kru?

[Investing Diaries @Investingdiary]

why i pay my internet bills?

get free stock ideas to filter on my own. ez pz.

btw, end sem exams chal re and mujhe system design pdhne ka craving ho ra 🥺. gg.

exams end hote hi start krunga. 🤤🤤

[Investing Diaries @Investingdiary]

i see a lot of talk in nazara tech by fellows in valuepickr.

The story shouldn't be considered rosy, till,

the mannagement knows how to manage money :)

what i had said previously has been mentioned in the fellow investors post. but, they ignored it. wow.

[Investing Diaries @Investingdiary]

I agree on a lot of point here.

I haven't sold. but will wait for atleast a quater more before making a decision.

[Agastya @agastyarmehta]

While investor confidence on the SG Mart story has sharply declined due to a hit on NPM, I still maintain conviction due to a number of reasons. But first, I will provide my interpretation on SG Mart's business model, which has 3 business verticals.
1/n

[Investing Diaries @Investingdiary]

absolutely terrible service by @airtelindia . What's the use of returning home for festivities and finding that your airtelxstream fiberisn't working for the pst 24hrs. and its diwali tmr.

this is the 3rd time during festivities. @airtel

[Investing Diaries @Investingdiary]

No replies seem interesting :)

thought, would get some ideas to look into.

[Investing Diaries @Investingdiary]

tbh, my consolidated pf consists of

#sencogold
#ganeshbenzoplast
#sgmart
#swanenergy
#axiscades

old bets :
#saregama 1x
#tatapower 4x

what are your best bets?

Mine consists of these.

Looking for ideas in this fall.

Will be happy to know the reasoning as well if possible