Fundamental Investor๐ | Cricket โฅ๏ธ | On journey of building wealth & FIRE | โฅ๏ธ reading stocks | SMEs | IPO | Random thoughts for life | Posts are educational
Iโm documenting my journey around:
โข Financial and Investment journey
โข Healthy daily habits
โข Discipline & simple living
No hype. Just what works for me.
I was reading Zero to One by Peter Thiel, where he talks about what makes a business a durable monopoly:
1. proprietary tech
2. economies of scale
3. network effects
4. strong brand
Later that day, I was talking to a friend.
He uses Groww. I use Zerodha.
Naturally, I tried convincing him to switch.
But he wouldnโt budge.
Not because of features.
Not because of pricing.
But because his mutual funds portfolio already sits on Groww.
Thatโs when it clicked:
What appears to be a UX/distribution choiceโฆ
is actually a form of user lock-in.
And when that lock-in compounds across millions of users,
it starts to look a lot like a moat.
That realization pushed me to dig deeper into Groww.
Not just from a product lens - but from a strategy lens.
#groww
โ
โน1,000 Cr in FY2025 โ โน9,000 Cr by 2030 : Axiscades is becoming Indiaโs next serious Aerospace, Defense & ESAI (Electronics, Semiconductor, AI) manufacturing play. ๐
EPS growth of 40-50% p.a. (conservative) for FY26 and FY27. The shift from low-margin services to high-margin products, solutions and manufacturing is happening right now. Not a distant dream - facilities are already live and orders are landing.
@croreclub I feel immensely proud to be part of this elite group.
I want to be a proud member of The Billionaires club family ๐
I'll be active and I'll follow all sebi guidelines.
@soumyadupe Indigo paints - no growth amid industry headwinds and competition from Birla
Relaxo - not at all a growth story
Aavas - derating across entire AHFC space.
Correct me if I am wrong.
By the way can we enter Positron Energy now?
๐ ๐ฐ๐ฟ๐ฒ๐ฎ๐๐ฒ ๐บ๐ ๐ผ๐๐ป #๐๐ฐ๐ฎ๐ป๐ป๐ฒ๐ฟ ๐๐ผ ๐ณ๐ถ๏ฟฝ๏ฟฝ๐ฑ ๐ผ๐๐ ๐๐ป๐๐ฟ๐ฎ๐ฑ๐ฎ๐ ๐๐ฒ๐๐๐ฝ ๐๐๐ผ๐ฐ๐ธ๐..
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Disclaimer :
โ ๏ธ These were my own trades and posting it only for learning purpose.
Please do your own study and don't take any positions looking at the trades of other people.