My ongoing visit to European nation included visiting multiple factories & entrepreneurs.
Some Key Pointers are as follows:-
-Industrial slowdown and lack of fire to grow is clearly evident. Payment cycle is stretched, forcing them to slowdown fresh order intake, thereby maintaining a cautious stance.
-What Europeans do excel is in the field of technological advancements in engineering. But they are fast losing their edge on cost side, so they need a partner whom they can trust and share the technical knowhow. This is where India fits into the picture, as one of the preferred destinations among other Asian Countries.
-Majority of factories we visited are contemplating to install manufacturing facilities in India to stay relevant on the cost arbitrage. This is where the opportunity arises for Indian companies to form a JV/strategic ties up with European company.
-We can provide them good arbitrage in labour and a huge population/TAM size. And for European companies, they can retain their competitiveness by shifting their manufacturing base to India which can be mutually beneficial for both. We believe young companies with open mind will have the 1st mover advantage compared to larger companies.
-Going forward we can see many European cos entering and forming JV/strategic tie ups with Indian companies and tapping the unexplored potential in Indian/Asian markets.
This manufacturing tailwinds which is multifaceted and multinational has the capability to produce multiple multibaggers going ahead🇮🇳
Most successful promoter have a common trait🎯
They crack the success code outside their comfort zone. A commerce graduate runs a successful API/Agrochemical company. A person from finance background runs a top notch pharma company. The businesses they develop anf run succesfully have no connection with their core educational field. What they do right is, hire highly competent professionals and give them a free hand to drive the company operations by developing their own unique methodology.
Wipro owned by Azim Prem Ji owns several businesses. Even though Prem Ji himself never wrote any code, He built different sets of businesses. He was able to build many businesses because he has one core competence i.e surrounding himself with people who are more competent than him. It's a big mental blockage for many entrepreneurs to have people smarter than them in their company. Premji wouldn't have been where he is today, if he thought he was the smartest person in the company.
The moment you bring people smarter than yourself, you must have the ability to hear mouthful from them as they won’t restrain back if they are good enough. They will disagree and bring in their own level of thought. How do you give them the comfort that they open their minds and provide them with their own space rather than breathing down their neck. Successful Promoters know how to execute the work from others, how to sell their product, how to care for their customers and other stake holders.
As an Entrepreneur, If you think you are the smartest guy in the organization then you are surrounded by dwarfs. Surround yourself with people smarter than you.
Like MSD said, A confident guy is much better than a talented guy 🙂
My High Conviction stocks & Their Support Levels!
Breakout & Reversal Candidates!👇
1- MTAR Technologies
CMP- 2432
Support - 2608
2- Action Construction Equipment
CMP- 736
Support - 690
3- BSE
CMP- 1587
Support - 1535
4- Gateway Distriparks
CMP- 91
Support - 88
5- Filatex India
CMP- 51.66
Support - 49
6- Sms Pharmaceuticals
CMP- 123
Support - 120
7- Precot Meridian
CMP- 225
Support - 217
8- KFin Technologies
CMP- 461
Support - 444
9- Indo Borax
CMP- 163
Support - 156
10- Syrma SGS
CMP- 656
Support - 633
Did I miss any stock ??👇
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Disclaimer: This content is strictly for educational and informational purposes, devoid of any direct or indirect buy/sell recommendations. The author is not a SEBI-registered Research Analyst or Investment Adviser. Always seek advice from a certified financial advisor before making investment decisions.
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In an unprecedented and unexpected bull run backed by strong fundamentals, intermediate corrections are very much necessary. Markets will keep taking Pre Board and Board Exams regularly before giving us bonafide results. It is up to us to be well researched and thoroughly prepared with our process to succeed by being calm and maintaining our composure through the test phase⏳
Those investors, who stay away from social media frenzy & dissonant noise of constant chest thumping will make the maximum wealth this decade. Not many will have the audacity to travel the whole journey, as fear of losing out on profits take over the long term goal of being financially independent. II can guarantee the ones who prefer delayed gratifications will be amply rewarded.
If investors feel, I am exaggerating the opportunity that lies ahead of us, please kindly move out from your comfort zone and get your hands dirty, to obtain a fair idea about the current environment by speaking to various entrepreneurs in Tier 2 & 3 cities. For the first time I must say, Entrepreneurs are super bullish and investors are somewhat skeptic. Thanks God its not the opposite.
China in Year 2000 was roughly 1.7 trillion $ GDP
China in Year 2021 went up to 18.1 trillion$ GDP
Entire dynamics changed in 2 decades
We have woken up from a deep slumber. Imagine the potential🇮🇳
Stay Away from High Leverage
Stay Away from Negativity
Stay Away from Co Investors who always pull you down (Most Imp)
Wealth Yahi Banega, aur wahan jyada banega jahan koi nahi sochega ke wealth Banega. Save this message. Will revisit @2030🕒
We have given decades to Gold , FD, Real Estate. Just for once try and give a decade to Indian equity and leave rest to the almighty. Let him decide what is good for us.
Remember we are just custodian of our wealth, paisa uska hi hai🙏🏻🇮🇳
Sharing some key takeaways from https://t.co/L2FSMmit6M ‘s space with ace investor @GunavanthVaid ji
Please read thread below:
Please add your learnings too so we have a full compilation.
Retweet Max
#StockmarketIndia
Thanks to all my Friends & Followers, for bearing me for 4 Hrs. I hope my experiences add value to you🙏🏻
Our Framework
[̲̅P] - Promoter's Vision
[̲̅U] - Under Researched Company
[̲̅N] - Nascent Stage/New Business
[̲̅Y] - Young In Market Cap
[̲̅A] - Affordable In Valuations