EthicalGuy

[Normal Guy @Normal_2610]

India produces 7.7 billion writing instruments a year but only consumes 4.6 billion at home, This is not a supply problem or a manufacturing gap.

India already makes more stationery than it uses. The real shift is inside the domestic buyer's basket. 63% of what Indians buy today is still unbranded, means local shops selling loose pencils and plain notebooks with no name on them.

DOMS went from zero share in 2010 to 12% by FY23 just by filling that gap with branded product at the same price point.

DOMS crossed Rs 2,326 crore in FY26 revenue, growing 22% while its EBITDA margin slipped from 18.2% to 17.3% that pattern tells a lot.

In low per capita spend categories, branded players have to chase volume first and margins later. Raw material costs are rising, employee costs are climbing, and DOMS is spending Rs 250 crore plus every year on new capacity.

The math only works if per capita spending keeps climbing, At Rs 250 per person per year right now, even a small upward move creates a very large revenue pool.

Digitization looks like a threat on paper but has not hurt stationery sales in India so far. Market grew 8% even as 75% of urban schools added tablets or smartboards.

Reason is simple - Indian classrooms still run on handwriting, exams are still on paper, and most government schools barely have working electricity let alone one device per student.

In countries where tablet per student ratio crosses 0.7, stationery spending drops 12 to 18%, India is nowhere close to that number.

[CapexAndChill @CapexAndChill]

One of the greatest investing traps? The careerist CEO. Large organizations breed executives who prioritize their own survival and internal politics over reality. Charlie Munger shared the 2009 General Motors bankruptcy as a failure of this exact mindset: "They had a bunch of careerists. An owner would have seen immediately that situation was hopeless... they just romped through it with a lot of denial and petty pompousness."

[Sunil Gurjar, CFTe @sunilgurjar01]

“Since 1969, he (Murali Divi) has been talking only about Chemistry and Pharmaceuticals. I once caught a flight to London, only to sit besides him and understand his business model”

“Divi’s Laboratories listed at 120 Crore Market cap, is today 24,000 Crores.”

* Madhu Kela.’16

[Kevin Carpenter @kejca]

Peter Lynch: "It bothers me that people are very dangerous when they invest."

"People are careful when they buy a refrigerator. They're careful when they take a vacation. And then they'll put $5,000-10,000 in some stock they hear [about] on the bus or at a party. That's dangerous."

(Fox Business || 2019)

[Kushal Lodha @kushallodha548]

“We sold Manyavar stock after holding it for a couple of months, as its Same Store Sales Growth (SSSG) was negative while its competitors had posted positive numbers.”

“I use a concept called ‘pre-mortem’, in which I imagine the reasons for selling a stock at a loss in the future.”

“The reasons could be corporate governance issues, related-party transactions, capital misallocation, etc. So, pre-mortem helps in defining the exit criteria.”

- Gautam Baid (Managing Partner Stellar Wealth Partners)

Discl: Stocks discussed are not a recommendation. Please consult a SEBI/SEC regd. advisor.

[Shiv Aroor @ShivAroor]

“Mr Gurumurthy, you will be seen as a Boomer Uncle for these views..”

@sgurumurthy joins me on his heated takes on the CJP protests & Gen Z:

[Sanjay Kathuria @sanjaykathuria]

"Parag Parikh's flexicap fund has more than 120,000 crore AUM. The fund's gotten so big now that to actually deploy money, they'd need to take a massive stake in any company, and free float just isn't there for that. Are we running out of good companies in India? Are AMCs simply outgrowing the market?"

"No. It's not that companies are running out, investment opportunities are actually rising by the day. We're sitting in a sweet spot right now. Over 600 IPOs in the last 10 years alone, and last year alone, 200-250 SME IPOs. That's not even counting main board listings. There's no shortage of opportunity here, opportunities are only growing."

"Here's a simple practical example. In 1995, US stock market cap was 13 trillion dollars. Today it's crossed 65 trillion, roughly 5-5.5 times up, while their GDP has only doubled. So market cap grew 5-6x. But here's the interesting part, the number of listed companies in the US has actually fallen 40% over that same period."

@AashishPS on Parag Parikh Still a Good Fund

Watch Full Podcast : https://t.co/Xgs5qKLeZ4

If you're wondering how to position your own portfolio for that growth story instead of just chasing whatever fund is trending, Book a call here:
https://t.co/Vah5j3yIit

[NDTV @ndtv]

#NDTVExclusive | "Just because they mobilised 50,000 people does not mean they became the representative of GenZ. They are criminals": S Gurumurthy (@sgurumurthy) to @ShivAroor

[Vikram Pratap Singh @VIKRAMPRATAPSIN]

I support reservation hatao andolan .
Let’s do it

[BJP @BJP4India]

Congress claimed to support students and fuelled protests.

But when the Anti Paper Leak Bill was introduced to crack down on exam paper leaks, many opposition parties voted against it.

Congress must answer: was its concern for students genuine, or just political theatre?

𝐂𝐨𝐧𝐠𝐫𝐞𝐬𝐬 𝐢𝐬𝐧’𝐭 𝐝𝐫𝐢𝐯𝐞𝐧 𝐛𝐲 𝐜𝐨𝐧𝐯𝐢𝐜𝐭𝐢𝐨𝐧. 𝐈𝐭’𝐬 𝐝𝐫𝐢𝐯𝐞𝐧 𝐛𝐲 𝐯𝐨𝐭𝐞-𝐛𝐚𝐧𝐤 𝐩𝐨𝐥𝐢𝐭𝐢𝐜𝐬.

[Rahul Shivshankar @RShivshankar]

CALL THEMSELVES STUDENTS BUT HOLD DEGREES IN CRIME? "HISTORY SHEETERS" RIOTED AT JANTAR MANTAR. EVERY FACE UNMASKED. PROOF OF "CRIMINALS" BEING SHIELDED. DO THEY DESERVE AMNESTY?
Delhi Police surveillance, FRS scans and crime dossiers allegedly identified 2,873 individuals with criminal records at the Parliament March protest site.
Among them: 101 facing murder charges, 62 accused of attempt to murder, 61 rape accused, 229 Arms Act offenders and 67 NDPS accused.
Nearly 1,000 had serious criminal antecedents.
CNN NEWS 18s Manoj Gupta accesses the full Delhi Police dossier that links "student protestors" to "history sheets". Notice the serious sections of IPC they are facing in cases. Look below. These are only a few of the hundreds of photos accessed.
#JantarMantarFiles

[Abhijit Iyer-Mitra @Iyervval]

Now you know why Dipke wanted Delhi Police to not check people’s photo ID at the protest site

[ANI @ANI]

Delhi Police Sources say, "The Delhi Police alleges 2873 men with criminal antecedents were present at the protest site between July 20th and July 25th. These criminals have been identified using the Facial Recognition System and through technical means. Police are investigating whether these men were involved in violence that broke out at Jantar Mantar, in and around New Delhi. These criminals are involved in heinous crimes like sexual assault, murder and crimes involving minors (POSCO). Some of these alleged criminals came back to the protest site repeatedly. These particular criminals have serious offences registered against them"

[Mr Sinha @Mrsinha]

Not filing cases or withdrawing FIRs will set a dangerous precedent.

A criminal is a criminal, even if he or she is a student. No one should be allowed to get away with attacking police personnel, engaging in violence, or destroying public property.

Hope gvt has any plan B.

[Shiv Aroor @ShivAroor]

🚨 2,873 persons with criminal antecedents, including cases of murder, rape, abduction, POCSO & more identified using facial recognition from Jantar Mantar protest & Parliament march, Delhi Police tells @NDTV’s @mukeshmukeshs.

Details:

[Rohan Das @rohaninvestor]

How to earn 100 crores through stock market.

[Sanjay Kathuria @sanjaykathuria]

"I'm a US NRI. I know for certain I'm moving back to India in 10 years, and I'm holding my Indian mutual funds the entire time without touching them. Does the PFIC rule still apply?"

"Even if you don't sell, you're still required to report these holdings every year you're a US tax resident. There's a specific form for it, 8621, and it has to be filed properly each year. The compliance burden doesn't disappear just because you didn't sell."

"But here's the actual relief. If you genuinely hold without liquidating while you're a US resident, and only sell it after you've moved back to India, you save yourself the tax. The reporting stays, the tax doesn't hit."

CA Naman Gangwal on Should NRIs Invest in Mutual Fund

Watch Full Podcast : https://t.co/lyF3QJ8mxL

If you're an NRI trying to map out exactly when and how to time your India investments around this, Book a Call here : https://t.co/Vah5j3yIit

[Pawan Chandana @PawanKChandana]

Honoured to meet Hon’ble Prime Minister Shri @narendramodi ji along with my co-founder, Bharath.

From two engineers who started out with a bold idea which had low chance of success—to standing together with the Prime Minister after Vikram-1 became India’s first private orbital launch vehicle to reach orbit, it was a deeply humbling moment.

Your vision and bold reforms opened India’s space sector to private enterprise and empowered a new generation of innovators. We are proud that @SkyrootA could contribute to this national journey.

Committed to building from India, for the world. 🇮🇳🚀

[Shashank Mattoo @MattooShashank]

Ex-Singapore Ambassador on the rise of India:

The West crazily assumed that the rest of the world would become replicas of the West. That was arrogant and a major strategic mistake. The West went to sleep just as civilizations like India and China were waking up and rising.

[EthicalGuy @guy_ethical]

When these unfair practices of @CarTradeTech shall be held to question in future; it may turn out very bad for all shareholders and common public. It’s just like movie ‘Hisaab Barabar’. Anyone cares to contact me to take details & highlight it to wider public? n/n @SEBI_India