Today @DamaniAshok unveils the ‘लेना-बेची, माल-लाव’ duopoly: CDSL–NSDL and CAMS–KFin, the silent tollbooths of capital. For a modest ₹80,000 cr market cap, they steward an astonishing ₹82 lakh cr AUM—proof that the pipes powering trades often outvalue the trades themselves.
There is a can of Diet Coke on my desk. It is 330ml, not 300ml. It costs 50 rupees, not 40. Nobody announced anything. But this can just confirmed a macro thesis I have been writing about for weeks.
@JioHotstar you guys sure knows that all age groups together watch cricket in India despite that every second ad is of condom. I don't think there is a shortage of companies that wants to endorse their brands in between overs.Why stick to these errotic ads? Shameful.
@hrishi_b7@siddarthpaim 1)One up on wall street by peter lynch
2)Of permanent value by andrew kilpatrik
3)Intelligent Investor(Chapter 8 & 20) by benjamin graham
@gurjota in 90's aur before have actually made wealth,they r getting infinite returns through dividends & in return bought different businesses(they don't need to sell ITC)& some of them proved to be multibaggers just like buffett did with Coke. 2/2
@gurjota Agree with some of the thesis here... Just like to add on - See if you had bought it in 2015 or 14 or 16 that had proved to be a disaster irrespective of what people say here about dividends & dividends reinvested and all BUT,
See the oldies that have bought it long back 1/2
@stocksntrends@AplombInvest And I don't even have to watch the chart or trend of these companies... I will ride the tide of luck in the future as well... That's not my ego who is saying this,I am well read,well informed... I know what happened in the past & I know what could happen in the future.
@stocksntrends@AplombInvest You are a fool ....My buying price of hdfc or itc is not even 0 now... Dividend recieved is more than the cost of buying stocks at that point of time... on top of that those dividends are used to bought more compounders in the past...Can't believe I have spent so much time to
@stocksntrends That's a good epilogue you have written to please your followers. I can only explain to someone who wants to listen & understands.If you have bought those 5 stocks in that era that means you don't have the knack of picking good businesses.
@stocksntrends@AplombInvest Reading & Learning are the two most important & common thing wealthy individual always recommends.Apart from that "Choose your heroes carefully" is the mantra I follow. God bless you & your followers.
@stocksntrends So these 20 years you didn't feel like buying businesses whose products you use daily.. No colgate,nestle,Procter and gamble,no gillette.The largest car maker in the country,no tyre company,no cigarette or alcohol company,no surf excel ..Nothing? Sad