EV sales shift into the fast lane showing growing acceptance
Positive on EV space in India
Holding : Endurance , Sona Comstar , Tatva Chintan
Watchlist : FIEM Industries
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Threats to online insurance aggregators like policybazar. Be cautious with itās IPO
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Good to see the leader focus on its own digital capabilitiesā¦not sure why HDFC decided to only delist ergo and not life from aggregatorsā¦need to watch thisā¦as investor of HDFC life, would like it to follow suit and focus to enhance its digital capabilities on its own selfā¦
Disc. Views personal and maybe wrong
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Hello Aniesh, Thanks for sharing your knowledge, I have personally learned a lot from you
Can you please share your current pf with allocations
A conventional carās engine and transmission have hundreds of parts, some electric-vehicle powertrains have as few as 17
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Good article, but this part of the writer is a bit hyperbole\
some electric-vehicle powertrains have as few as 17
What happens is, the parts move elsewhere. One look at Sona BLW drivetrain designs will tell you that it cannot be 17; it will be way more. And these contain rare earths, copper and other material that will substantially change the pricing of the car without going into battery side of things.
Iām all for electric and the basic thrust of the article is true but thereās a bit of runaway thinking here
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Teslas use electric motors that have two moving parts, and single-speed ātransmissionsā that have no gears. The company says its drivetrain has about 17 moving parts compared with about 200 in a conventional internal combustion drivetrain.
Completed 3 Years of investment with CAGR of 34.7% .
Bull 
run was helpful in achieving such returns, but henceforth expecting reasonable returns .
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Goodā¦bull run has definitely helped our PFsā¦though im going lean nowā¦my MF PF I have trimmed from around 22 funds to 5 in last 4 yearsā¦CAGR outperformance improved substantially after that including a 30% outperformance when compared to benchmark and 105% returns in last 1 yearā¦now planning to trim the PF reducing number of stocks by 50% and concentrating only on a fewā¦PF returns over last 3 years has been decent around 40% mark
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Heyā¦
Very much interested to know whether you would still add Nykaa even if you didnāt get the allotment?
No Allotment. I will be buying a tracking position.
Valuation are on higher side, it will be even higher on listing but when i buy any stock i keep an outlook of 8-10 years.
N in that time Span , if nykaa excute well, current valuation wonāt be an issue.
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Added Nykka - bullish on future prospects of company and Technology/Digital stocks .
Like in other countries an Tech/Digital index is quite possible in India as well in futureā¦ So keeping a set of stock which Iām positive on ā¦
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Tarsons Products is engaged in designing, developing, manufacturing and supplying a diverse range of quality labware products used in laboratories across research organisations, academic institutes, pharmaceutical firms, diagnostics companies and hospitals.
Will apply this IPO .
I just have one issue with Tarson. Itās geographical location is one of the worst.
There plants are located entirely in WB with no diversification of location. So, there would be significant floods in the future.
Kolkata is the 2nd in the list of most prone to floods in the world.
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Hi Aniesh,
Have you gone through latent view IPO? Would like to know your thoughts.
Latent View
Positive :
Business with Industry tailwind
Good margin - As per management it will sustain
Strong promoters background
No issues on corporate governance side
Wide range of capabilities
Company has good cash conversion
Decent valuations
Negatives :
Geographical concentration - As per Management with IPO funds will try to reduce that.
Client concentration - Top 5 client 54%
Topline Growth is stagnant last 3 years - As per management this is due to moving Focus on high end analytical business and to maintain margin
Small size
Will apply today, with no hope of allotment as retail portion already booked 31 times on day 1 itself
As usual will buy on listing 40-50% of desired quantity .
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It is very difficult to buy companies by Sigachi and Latent View as they may be put in the 5% circuit. I was lucky to get Paras defence IPO allotment but could not add more initially after listing as it was in circuit for almost next 10 days.
Everything in the economy is cyclical. Nothing great or terrible is likely to stay that way for long, because the same forces that cause things to be great or terrible also plant the seeds to push them the other way.
Bull markets make stocks expensive, expensive stocks leave little room for error, and little room for error increases the odds of bull markets ending. Same thing in the other direction. Recessions cause pessimism. Pessimism causes underproduction, underproduction leads to scarcity, scarcity leads to a new boom
ā Morgan Housel
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Hi ā¦ please advise how your current portfolio looks like
Just consider the awarness people are getting towards investment in equities. Biggest beneficiaries cdsl, cams, bse,
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