In such a dynamic environment , when things are changing every 2-3 years and industry are facing disruption ....how can anyone give 10 years for terminal value..... thats very rude on anyone to assume that he has a crystal ball to see 10 years of future...... unless you are betting on companies like HDFCs ......which will give index return......if someone need good returns and has small capital ....he need to churn and invest in unknown and unidentified small companies..........take few bets and do good research
Surya Roshni ( pipes and tubes) Agrwal industries (bitumen) Electrosteel Casting (Di pipes) Man Industries ( pipes and tubes) Maiden Forging (Steel and nails) Tarachand Infra ( high end cranes) Universal Cables (cables and wires) Varroc eng/ mayur uniqutor/steel strips/minda corp ( best auto ancil play) Phantom and Basicaly ( best VFX play) tata consumer/Bajaj consumer/Lykis/Bizotic ( best consumer play) snowman (logistic play) Zomamto/devyani/Jubiliant/westlife ( best QSR play) Mapmyindia/Fidelsoftec/Cybermedia ( Best Future AI Play) Nazara/Sula ( Other high grwoth story) Tata power/Tata motor ( best Tata stock to grow) Ajmera/Archid Decor/Greenchef ( best reality play) This above stock should do good in next year ( atleat 5X at portfolio level is possible in 2-3 years)
Half an hour is not enough for such deep talk
Superb Insight from Master terminal value concept
RJ - Patience n Convention =Titan
A very deep thinking and clarity put so nicely. It teaches us so much. A learning of lifetime if followed properly. Thanks alot
Your patience will be tested but your conviction will be rewarded 😊
🙌🥇
Eagerly waiting for next episode
Where can I find the next episode?
In such a dynamic environment , when things are changing every 2-3 years and industry are facing disruption ....how can anyone give 10 years for terminal value.....
thats very rude on anyone to assume that he has a crystal ball to see 10 years of future......
unless you are betting on companies like HDFCs ......which will give index return......if someone need good returns and has small capital ....he need to churn and invest in unknown and unidentified small companies..........take few bets and do good research
Surya Roshni ( pipes and tubes)
Agrwal industries (bitumen)
Electrosteel Casting (Di pipes)
Man Industries ( pipes and tubes)
Maiden Forging (Steel and nails)
Tarachand Infra ( high end cranes)
Universal Cables (cables and wires)
Varroc eng/ mayur uniqutor/steel strips/minda corp ( best auto ancil play)
Phantom and Basicaly ( best VFX play)
tata consumer/Bajaj consumer/Lykis/Bizotic ( best consumer play)
snowman (logistic play)
Zomamto/devyani/Jubiliant/westlife ( best QSR play)
Mapmyindia/Fidelsoftec/Cybermedia ( Best Future AI Play)
Nazara/Sula ( Other high grwoth story)
Tata power/Tata motor ( best Tata stock to grow)
Ajmera/Archid Decor/Greenchef ( best reality play)
This above stock should do good in next year ( atleat 5X at portfolio level is possible in 2-3 years)
Don't see any takeaway from the interview without giving a couple of examples... No value of these kind of interviews