Gaurav Jain
@gaurav28jain
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Founder & CEO at @investyadnya (SEBI RA & RIA)
India
Joined September 2009
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After Paytm IPO, it seems everyone has realised that complete market is overvalued.
#StockMarket
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An IT company offered me CTC Rs 2.2L/annum in 2006 (I didn't join as I went for MBA). Starting salaries has not even doubled in 16 years?
#Salaries
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Did You Know?
HAL (Hindustan Aeronautics Ltd) has overhauled 500 engines and 170 aircrafts between July 2021 & September 2022.
HAL has manufactured 20 aircrafts and 80 engines between July 2021 & September 2022
Company has order book of about Rs. 84000 Cr (FY22)
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I am seeing lot of people focusing less on their business or jobs and more on trading because of easy money (as per them). Mat karo.
Focus on your career, learn more, earn more, save more and invest in even an Index fund, you will generate much better alpha.
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Stock Market inherently is not very risky, but our behaviour makes it so.
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Vedanta is up by 12% on news of Semiconductor Plant investment in partnership with Foxconn in Gujarat. But....read this note issued by company in Feb.
#VedantaFoxconn
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Valuations!
Dassault - Maker of Rafale
HAL - Maker of Tejas
Src: Valueresearch
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- Flipkart wasn't first ecommerce website
- Ola wasn't first taxi service
- Google was 10th search engine
- Tesla wasn't first Electric car company.
It is not about ideas, it is about making ideas happen. Execute in best possible way.
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Did You Know?
India has these many vehicles on road (2020)-
23Cr Two Wheelers
4Cr Cars
0.95Cr Commercial Vehicles
USA has about 29Cr Cars and about 0.86Cr Two Wheelers on Road.
China has about 28Cr Cars on road.
#automobile
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CDSL Milestones-
1 Cr Demat Ac - Aug 2015
2 Cr Demat Ac - Jan 2020
6 Cr Demat Ac - Jan 2022
CDSL has 70% Market Share in No. of demat accounts. NSDL has rest.
Src: CDSL Annual Report
#CDSL
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Remember, No changes in Old Tax Regime. All changes in New Tax Regime only -
1. New Tax Slab:
Rs 0-3 lakh - Nil
Rs 3-6 lakh - 5%
Rs 6-9 lakh - 10%
Rs 9-12 lakh - 15%
Rs 12-15 lakh - 20%
>Rs 15 lakh - 30%
2. Rebate till 7 Lakhs
3. Standard deduction extended to new tax regime
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वजन तन का बढे तो व्यायाम,
वजन मन का बढे तो ध्यान,
और वजन धन का बढे तो दान,
यह विश्व का सर्वश्रेष्ठ विज्ञान।
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How can I save tax for salaried folks? -
The chart is mostly it. Nothing much outside barring few exceptions.
#tax
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Biggest Cost in IT Services is Employee cost and it varies from 50-65% of Net Sales. Lower this cost, better would be the margins.
#ITSector
#StockMarketindia
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“Never buy a stock because it has gone up or sell one because it has gone down.” – Benjamin Graham
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Did You Know?
Jubilant Foodworks owns these brands in India -
Store Count
Domino's 1567 (Highest outside US)
Dunkin 28
Hong's Kitchen 15
Ekdum! 9
Popeyes 4
ChefBoss Ready to Eat
Src: FY22 AR
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Interesting!
I didnt know Cipla and Wipro were acronyms.
Src: Whatsapp
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Getting 5% in Bank Deposits is fine because everyone gets similar.
Getting 20% in Stock market is not satisfactory because there is someone who has done better.
Theory of Relativity.
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Completed a detailed analysis of Tata Power recently. Here are highlights -
Major Moats -
1. Power Distribution experience of Delhi and Mumbai should help them in getting more discom deals in future esp. with govt. pushing to decentralizing distribution.
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Pidilite Enters Paints Segment.
Astral, Grasim, JSW have already entered the segment. Paints is becoming very competitive.
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#Dmart
Business update -
Standalone revenue growth
YoY - 35.8%
QoQ - 5.9%
Added 8 stores in Q2FY23
Never disappoints.
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How Major Currencies have depreciated against US Dollar in 2022?
Indian currency is best performing among peers.
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Understanding Income Tax Slabs after Budget2023
New Tax Regime vs Old Tax Regime
Src:ET
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Did You know?
More than 2.9 Cr Life Insurance policies were sold in FY22 by all players.
LIC has 63.2% Market share in New Business Premium and Private Players have rest 36.8%.
#LifeInsurance
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Tata Power Concall:
900 public chargers were installed in Q3 taking the total network to >3,100 chargers. Presence is in >500 cities.
More than 6,600 home chargers were installed in Q3FY23, cumulatively taking it to >30,000.
#ElectricVehicles
#TataPower
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Tata Motors is clearly very aggressive on EV.
Tesla's Market Cap: $ 1 Trillion
Tata Motors' Market Cap : $ 25 Bn
What do you see?
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Did You Know?
#KPIT
earns almost 40% of the revenues from programmes and software for the next-gen EVs (electric vehicles) and from increasing the efficiencies of conventional drivetrains.
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Why distribution is a big moat?
Because Poor product with great distribution beats Good product with poor distribution
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Did You Know!
India's Credit Card Base has crossed 8 Cr.
17% CAGR growth in last 3 years.
#creditcard
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Hai itna patience?
Which is your longest held stock and for how long?
Mine is Reliance (though very small quantity) for 13 years.
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Did You know?
Relaxo sold 17.46 Cr pairs of footwear in FY22.
Have a capacity to make ~10L pairs per DAY.
#relaxo
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IEX - Board has approved buyback of shares through Open Market at a price not exceeding Rs.200 per share.
Current Price - 150
#IEX
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"Saudi Aramco Posts Record $161 Billion Profit for 2022"
Equivalent to Rs. 13.3 Lakh Cr (More than the market cap of TCS).
War is good business for some countries 😐
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Polycab hasn’t got the IT notice yet as per their latest press release. Interesting!
#polycab
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Boring leads to creativity
Boring means simpler life
Boring means quality investments
Boring means low risk
Boring means time for self
Be Boring!
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When will the competition come in EV to Tata Motors?
Maruti, Hyundai, Mahindra or someone else?
#TATAMOTORS
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Retirement Planning is MOST important Financial goal. Please do not ignore it.
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Me reviewing a Friend's stock portfolio-
Me: Yeh stock kyu buy kiya?
He: Yeh stock to bahut accha hai. Yeh mein long term ke liye rakhunga.
Me: Why do you think yeh bahut accha hai?
He: Bech doon kya?
Me: ??
He: Accha tu hi bata de fir.
😀
#borrowedconviction
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How 4 major players in Wires & Cables segment earn their Revenue? Havells is most diversified and biggest player too.
#StockMarketindia
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Commodity inflation impact is clearly seen in the Q2 results. Havells, Asian Paints, HUL, Rallis - all results are below expectation and impacted by higher input price.
@AdeParimal
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We are still a country with very low penetration of today's basic needs. India is a strong consumption story of the future.
Src:ICICI Pru AMC
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3 Big Reasons which could lead to major Stock Market fall or correction in near future. Anything you want to add?
@AdeParimal
@ManishaYadnya
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Most difficult thing is to sell a good stock or mutual fund in the portfolio just because you have too many and you are looking for more concentration.
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Goal is not to Retire rich, Goal is to be Financially Free.
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Trader is an identity, Long Term investing is an identity.
Anyone in between has identity crisis.
Choose your identity :)
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Thanks a lot Deepinder. Will be a regular customer.
Our dedicated Pure Veg Fleet will only serve orders from these pure veg restaurants. This means that a non-veg meal, or even a veg meal served by a non-veg restaurant will never go inside the green delivery box meant for our Pure Veg Fleet.
3K
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A big reform in Power sector is expected by GoI. It will give a big boost to this sector. My take -
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High growth expectations from this sector is reflected in their high PEs.
#PaintSector
#StockMarketindia
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Good Morning. Wish you a great day.
Starting my morning with this small but powerful quote.
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One year from now, you may wish that you started today
Start Today!
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DID YOU KNOW?
Sector wise Favourite Stock of Mutual Funds:
Financial - ICICI Bank
Technology - Infosys
Automobile - Maruti Suzuki
FMCG - ITC
Energy - Reliance
#StockMarketindia
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शुभ प्रातः!
वजन तन का बढे तो व्यायाम, वजन मन का बढे तो ध्यान,
और वजन धन का बढे तो दान, यह विश्व का सर्वश्रेष्ठ विज्ञान है।
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LIC is now a part of Fortune 500 globally with a rank of 98. It is the highest ranked Indian company in the Fortune 500 list
#LIC
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Adani Enterprise calls off the FPO, will return the money back to investors. Good step 👍
#Adani
#AdaniEnterprises
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"The two biggest investing mistakes are panic buying and panic selling" ~ Naval
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Will HDFC-HDFC bank merger create an entity which will surpass Reliance in terms of maximum profit by Indian company?
#StockMarketindia
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Never Forget
#2611Attack
Was in Mumbai at that and still remember the fear on road.
Salute to all security forces.
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Value your time more than your possessions. Time is the greatest wealth you have. Except time, everything else can come back.
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India November
#CPI
is at 5.88%
Oct CPI: 6.77%
Sept: 7.41%
As Crude goes down, it will improve further.
#Inflation
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Today!
Nifty PE - 23.37
Nifty Midcap 100 PE - 44.04
Nifty Small Cap 100 PE - 30.28
Market Cap to GDP - 154
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I learned early in my career that if you read the annual reports, you've done more than 90 percent of the people on Wall Street. If you read the notes to the
annual report, you've done more than 95 percent of the people on Wall Street.
-Jim Rogers
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