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Abhijit Chokshi | Investors का दोस्त

@stockifiabhijit

Oct 14

15 Red Flags to Watch Before Investing Your Hard-Earned Money in Any Stock

Red Flag 1: Cash flows don’t match profits

If a company shows profits but never has cash in the bank, it’s cooking something.

Example:
Yes Bank showed profits for years, but operating cash flow was erratic. Eventually, the truth exploded.

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Red Flag 2: Promoter holding constantly decreasing

If the founders keep selling stake, they may know something you don’t.

Example:
Zee Entertainment promoters steadily reduced holding, triggering concerns about long-term commitment.

Red Flag 3: Promoter pledged shares rising every quarter

High pledging = desperation. If stock price falls, lenders sell and crash the stock.

Example:
DHFL had over 80% of promoter shares pledged before its collapse.

Red Flag 4: Promoter is always on TV

If the CEO is spending more time in studios than boardrooms, it’s probably a PR pump.

Example:
Several small-cap stocks like 8K Miles had flamboyant promoters doing media rounds right before the stock crashed.

Red Flag 5: Rising debt without matching earnings or interest coverage

If debt rises faster than profits, the company’s drowning silently.

Example:
Jet Airways had ballooning debt while interest coverage ratio collapsed before the final nosedive.

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Abhijit Chokshi | Investors का दोस्त

@stockifiabhijit

Oct 12

How the Baniya Community knows the best-kept financial secret.

Go to any wholesale market, textile market or steel godown.

They are dominated by surnames like:
Agarwal, Gupta, Bansal, Khandelwal, Poddar, Jalan, Goel

Here’s what separates them from the rest of India:

While you chase 12% annual returns, Baniyas chase one thing only:
How fast can the same rupee come back and compound again?

Most of India works on a salary.
Baniyas work on rotation.

You get paid once a month.
They get paid 3 times a month.

Their business cycles don’t run on years.
They run on days.

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While the average investor prays for 12% annual returns…

A Baniya business aims for:

25–35% ROCE (Return on Capital Employed)
15–30 day inventory cycles
40–60 day receivable cycles

And zero obsession with the stock market.

Most people ask:
“How much return will I get?”

Baniyas ask:
“How fast can I get my principal back… and reinvest it again?”

It’s not about chasing returns.
It’s about compounding velocity.

The traditional Baniya portfolio has 3 silent pillars:

1. Rotating Capital
2. Pledged Gold
3. Land Banking

Let’s break them down.

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Abhijit Chokshi | Investors का दोस्त

@stockifiabhijit

Oct 11

Why India’s largest consumer tech IPO, LG Electronics India, might be the next multibagger.

Since 1997, LG has built more than just brand recall — it’s built trust.

• No. 1 in India’s washing machines (34% share)
• No. 1 in microwaves (51%)
• No. 1 in TVs (28%)
• Massive player in air-conditioners and fridges

36,000 stores.
1,000 service centers.
594 cities.

If Reliance Jio owns the digital India, LG owns the hardware India lives with.

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The Numbers Are Screaming Efficiency

FY25 EBITDA margin: 13%
Net profit margin: 9%
RoCE: 43% (industry peers: 20–25%)

LG India is producing at 77% capacity utilization — and still adding more plants.
In Andhra Pradesh alone, it’s investing ₹5,000 crore for a mega facility.

Once operational (FY27), it adds 5.5 million units of capacity — pushing total revenues past ₹32,000 crore.

That’s a 16% CAGR over two years — with zero new debt.

The Secret Weapon: Localisation

85% of what LG sells in India is already made here.
Not imported.
Not assembled.
Manufactured in India.

That’s how it keeps costs low, profits high, and taxes under control.
And with India’s “China+1” momentum, LG’s domestic production base gives it the ultimate export edge.

Andhra Pradesh’s upcoming plant isn’t just for Indians — it’s LG’s ticket to becoming an export hub for Asia.

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Abhijit Chokshi | Investors का दोस्त

@stockifiabhijit

Oct 10

China is building a ₹83 lakh crore sports economy.

Not for pride.
Not for medals.

But as a strategic weapon to fuel its GDP.

Here’s how they’re turning football, badminton and gym memberships into economic fuel—and what India can learn from it:

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In 2023, China’s sports economy was worth ~$540 billion.

By 2030, it’s targeting $1 trillion.

That’s bigger than the GDP of Switzerland or Saudi Arabia.

But this isn’t about cricket-style obsession.

It’s about economic engineering.

Let me explain:

For every ₹1 spent on sports in China, the economy generates ₹7.8.

Buy a ticket → book a hotel → eat local → share content → buy merch.

One football match = full-blown economic festival.

And China wants to repeat this… 10,000 times a year.

So what’s the plan?

Step 1: Transition from an export-heavy economy to domestic consumption.

Step 2: Use sports as the gateway drug.

Step 3: Let the multiplier effect do the heavy lifting.

This is not a theory. It’s already happening.

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Abhijit Chokshi | Investors का दोस्त

@stockifiabhijit

Oct 9

India is already the world’s back office.
Now it’s building the frontlines.

In one of the biggest tech infrastructure deals of the decade, Google is investing $10 billion into a 1 GW data center cluster in Visakhapatnam, Andhra Pradesh.

Construction starts soon.
Deadline? July 2028.

Let’s break down what’s really happening here.
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What’s inside the $10 billion plan?

Three campuses: Adavivaram, Tarluvada, and Rambilli

$2 billion earmarked for renewable energy, telecom upgrades, and submarine cables

Over 5,000 high-skill jobs created

The first direct data center investment by Google in India

But this isn’t just about storage and servers.

It’s a geostrategic masterstroke.

Why Vizag? Why now?

Because India is no longer begging for FDI.
It’s setting the terms.
Over the past 5 years:

Apple started iPhone production in India

Tesla has held talks with Indian states

Micron, Foxconn, and AMD are building semiconductor facilities

Now Google is bringing the cloud home

And Visakhapatnam isn’t a random pick.

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Abhijit Chokshi | Investors का दोस्त

@stockifiabhijit

Oct 8

The Calm Before the Storm

For 30 years, Japan was the world’s ATM for cheap money.

Its interest rates were near zero, so investors borrowed in yen and bought assets worldwide.

This “carry trade” quietly fueled global markets.

Now, with Japanese yields surging, that 30-year machine is reversing.

Japan’s 40-year bond yield has jumped from 1.5% to 3.4% in just two years, its fastest surge in decades.

Sounds boring?
It’s not.

Because when Japan’s money starts flowing back home, the rest of the world’s financial system shakes, and Gold and Silver often become the winners.

Let’s break down what’s really happening behind the headlines.

Why This Matters Globally

When Japanese bonds start offering higher returns, Japanese investors no longer need to chase U.S. or European assets for income.

So they start selling:

● U.S. Treasuries
● European government bonds
● Asian equities

That triggers:
A stronger yen, a weaker dollar, and a potential bond market quake across continents.

This isn’t a Japan problem anymore. It’s a global liquidity shift.

The “Yen Avalanche” Phenomenon

Historically, every time Japan tightens liquidity:

1998: Asian Financial Crisis deepened as yen surged

2008: Carry trade unwound, accelerating the global meltdown

2023–2025: Similar patterns re-emerging — quietly, but faster

Each time, gold and silver spiked right after.

Why?
Because when bonds burn and currencies wobble, investors run toward what can’t default — real money.

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