The Rich Shoe shiner :

Every morning, the CEO of a major bank in Manhattan went to the corner where a shoeshine man was always there.

He used to sit on the chair, read the Wall Street Journal and the shoeshine man gave his shoes a shiny, great look.

1/n One morning, the shoeshine man asks the CEO What do you think of the stock market situation ?

The CEO arrogantly asks him "Why are you so interested in this subject ?

The shoeshine man replies ....

2/n

A case study on Market Timing

We have maintained that a disciplined investors would do much better than someone who is trying to time the markets. So, we did a case study on the past 32 years of markets data to validate our stance though data. Let's see how did it go.

1/n Consider 3 investors

Mr Disciplined – who invests on first day of every month
Mr Lucky – one who tries to time the market & has been so lucky to pick bottom of every month
Mr Unlucky – one who tries to time market but is so unlucky that he invests at the top of every month

2/n

National Logistics Policy
 
*Key highlights*
👉 Aim to reduce logistics cost from 13-14 percent to single-digit as soon as possible
👉 Schemes like Sagarmala, Bharatmala, Dedicated Freight Corridors would improve logistics connectivity drastically.

1/n The total capacity of Indian ports has increased significantly & average turn-around time of container vessels has come down from 44 to 26 hrs

Initiatives like paperless EXIM trade process through e-sanchit, faceless assessment for customs, provisions for e-way bills, FASTag
2/n

Power of Investing

Interesting history of Adani Enterprises

1995 September

IPO in name of ADANI EXPORTS LTD. PRICE OF
RS. 150 WITH FV RS. 10
100 Shares Allotted. As an example..

1996...

Bonus.. 1:1.
( 100 = 200)

1/4 Year 1999

Bonus.. 1:1.
(200 = 400).
(At that time, shares all time high was 848)

Year 2004.

Split into RS. 1 from RS. 10 F.V.

(Meaning 400 = 4000.)..

Year 2009..

Bonus 1:1.
(4000 = 8000).

2/4

I attended a Party, recently, with a gathering of about 300 people and sat in the front row.

A Lady started distributing snacks from the back row and unfortunately, it didn't get to us sitting in the *front row.

Another Lady started handing out Drinks, from the front row.
1/n But, by then, I had already moved to the *Back row.* and, so, the drink didn't get to me.

I was irritated and stood up to leave.

But, then, I saw three ladies each with A Big Bowl of vegetable Manchurian dry. This time, I tried to be Wise by sitting in the Middle row.

2/n

Hack of finding good stock cheap in early stage :
1.FII/DII/PMS/Advisory/brokerage house don't track SME stocks not because they are not GOOD but it don't fit in their capital allocation model of company having MCap of more than XX Cr
2.More than 95% SME listed Companies are SCAM Trick it to find companies from balance 5% bracket.
Check companies which are migrated to main board after 2 yrs listing on SME board & must have atleast 3 half yearly results declared and one can see their performance after listing as most companies decorate BS & PL before IPO

Little known facts about #PI Industry and Agrochemical Industry :
PI Industry was founded by Brother of Late Ashok Singhal who was international president of organisation Vishva Hindu Parishad for over 20 years and in charge of the Ayodhya Ram Janmabhoomi movement.

1/n Present Chairman of PI industry ,Mr Salil Singhal was invited to the Bhumi Pujan on 5 August at Ayodhya.Salil Singhal, his wife Madhu Singhal and son Mayank Singhal were present at the Bhumi Pujan event at Ayodhya only couple at the Bhumi Pujan platform with Modi

2/n

Kubler Ross Model : Corona & Equity Market

People feared when country's corona count was 100. But now, there is no fear when it is over 170,000.

The answer lies in the psychological view of man. There is a philosophy called the "Kubler Ross Model".

1/5 That is, when a human goes through any tragedy, natural disaster, accident, they pass through 5 stages. They are--

1.Denial
2.Anger
3.Bargain
4.Depression
5.Acceptance

2/5

UPL, Rallis, Coromandel, Atul could be under pressure owing to this draft notification

In an unexpected move, the govt has issued gazette notification of a draft order banning 27 pesticides and has given 45 days for the industry and companies to come back with any objection
1/4 or suggestion which will be considered by the government. The draft order prohibits import, manufacture, sale, transport, distribute and use insecticides. The Registration Committee shall call back the certificate of registration granted for the insecticides as specified

2/4

Deepak Parekh’s ( HDFC Chairman) adressed around 8500 construction/ Real estate player on Webinar zoom on line system. All the big names from the industry were present.

Current Scenario – Business Analysis by Deepak parekh was as under.
He advised all Developers : -

1/n 1. To Conserve, Cash at all Costs, you will need it for unforeseen circumstances, including another lock down

2. Make Team A & B. Team A studies prepares current response, and Team B works on situation after two years.

2/n

Few lessons learnt in past few days:-
1. Majority of people can work from home.
2. We and our kids can survive without junk food.
3. Prisoners in jails for petty crimes can be released.
4. We can build hospitals within days
5. We can spend Billions of Rs on poor without red tape 6. We can survive vacations without trips to Europe and USA.
7. Developed nations are as vulnerable as any poor nation. In fact more vulnerable i believe.
8. Our family system is still intact.
9. Schools are over burdening our kids with bullshits.

Food for thought ( Government Employee)

Who is bringing Indians from outside : -
IAF & much maligned Air India.
Who is checking people at Arrival : govt servants
Who is manning isolation centers : Defense services & govt health workers and government hospitals

1/3 Who is working day and night even when Gods have shut their places : govt doctors and health workers.

Where is the Private Sector ?
The darling of masses otherwise.
Has any big corporate come forward to pitch in.
Has any pvt airline volunteered.

2/3

Experiences of veteran Investor of previous market crashes of 1992/2000/2008
1. Though it may seem impossible, markets do make a bottom somewhere
2. Some stocks will go to the dogs or get de-listed. Not all will survive but you can pick future stars for a penny to the dollar
1/4 3.The next bull cycle ,whenever,it comes will be lead by totally new sector/group of stocks. The market leaders of this run with astronomical valuations take on a average of 10-12 yrs to go back to those same prices
4 Do not try to buy beaten down stocks at one go/fell 2 much
2/

list of 30 mind-blowing movies for stock market enthusiasts to watch on this Sunday over "janata curfew".

1. Trading Places (1983) -- Stock Trading Movie

2. Billion Dollar Day (1985) - Documentary

3. Wall Street (1987) -- Stock Market Fiction

4. Glengarry Glen Ross (1992) 5. Barbarians at the Gate (1993) -- True Story

6. Rogue Trader (1999) – Stock Trading Movie -- True Story

7. Boiler Room (2000) – Stock Market Fiction

8. The Corporation (2003) -- Finance Documentary

9. Enron: The Smartest Guys in the Room (2005)

The market’s crazy. Get excited

Have you ever tried to stay calm on a roller coaster? It’s just not possible. Your heart rate isn’t going to slow down while you’re hurtling along the track, upside-down, 100 feet above the ground.
1/n The same is true when you’re watching your life’s savings evaporate while seemingly rational people talk about chaos, panic, and plague. It’s normal to feel anxiety.

As investors, we’re constantly told to remain calm during market turbulence.
2/n

fundamental of stock market investing—don’t let emotions drive your investment decisions.

Panic-selling when the markets tank or pumping money when the markets soar are both instances of emotions ruling over investment fundamentals. If you sell when the markets go down, you lose out on the opportunity of buying cheap.

Similarly, greed drives you to buy more when market rise but that’s a costly mistake as you buy expensive.

#SundayMotivation
The Japanese have a great liking for fresh fish
But waters close to Japan have not held many fish for decades.
So to feed th Japanese population, fishing boats got bigger & went farther than ever
The farther fishermen went,the longer it took to bring back fish The longer it took them to bring back the fish, the stale they grew.

The fish were not fresh and the Japanese did not like the taste.

To solve this problem, fishing companies installed the freezers on their boats.

Companies that r in higher tax bracket & would benefit from slashing of tax rates
Most of the Bank stocks are in higher tax % & will see improvement in EPS
Below: -
HDFC Bank 35%
ICICI Bank 32%
Kotak Bank 35%
Axis Bank 34%
IndusInd Bank 34%
Federal Bank 35%
YES Bank 35%.
1/n In Infra names are NCC(34%), HG Infra (34%), Sadbhav Eng (34%), JKIL (34%), ITCE (34%), Capacite (34%),etc.

In Auto names are Eicher Motors (35%), Hero Motor (32%)

In Oil and Gas, HPCL (34.6%) it also in news due to disinvestment and a gud buy ONGC 34.8% and GAIL 35%.

2/n

7 short stories touching :
LOOKING BACK
I interviewed my grandmother for part of a research paper I’m working on for my Psychology class. When I asked her to define success in her own words, she said, “Success is when you look back at your life and the memories make you smile." LOVE CONQUERS PAIN

After I watched my dog get run over by a car, I sat on the side of the road holding him and crying. And just before he died, he licked the tears off my face.