Things are learnt about the business – There is customer stickiness – Once customer buys in from generic pharma stores, they always come back because of they see themselves there is huge cost saving. Government generic stores don’t have proper supply chain establish – you can’t find all the medicines all the time, Thats the […]Read more "Zota Healthcare Part II"
ZOTA HEALTHCARE / DAVA INDIA. ZOTA Healthcare a couple of years ago pivoted to Franchise based generic pharmacy chain business called Dava India in 2017. Zota Health Care Limited (the “Company”) a Gujarat based pharmaceutical company has started “DAVAINDIA” a retail generic pharmacy chain back in the year 2O17 with the aim to provide affordable […]Read more "ZOTA HEALTHCARE / DAVA INDIA"
How worthless is Dollar ? In this blog, I am going through the decline of GBP (sterling) and trying to gauge where the dollar is today in its own cycle. Imagine around 1815, at the end of the Napoleonic Wars, when British government debt reached a peak of £1 billion (that was more than 200% […]Read more "How worthless is Dollar"
My Thoughts On “IEX – Market Coupling” There are lots of theories going around market coupling mentioned in the new CERC draft will take away IEX competitive advantage and other exchanges will be able to take some volume away from IEX by offering lower fee or free trade etc ( which they have not […]Read more "My Thoughts On “IEX Market Coupling”"
The Changing World Order Introduction – https://www.linkedin.com/pulse/changing-world-order-ray-dalio-1f/ Chapter 1: The Big Picture in a Tiny Nutshell https://www.linkedin.com/pulse/chapter-1-big-picture-tiny-nutshell-ray-dalio/ Chapter 2: Money, Credit, Debt and Economic Activity https://www.linkedin.com/pulse/money-credit-debt-ray-dalio/ Chapter 3: The Changing Value of Money https://www.linkedin.com/pulse/changing-value-money-ray-dalio/ Chapter 4: The Big Cycles Over The Last 500 Years https://www.linkedin.com/pulse/big-cycles-over-last-500-years-ray-dalio/ The Mechanics of the War Economy https://www.linkedin.com/pulse/mechanics-war-economy-ray-dalio/Read more "Ray Dalio – Changing World Order."
What’s going on in SME Exchanges? Download: Buffett and Munger Audio encyclopedia. BuffettoMungology App Android – BuffettoMungology_Android BuffettoMungology App IOS – BuffettoMungolog_IOS Often in the times of extreme panic & euphoria markets tends to paint everything with same brush and i have been looking for the business of primarily of two categories Stronger Businesses became […]Read more "Mac Power CNC Ltd"
YASH PAKKA LTD. Download: Below app to listen to key investing concepts, free audiobooks and much more. BuffettoMungology App Android – BuffettoMungology_Android BuffettoMungology App IOS – BuffettoMungology_IOS First amazing (perhaps the only) thing about this company is its re-invented by its new second-generation promotor with new vision and purpose (but still it’s an ordinary commodity […]Read more "YASH PAKKA LTD"
For beginners, I would highly recommend starting with a little bit of money to get the taste of the markets first – You will not get the essence of the books if you have no experience of the market. Once you have started and lost money ( fortunately) or made money (unfortunately) due to […]Read more "The best investment books for beginners?"
“In markets, something works until everyone starts doing it” The reason why stock markets coined as losers game specifically for fund managers because they were the ones who were the market, The markets in itself are nothing, on given day markets, just react the collective agreement between the market participants. So, […]Read more "Is Indexing becoming a loser’s game or not yet?"
Note to self. If you think about it, you don’t require a huge amount of data to teach machines to buy low and sell high but Humans will always find it difficult to practice. If at all humans wants to buy low, they want it to be absolute low, that means by definition its something […]Read more "It’s simple but it’s not easy."