Zota Healthcare Part II

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 […]

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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 […]


How worthless is Dollar

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% […]

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Ray Dalio – Changing World Order.

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/  

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Mac Power CNC Ltd

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 […]

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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 […]

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