Views on Life & on Equity Investing

Wonder, Wealth & Abundance

Where the opportunity is

with 4 comments

I do not give a $hit whether the management of the business that I am owning is publicity seeking, needing media attention, promoting their shares, brothel visiting, married 5 times, had sex change operations and are LGBT. Ditto for my friends and fellow colleagues. In management and business of microcaps where I invest the thing I care about is:

A/ Genuine and NOT fraud numbers reported to exchanges.

B/ Business momentum stronger than the competition.

C/ Disinterest in issuing more shares and dilution.

D/ Skin in the game.

E/ Hard work being put in by management to grow the business.

It would be nice if the management was readymade imported from heaven though but you don’t get to choose.

I have been researching all the nano caps in India and I have only found two companies that may fail on one of the above counts. That is where the opportunity is in India and a lot of NBFCs at this time imo.

https://lifeandequities.wordpress.com/2018/05/31/mid-cap-🧢-to-nano-cap/

Akme Star Housing and SecUR are two of my nano cap holdings that are not as strict about equity dilution as I would like them to be and they will, as per my guess be potentially willing to issue more shares in the medium term.

With MRSS I found that the employee expense did not grow linearly as per revenues as most of the work is outsourced.

Tejnaksh is fairly priced.

Written by amitdipsite

June 11, 2018 at 8:13 pm

Posted in Uncategorized

4 Responses

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  1. Hi Amit,

    The competition in housing finance is intensifying day by day, is it possible for Akme star housing to grow at a good pace in future too, if yes how long can we hold if we buy tommarow. Kindly suggest.

    Thanks
    Shailesh

    Shailesh

    June 11, 2018 at 8:34 pm

    • Yes HFC competition is intensifying and like the fact that close to 100% investors in India think like that 🙂 Best regards, Amit

      amitdipsite

      June 11, 2018 at 8:39 pm

      • Thanks for reply Amit, is this company a gruh finance kind of company? Please share your thoughts..

        Shailesh

        June 11, 2018 at 8:42 pm

  2. Dear Amit,

    What are your views on your old pick RS software it had become a multibagger after your recommendation earlier, now again it has come down is it a good buy at current levels.

    Thanks
    Shailesh

    Shailesh

    June 12, 2018 at 5:49 am


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