Views on Life & on Equity Investing

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Should you be investing in equities ?

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Should I Invest directly

Written by amitdipsite

March 24, 2017 at 4:48 am

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A hologram of organism lost in a hologram of Universe in a hologram squared

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Physical body is a projection, Mind is a projection, Thoughts are a projection, that is all we know and feel about ‘mostly’, most of us anyway. They are real things for the time, because they can be experienced, just as a wave is real on the ocean, but only projected out from the source.

Physical planets, stars, space-time i.e. physically manifest universe is also a projection. We do not know the projecting apparatus or source. But directly or indirectly, we are in the search for the source by increasing our knowledge, knowing or running after happiness even if they are poisoned honey.

Further to my previous post about matrices: https://lifeandequities.wordpress.com/2017/03/16/matrices-hypothesis/ the Vedas of India are quite clear about 6 types of consciousness that are lost in delusion / Maya, and the other 2 that aren’t. Three of the six at dot points, and the other three in the entirety of manifestation for those dimensions.

Maya is the cosmic delusion, the scenery concocted by God’s will. There are three type of cosmic consciousness, hiranyagarbha, ishvar and birat, (in Causal, Astral and Physical Universe) and three types of individual consciousness, praajna, taijas and jiva (Causal, Astral and Physical beings). Human’s mortal consciousness inhabits as jiva. If all inputs were provided to jiva from smallest particles of matter, atom, molecules, all internal workings of organs, cells, tissues and all external inputs the brain of jiva would simply not be able to cope with this information. The brain thus is able to process only a limited amount of information. Our field of vision (all five senses) is limited by our processing ability, thus we constantly live in ignorance at all times, throughout our life.

Consciousness Example Manifestation
 Jiva Consciousness in Human, Ant, Monkey, Whale, Bacteria.  Physical
 Taijas  Consciousness in Angels, Diemboweled souls, Ghost, all physical beings have ‘potential’ to become part time aware in this state after death etc.  Astral
 Prajna  Consciousness in Demi Gods, Brahma etc.  Causal
 Birat  Consciousnes in entire physical manifest creation Physical
 Ishvar Consciousness in entire physical astral creation  Astral
 Hiranyagarbha  Consciousness in entire causal creation  Causal

Its hard to imagine that a first 3D matrix is projecting out of yet another second 3D matrix which is projecting out be-cause of another third 3D matrix, in which we live, not knowing let alone the source of the original martix but even the previous 3D matrix.

Now, we can only think in terms of 4 dimensions (although we can feel in more!), therefore the 3D matrix of space-time analogy, but the dimensions in previous matrix are more than 4. The good part is the we are already commingled with all the layers, all the time but the awareness is only dominantly aware of one of the six delusional states.

Currently we are stuck at the Jiva consciousness state, most of our waking state. But the evolution is very dynamic and some centers in the body can be activated with concentrated effort and desire that can enable one to get glimpses of more than mere corporeal nature of one’s existence. If you’re waiting for physical death to provide you the answers on the platter to the meaning of life, then your bet is likely having wrong odds.

Written by amitdipsite

March 23, 2017 at 9:25 pm

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When it doesn’t work

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When an investor fails to earn money by investing in stocks, then the pocket money for kids is reduced, mood is despondent, expenditure is curtailed and investing acronyms change their meaning 🙂

DCF becomes Does Cash Flow in ?

TTM becomes Train To Misery

CAGR becomes Cahan A Gaye Roger ?

PE becomes Painful Experience

EPS becomes Every Person Sucks

PAT becomes Pareshaan Atma needing Tantrik

Written by amitdipsite

March 23, 2017 at 4:35 am

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Game of numbers

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Number of investors: Billions

Number of Funds: 10s of thousands

Number of Portfolio Managers: 10s of thousands

Number of Investment Analysts: 10s of thousands

Number of Investment Newsletters: 1000s

Number of Books on investing: 1000s

Great books: 100s

Articles written on investing per annum: Millions

Tweets on Investing per annum: Billions

Listed companies that delivered above 22% CAGR of ROCE, ROE, Revenues and PAT in the preceding 5 years? = less than 100 (globally)

Written by amitdipsite

March 21, 2017 at 10:09 pm

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Assets

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Someone: You don’t have any assets

Me: What do you mean, I have been buying equity shares ?

Someone:  Yes but they are computer blips, not like a house that you can call an asset.

Me: Oh, you mean that its not hard tangible asset but liquid, very volatile and fluctuating

Someone: Yes

Me: But can the hard assets grow in value faster than what people earn ? In pockets they can, in time dimension in a geography they can, but not as an aggregate. Companies must grow faster, than the salary they can pay people, which must grow faster than rise in house prices. But there are pockets, geographies and times, as long as 20 years when the above logic does not hold, but in the long run it must. In the long run people cannot pay more mortgage, than they can earn, which has to be less than a what a great company earns. Since ability to pay determines house prices, it must follow that top 100 companies in a country must outperform rise in house prices.

That does not hold sometimes. Buying a house in New Delhi was such a cinch, 8000 Rs house is now worth 10 crores in 40 years. That is a 10,000 Bagger. With stock selection, its harder to keep the money and grow it.

Me: I bought NESCO Ltd and ELNET Ltd. computer blips on the screen, does that count as assets 🙂

I feel that most of the assets are bid up, like an apartment in Melbourne, Sydney is nearly 1 Million $, the expectation is for it to continue to go up. Urbanisation is continuing to increase. Not sure what the outcome will be but I believe in companies, not in houses, apartments or gold. One thing that can go wrong with houses is new way of travel, or a super light graphene or another technology battery that can power a house for a month in remote area, so not need to be connected to the electricity grid. That will impact house prices more in less densely populated countries like US, Africa, and not so much with Europe, India, Japan etc.  To some extent I also like productive land for growing livestock and food. There is plenty of land and space in our galaxy, missing the gravitational engine propulsion system. So, find this whole land deal between India-Pak, Middle East pretty silly and constrained thinking.

Meanwhile choose carefully, don’t get your ass-ets kicked.

Disclosure: Invested in companies mentioned. Views are personal notions and do not represent any organisation or company. Investment in stock market can (and many a times do) result in loss of principal capital.

http://www.elevendimension-funds.com

Written by amitdipsite

March 21, 2017 at 4:43 am

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Funny quotes

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If you can smile when your investments go wrong, then either you have your investment advisor or your fund manager in mind to blame.

I don’t find it hard to meet expenses. They’re everywhere.

Artificial intelligence is no match for natural stupidity.

I won $2 million on the lottery this weekend so I decided to donate a quarter of it to charity. Now I have $1,999,999.75.

You take away the looks, money, intelligence, charm and success and, really, there’s no real difference between me and Tom Cruise.

I will have enough money for the rest of my life. Of course, if I don’t buy and eat anything.

If I had a dollar for every time I had an existential crisis it wouldn’t matter because currency is a social construct and life is meaningless.

You can’t buy love, but you pay heavily for trying.

The same people who laugh at gypsy fortune tellers take economists seriously.

Love is an ocean of emotions entirely surrounded by expenses.

I have all the money I’ll ever need – if I die by 4:00 p.m. today.

Twitter is my ‘serious’ account. My Bank account is the ‘joke’ one.

Uber lost over a billion dollars in the last six months so they’re asking their drivers to check between the seat cushions.

I need a hug(e amount of money).

 

 

 

Written by amitdipsite

March 20, 2017 at 11:43 pm

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BSE announcement

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Written by amitdipsite

March 17, 2017 at 8:43 am

Posted in Uncategorized