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Battery Tech, Graphene & Autonomous Cars

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Its hard to predict who the winner will be in the battery tech because a lot of research is underway. Interested in this since most of the profits in Solar and Electric Vehicles are likely to flow through to the battery company.

Graphene is definitely a possible winner on the list of technologies for battery storage.

Fully autonomous cars

BRK portfolio has GM, not without a reason. Its #2 after Ford that is likely to (according to the experts)  beat the brains out of Tesla, Apple, Google in the race of fully autonomous cars.




Written by amitdipsite

May 20, 2017 at 10:48 am

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Vivekananda – Greatest men 

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The only way to get beyond death is to give up the love of life. Life and death are the same thing, looked at from different points. So the idea of happiness without misery, or of life without death, is very good for school-boys and children; but the thinker sees that it is all a contradiction in terms and gives up both. Seek no praise, no reward, for anything you do. No sooner do we perform a good action than we begin to desire credit for it. No sooner do we give money to some charity than we want to see our names blazoned in the papers. Misery must come as the result of such desires. The greatest men in the world have passed away unknown. The Buddhas and the Christs that we know are but second-rate heroes in comparison with the greatest men of whom the world knows nothing. Hundreds of these unknown heroes have lived in every country working silently. Silently they live and silently they pass away; and in time their thoughts find expression in Buddhas or Christs, and it is these latter that become known to us. The highest men do not seek to get any name or fame from their knowledge. They leave their ideas to the world; they put forth no claims for themselves and establish no schools or systems in their name. Their whole nature shrinks from such a thing. They are the pure Sâttvikas, who can never make any stir, but only melt down in love. I have seen one such Yogi who lives in a cave in India. He is one of the most wonderful men I have ever seen. He has so completely lost the sense of his own individuality that we may say that the man in him is completely gone, leaving behind only the all comprehending sense of the divine. If an animal bites one of his arms, he is ready to give it his other arm also, and say that it is the Lord’s will. Everything that comes to him is from the Lord. He does not show himself to men, and yet he is a magazine of love and of true and sweet ideas.

Written by amitdipsite

May 20, 2017 at 3:23 am

Posted in Uncategorized

Being eaten alive (lessons from Africa and the US)

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There are two areas of investing that will hand your head over to you on a platter as an investor. (read 90% loss of principal)

#1 US small caps. These are by far the worst small caps. You may find 1 in 500 that sustain-ably grows over a 5 year period, they rise mostly on one-offs and fall back in a year, two or three. So USA is the worst of all markets for small caps. I don’t have rich data but I have scanned enough of the market dozens of times to know that value is not visible in clean sight, or very deeply hidden. Even then its not easy to find sustainable stories. If you are not in on the story at the very beginning you will lose your shirt.

#2 African market. If you are a value investor with bottoms up only tool kits, you will also be eaten alive like by these cannibals proverbially. Imagine you were convinced a company has 90% market share, used by middle class, no close competitor, honest and ethical management, alignment with minority interest, good dividend payouts, good IP and brand name, better still its in the need based FMCG sector at decent valuations? What could go wrong? None whatsoever for a European, UK, US, Australian or Indian investor. While cannibalism is not commonly practiced in the world, its pretty much same or worse, its like being eaten alive without being roasted or fried.


Look how the investors got eaten alive in Africa in those poweful FMCG multinational brands (lost 95% wealth in terms of USD) (including Nigerian Naira depreciation)





What did you miss ? Nothing Buffett told you about. Oil price, that’s what you missed. If you are not a MACRO aware investor in Africa, you will be eaten alive.


In the present time as we talk in 2017, Indian fintech valuations (in the PE space) are likely stratopheric.  A company you may not have heard of few years back, PayTM type of companies are valued at 10 billion USD.

While mobile money wallet has been extremely successful in some countries like Kenya (M-PESA) it has flopped in other countries, why? The level of banking penetration is a big factor. Vodacom, a telco operator has recently shut down its mobile money operation after hemorrhage in 2016, the Telco launch its service in 2010 in South Africa with an ambitious target to reach 10 million users, but guess how many subscribers it managed ? 76,000 in 2015. Contrast this will millions in Kenya (10-15 million), a country of roughly same population.

Disclosure: Vested interest 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.


Written by amitdipsite

May 19, 2017 at 8:47 pm

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Old cycle or old Car?

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Regularly see an old car Toyota, Honda, Ford for 2000 $. Could not stop noticing a bunch of used cycles  selling for 6750 $.

So, 3 cars or 1 used cycle?
I think today I will just take a walk by foot in the free sun and free wind by the harbour.

Written by amitdipsite

May 19, 2017 at 4:02 am

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India / China – Uncomparable economically

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Other than the population, these countries are not comparable as at 2017.

China has ~100 companies in the fortune 500 list, with US being the only country with more in the fortune 500 list. India has ~7 companies.

None of the Indian companies comes close to Chinese top 20 companies in terms of revenues.

Below is a three year old list of the biggest Chinese companies by revenues.


Below is the example of failure of India’s democratic system to alleviate poverty.



Written by amitdipsite

May 18, 2017 at 10:13 am

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Dis-ease and healing – Yogananda

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There are three kinds of illness: physical, mental, and spiritual.


Physical sickness is due to different forms of toxic conditions, infectious disease, and accidents.


Mental sickness is caused by fear, worry, anger, and other emotional inharmonies.


Soul sickness is due to man’s ignorance of his true relationship with God.


Ignorance is the supreme disease. When one banishes ignorance he also banishes the causes of all physical, mental, and spiritual disease. “Wisdom is the greatest cleanser.”


Trying to overcome various kinds of suffering by the limited power of material curative methods is often disappointing. Only in the unlimited power of spiritual methods may man find a permanent cure for the “dis-ease” of body, mind, and soul. That boundless power of healing is to be sought in God. If you have suffered mentally over the loss of loved ones, you can find them again in God. All things are possible with His help. Unless one really knows God, he is not justified in saying that only mind exists and that one does not need to obey health laws or to use any physical aids for healing. Until actual realization is attained, one should use his common sense in all he does. At the same time one should never doubt God, but should constantly affirm his faith in God’s omnipresent divine power.


Doctors try to learn the causes of disease and to remove those causes so that the illnesses do not recur. In their use of many specific material methods of cure, doctors are often very skillful. However, not every disease responds to medicine and surgery, and therein lies the essential limitation of these methods.


Chemicals and medicines affect only the outer physical composition of the bodily cells and do not alter the inner atomic structure or life principle of the cells. In many cases no cure of disease is possible until the healing power of God has corrected, from within, the imbalance of “lifetrons” or intelligent life energy in the body.


Increase Your Natural Resistance to Disease


Fasting is a natural method of healing. When animals or savages are sick, they fast. The bodily machinery thus has an opportunity to cleanse itself and to obtain a much-needed rest. Most diseases can be cured by judicious fasting. Unless one has a weak heart, regular short fasts have been recommended by the yogis as an excellent health measure. Another good method of physical healing is through suitable herbs or herb extracts.


In using medicines, one often finds that they are not powerful enough to bring about a healing, or that they are so powerful that they irritate the bodily tissues instead of healing them. Similarly, exposure to certain types of “healing rays” will burn the tissues. There are so many limitations in physical methods of healing!


Better than medicines are the rays of the sun. In them is a wonderful healing power. One should take a ten-minute sunbath every day. Ten minutes a day is better than only occasional exposure for longer periods. A short sunbath daily, reinforced by good health habits, will keep the body supplied with sufficient life energy to destroy all harmful microbes.*


Healthy persons possess a natural resistance to disease, and particularly to infections. Illness comes when the resisting power of the blood has been diminished by wrong eating or by overeating, or when overindulgence in sex has depleted the vital energy. To conserve the physical creative energy is to supply all the cells with vibrant life energy; the body then possesses a tremendous resistance to disease. Sexual overindulgence weakens the body and renders it vulnerable to illness.


[*NOTE: It is wise to restrict sunbathing to the early and late hours of the day. Precautions should always be taken to protect sensitive skin against overexposure. Consult and follow the advice of a doctor or a dermatologist.]


The Power of a Smile


Conserve the vital energy, follow a balanced diet, and always smile and be happy. He who finds joy within himself discovers that his body is charged with electric current, life energy, not from food but from God. If you feel that you can’t smile, stand before a mirror and with your fingers pull your mouth into a smile. It is that important!


The healing methods I have touched on briefly in connection with food and the cleansing of the body by herbs or fasting are limited in their effectiveness; but when one is joyful within, he invites the help of the inexhaustible power of God. I mean a sincere joyfulness, not that which you feign outwardly but do not feel within. When your joy is sincere you are a smile-millionaire. A genuine smile distributes the cosmic current, prana, to every body cell. The happy man is less subject to disease, for happiness actually attracts into the body a greater supply of the universal life energy.


There are many things to talk about on this subject of healing. The main idea is that we should depend more on mind power, which is illimitable. The rules for guarding against disease should be: self-control, exercise, proper eating, drinking plenty of fruit juices, occasional fasting, and smiling all the time from within. Those smiles come from meditation. You will find then the eternal power of God. When you are in ecstasy with Him you consciously bring His healing presence into your body.


Mind power carries with it the unfailing energy of God; that is the power you want in your body. And there is a way to bring in that power. The way is communion with God by meditation. When your communion with Him is perfect, the healing is permanent.


Divine Healing


The Supreme Power may be invoked by continuous faith and unceasing prayer. You should eat rightly and do whatever else is necessary for the body, but continuously pray to Him: “Lord, Thou canst heal me because Thou dost control the life atoms and subtle conditions of the body that doctors cannot reach with medicines.” The external factors of medicines and fasting have a certain beneficial effect on the physical body, but they do not affect the inner force that sustains the cells. It is only when you go to God and receive His healing power that the life energy is directed into the atoms of the bodily cells and produces instantaneous healing. Wouldn’t you rather depend more on God?


But the attempt to change one’s dependence from physical to spiritual methods should be gradual. If a man accustomed to overeating falls sick and, with the intention of trying to achieve a mental healing, abruptly starts fasting, he may be discouraged if success is not forthcoming. It takes time to change one’s way of thinking from dependence on food to dependence on mind. To be responsive to the healing power of God, the mind must be trained to believe in divine aid.


Out of that Great Power all atomic energy is throbbing, manifesting and sustaining every cell of the physical universe. As moving pictures are sustained by a beam of light coming from the projection booth of a movie house, so are all of us sustained by the Cosmic Beam, the Divine Light pouring from the projection booth of Eternity. When you look to, and find that Beam, you will behold Its unlimited power to rebuild the atoms and electrons and lifetrons in all body cells that may be “out of order.” Commune with the Great Healer!


I am the Changeless, I am the Infinite. I am not a little mortal being with bones to break, a body that will perish. I am the deathless, changeless Infinite.

Dr. Joel Fuhrman has written an impressive book on healing chronic diseases by Fasting.

Robert McFarren has also written a book on reversing Arthritis by diet plans

Dr Terry Wahls has a book and practice on controlling progression of Multiple Sclerosis with diet and Wahls protocol

I’ve read all of them and found them quite insightful.


Written by amitdipsite

May 17, 2017 at 11:40 pm

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Think a little

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When was the last time you sat for an hour of pure, unadulterated thinking? If you’re like most people, it’s been a while. Is this simply a function of our high-speed era? Perhaps not. The absurdly talented George Bernard Shaw—a world-class writer and a founder of the London School of Economics—noted this thought deficit many years ago. “Few people think more than two or three times a year,” Shaw reportedly said. “I have made an international reputation for myself by thinking once or twice a week.

Bang on, Yogananda said, “read an hour, think many hours, meditate all the time”.

Most people are self proclaimed “self definitions” of what they are, and what they can do disregarding their innate infinity. While its true that most us can not be Olympic gymnasts, but we can excel at something in a world class manner.

What’s equally amazing is that Yogananda (besides many others of his type regardless of religious denomination) had not read a single book in 20 years yet he was able to answer all the intricate doubts that doctors had with the latest research in medicine. He equally could show his physical prowess, by pushing 6 hefty over six feet tall cops single handedly match on the stage on the other side of the barrier. Seems like he touched upon something that we all have an access to which the Vedas label as ‘ knowing which nothing else remains to be known’. Spirituality to me also means besides kindness, a mighty power. As Yukteswarji said, ‘ True spiritual progress gives rise to the keenest intellect’. He adds, ‘A person liked by God is one who is softer than the flower where kindness is concerned and stronger than the thunder where the principles are at stake’.
Be Infinite

Written by amitdipsite

May 17, 2017 at 9:21 pm

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