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Overcoming Envy

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There may be other kindergarten versions out there but this is for grown ups / men. https://en.m.wikipedia.org/wiki/Mudita

The scientific basis is that one day you will be in the state of expanded consciousness experiencing and entertaining via all bodies, so all bodies you are experiencing through must have 10x the success they have now or so you will wish at the time, so might as well make that correction while steeped in delusive ignorance. 

Written by amitdipsite

May 15, 2018 at 7:13 pm

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Amazon knocked out to 5th spot in France

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May 15, 2018 at 6:01 am

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Xilam

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Superb growth again

https://www.businesswire.com/news/home/20180514006096/en/Spectacular-increase-YouTube-views-76-revenues-126

The growth of the audience (number of views) garnered by Xilam’s (Paris:XIL) programmes on YouTube has been accelerating over recent months.

While the number of views rose 21% in 2017, Xilam has seen an impressive 79% increase in the number of views between November 2017 and April 2018, in comparison to the same period last year. Based on this trend, Xilam’s programmes, which were viewed 2.6 billion times on YouTube in 2017, are expected to garner close to 4 billion views in 2018.

Even more remarkably, revenues over this same six-month period increased 126%. This differential can be explained by a substantial improvement in the monetisation factors.

I wrote here that I was 20 bags too late in Xilam https://lifeandequities.wordpress.com/2018/01/16/buy-after-20x-in-a-year/

 

Written by amitdipsite

May 15, 2018 at 5:39 am

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Conversations with a Master – 2

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Written by amitdipsite

May 12, 2018 at 8:18 pm

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How companies deceive 

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There is a nice book “How to lie with Statistics’ which should be a compulsory reading for the investors. 

https://en.m.wikipedia.org/wiki/How_to_Lie_with_Statistics
See how Intellect Design Arena – India, investor presentation for Q4 2018 does NOT mention % growth of revenues and profits – what matters. But starts the scale at 500 to make it look attractive – what is deceiving. The growth looks 6 times if comparing the height of individual line as per System 1 as opposed to less than double as per System 2. So, are you ready to tax your brain on every PPT page or simply give a pass to deceiving companies?
Many times companies invent a non-GAAP metric to talk about. I can always find a losing company one of the metrics of which was stupendously impressive even if insignificant in the bigger scheme of things. 

https://www.intellectdesign.com/investor/presentations/2018-Jan-Q4-FY-18-Investor-Deck.pdf

Written by amitdipsite

May 10, 2018 at 6:43 pm

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SOPHEON UK 🇬🇧 

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I wrote about it here 4 months back at 5 GBP. Now it’s 10 GBP.

https://lifeandequities.wordpress.com/?s=SOPHEON+&submit=Search

This is still a very rare and as high class a company as Salesforce or SAP but at a small scale. MCAP is still 100 million GBP.

When I bought it it was a 5 baggers in the previous 18 months from 60 cents to 2.7 GBP. Now it’s 4x my buy price.

Sadly I could not buy for a couple of clients on the Interactive  Broker IBKR platform as it’s not available on it but own it for the Fund.
No wonder my blood tests were all in green two days back in the Annual health check.

Written by amitdipsite

May 9, 2018 at 7:46 pm

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Second coming

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I have not read as inspiring and clear a book on the Unity between Hinduism and Christianity, unprecedented masterpiece indeed.

https://www.amazon.com/Second-Coming-Christ-Resurrection-Within/dp/0876125577 

How amazing to light a fire that does not extinguish.

Written by amitdipsite

May 7, 2018 at 5:57 am

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