Views on Life & on Equity Investing

Wonder, Wealth & Abundance

Something to ponder over

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Our body is a five pointed star fractal, hands, feet have five fingers, body is also in the shape of five pointed star, if you stretch the limbs out, the Yogis/Sufi saints also see a five pointed star in the middle of eyebrows upon reversing life force inwards consciously.

Most of us do not accept that matter is unreal but the modern physics actually does now, at least we do not appear to behave and our live our life that way. We do chase a mansion/buggatti as if it is real and that we can hang a coat on.

Our life is also a fractal, we die a small death at night.

Our life is also level of a dream, none of us can remember with precision what we were thinking say 3 days back at 4pm and 6pm.

Humans occupy less than 0.00000000000000000000000000000000000000000000000000000001% or less of Solar system. Solar system is 0.000000000000000000000000000000000000000000000000001% of Milky way. Milky way  is less than 0.000000000000000000000000000000000000000000000001% or less than “visible” Universe, going by that logic the being the only species in the visible Universe is tremendous waste of space.

The eye cannot see the eye or itself but can only infer its existence by the fact that we have sight, therefore it exists.

Knowledge is like a big thorn used to take out small thorn (ignorance), but we should not fall in love the thorn and discard both thorns.

Our very existence is a miracle, so celebrate it.

 

 

Written by amitdipsite

June 19, 2017 at 9:13 pm

Posted in Uncategorized

Truths from products/advertisements you may not see

with 2 comments

  1. Slimy companies selling coconut, peach, mango, natural etc. lotions / potions to women, obviously after spending millions on Ad dollars.

    While our creams are good, have you considered consuming more natural ingredients in your diet, which are even better than applying creams.

  2. Companies that sell fruit juice.

    Nature intended for humans and animal to eat the food in their whole form, you can consume juices rarely as a delicacy. However, if you are a diabetic, consume us as a way to die early. Our juice is mixed with sugar and water. When we say its 100% natural you should know what we mean, even Uranium is 100% natural.

  3. Companies that sell noodles/soups and claim they do not have MSG even now including Nestle.

    We circumvented MSG by writing ‘flavour enhancer’, Code 621, 635 637, ‘hydrolysed vegetable protein’ and other such derivatives which are as bad or worse than MSG.

  4. Companies that sell Perfume/Deodorant

    We do believe that perfume can mask offensive stench or create a positive olfactory ambience but have you considered cultivating positive inner qualities that attract people towards you and make you more likeable?

What I might have said was borderline, and too much to expect, but here are blatant examples of Ads for which the companies had to settle after lawsuits, in most cases several million in damages.

http://www.businessinsider.com/false-advertising-scandals-2016-3

 

Written by amitdipsite

June 11, 2017 at 12:28 am

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32 bagger in 2 years | MRSS India

with 13 comments

India is this incredible country where a dozen odd listed companies from amongst a few thousand create genuine wealth every year. MRSS got listed via an IPO in 2015 at 13 Rs, going from strength to strength, 32 fold up.

As I mentioned the software is eating everything and will continue to eat. The incremental cost of selling an additional piece of software is zero, think about the incremental cost of selling pizza, car, petrol, chair, tv, shoes, not so for the software. If you cannot identify software with product niches, then the next best alternative is to find the companies that are exploiting software in the application of business. MRSS is a classic case of the latter.

Investors of the future are less likely to make big gains if they don’t understand software and the industries of the future deeply. The game of candies, cola, underwear and stodgy old industries will continue to work but with increasingly less profitability. So, increasing the circle of competence warrants better results than solely staying inside it as a general guide.

The companies face irrelevance and obsolescence at an accelerating rate. Although food habits mean that companies like Mars / Britannia may take a full generation to become irrelevant.

MRSS

Disclosure: Invested

Written by amitdipsite

June 9, 2017 at 11:10 am

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Audioboom UK – Micro Cap

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UK is home to a number of very hot small caps growing above 20-30% with reasonable multiples.

I got interested in this sector (podcast) as this is the future, on demand access (not Radio, eg: ENIL India).

Audioboom is growing very rapidly 20% QoQ or 100% YoY and expected to cash flow break even in 12 months time.

The company has committed itself to growing in India and the US, in India it has partnered with EROS

https://www.google.co.nz/search?num=100&q=erosnow+audioboom

A detailed research report: http://allenbycapital.com/research/research-boom_2_3520002488.pdf

Company website: https://audioboom.com/

https://en.wikipedia.org/wiki/List_of_podcasting_companies

Market Cap of this company is 23 Million GBP. 188 Crores INR.

Giving it a pass for now as I prefer companies that are already drowning in cash or dividend paying. But I had to think a few times before giving it a pass given the super high growth rates and absence of debt.

Disclosure: No interest in the 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

June 8, 2017 at 11:57 pm

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VIAAN Industries

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Religious gurus in India are making toothpaste and cosmetics, that has turned out to be a great business.

Movie actors turn next? I have no interest or position in this listed business VIAAN Industries, named after son of Shilpa Shetty, they have grown massively in this year and the stock is on roll. She and her husband own over half of this company.

Would be interesting to see the denouement of this story. For me they are too diversified and un-focussed. But they could double from here given the momentum and hard story selling by the company.

http://www.bseindia.com/stock-share-price/viaan-industries-ltd/viaanindus/537524/

Disclosure: NO position or vested interest.

Written by amitdipsite

June 8, 2017 at 9:45 am

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Vivekananda, Religious == Experienced

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We often hear labels thrown around about what it is to be religious and the differences between that and being spiritual. Those satisfied with only theory, hair splitting distinction of armchair philosophy, scholarly wisdom, vocabulary of thesaurus, oblivious of being lopsidedly intellectually inclined, sympathetically add, as if religion is a poor cousin to physics, needing pity, that, perhaps religion has a beneficial effect on the society. It totally resonates with me what Vivekananda’s writes, verbatim below. Begging before God is not what the religion shit is about dude. Its about personal transformation from a mud stuck insect to cosmic butterfly, really.

All our knowledge is based upon experience. What we call inferential knowledge, in which we go from the less to the more general, or from the general to the particular, has experience as its basis. In what are called the exact sciences, people easily find the truth, because it appeals to the particular experiences of every human being. The scientist does not tell you to believe in anything, but he has certain results which come from his own experiences, and reasoning on them when he asks us to believe in his conclusions, he appeals to some universal experience of humanity. In every exact science there is a basis which is common to all humanity, so that we can at once see the truth or the fallacy of the conclusions drawn therefrom. Now, the question is: Has religion any such basis or not? I shall have to answer the question both in the affirmative and in the negative.

Religion, as it is generally taught all over the world, is said to be based upon faith and belief, and, in most cases, consists only of different sets of theories, and that is the reason why we find all religions quarrelling with one another. These theories, again, are based upon belief. One man says there is a great Being sitting above the clouds and governing the whole universe, and he asks me to believe that solely on the authority of his assertion. In the same way, I may have my own ideas, which I am asking others to believe, and if they ask a reason, I cannot give them any. This is why religion and metaphysical philosophy have a bad name nowadays. Every educated man seems to say, “Oh, these religions are only bundles of theories without any standard to judge them by, each man preaching his own pet ideas.” Nevertheless, there is a basis of universal belief in religion, governing all the different theories and all the varying ideas of different sects in different countries. Going to their basis we find that they also are based upon universal experiences.

In the first place, if you analyse all the various religions of the world, you will find that these are divided into two classes, those with a book and those without a book. Those with a book are the strongest, and have the largest number of followers. Those without books have mostly died out, and the few new ones have very small following. Yet, in all of them we find one consensus of opinion, that the truths they teach are the results of the experiences of particular persons. The Christian asks you to believe in his religion, to believe in Christ and to believe in him as the incarnation of God, to believe in a God, in a soul, and in a better state of that soul. If I ask him for reason, he says he believes in them. But if you go to the fountain-head of Christianity, you will find that it is based upon experience. Christ said he saw God; the disciples said they felt God; and so forth. Similarly, in Buddhism, it is Buddha’s experience. He experienced certain truths, saw them, came in contact with them, and preached them to the world. So with the Hindus. In their books the writers, who are called Rishis, or sages, declare they experienced certain truths, and these they preach. Thus it is clear that all the religions of the world have been built upon that one universal and adamantine foundation of all our knowledge — direct experience. The teachers all saw God; they all saw their own souls, they saw their future, they saw their eternity, and what they saw they preached. Only there is this difference that by most of these religions especially in modern times, a peculiar claim is made, namely, that these experiences are impossible at the present day; they were only possible with a few men, who were the first founders of the religions that subsequently bore their names. At the present time these experiences have become obsolete, and, therefore, we have now to take religion on belief. This I entirely deny. If there has been one experience in this world in any particular branch of knowledge, it absolutely follows that that experience has been possible millions of times before, and will be repeated eternally. Uniformity is the rigorous law of nature; what once happened can happen always.

The teachers of the science of Yoga, therefore, declare that religion is not only based upon the experience of ancient times, but that no man can be religious until he has the same perceptions himself. Yoga is the science which teaches us how to get these perceptions. It is not much use to talk about religion until one has felt it. Why is there so much disturbance, so much fighting and quarrelling in the name of God? There has been more bloodshed in the name of God than for any other cause, because people never went to the fountain-head; they were content only to give a mental assent to the customs of their forefathers, and wanted others to do the same. What right has a man to say he has a soul if he does not feel it, or that there is a God if he does not see Him? If there is a God we must see Him, if there is a soul we must perceive it; otherwise it is better not to believe. It is better to be an outspoken atheist than a hypocrite. The modern idea, on the one hand, with the “learned” is that religion and metaphysics and all search after a Supreme Being are futile; on the other hand, with the semi-educated, the idea seems to be that these things really have no basis; their only value consists in the fact that they furnish strong motive powers for doing good to the world. If men believe in a God, they may become good, and moral, and so make good citizens. We cannot blame them for holding such ideas, seeing that all the teaching these men get is simply to believe in an eternal rigmarole of words, without any substance behind them. They are asked to live upon words; can they do it? If they could, I should not have the least regard for human nature. Man wants truth, wants to experience truth for himself; when he has grasped it, realised it, felt it within his heart of hearts, then alone, declare the Vedas, would all doubts vanish, all darkness be scattered, and all crookedness be made straight. “Ye children of immortality, even those who live in the highest sphere, the way is found; there is a way out of all this darkness, and that is by perceiving Him who is beyond all darkness; there is no other way.”

Written by amitdipsite

June 7, 2017 at 9:22 pm

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Bang for your buck

with 4 comments

Over the previous 10 years I have developed mild nausea to reading ‘inspiring’ quotations, especially in investing, much like the actual lactose intolerance I actually have. Perhaps when you read/eat too much of one thing, your body begins to reject it, hence the case for a rotation diet, to never eat the same food until four days have passed.

I find that if you have only 1 hour a day in investing, its best spent in looking at new highs, new lows, scanning for companies with above 20% return on equity, reading annual reports, and scanning newspaper for no more than 5-10 minutes a day. That’s it. There is no reason you should not have good returns if you then spend most of the time thinking about your positions, and constantly turning more stones every day. If you have more time than that, its best spent on reading industry related books and reading stock exchange announcements.

In theory you should not need to read beyond 5 books on investing, 2 on value investing, 2 from Lynch and one more. Then, you need to practice on the job and learn. Rest is mere detail, ceremony and drama.

Time is indeed in short supply, 2500 weekends is what most of us have, if that.

 

Written by amitdipsite

June 7, 2017 at 11:34 am

Posted in Uncategorized