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Last post……!!!

Beautiful swan cubs at the pond. Beautiful natural colored background with wild animals. Springtime.

Black Swans !!!

It has been a good year in Shikhar capital.  From a universe of thousand stocks we arrived at some very few stocks (Less than 10), and then the stories behind the stocks which we shared with our readers turned out to be philosophically right. The best part in this small journey was not the stock price but the conviction supporting the stories.

 

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Future of Bitcoins and other Crypto Currencies….!!

So, Bitcoin is value or fad… or Tulip mania  ???

We say – 

“Biggest bubble of all time .. ruining people across nations, geographies, races and ages  ….’

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Above graph simply explains what bitcoin has grown into.  There is an intense competition between companies like Amazon, Google, Apple, Microsoft and others who every second are working on innovations, are strategizing on their future and then there are investors who bet invest on these companies and all of this takes decades.

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Nifty @10,000 “This time it’s different!!!”

  So, the market is at an all-time high, and we are inches away from Nifty @10,000/- Valuations of mid cap and small cap are so stretched, that some MF like DSP black rock has stopped taking new fund flows.

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We at Shikhar capital started getting cautious at 9000/- booked lots of profits in mid and small at 9600 and now sitting idle.Lots of profits were gone into Tata Motors which is muted and  Jubilant food works which have rewarded handsomely after Q1 results. And now we remember the following quote by John Keynes

 “The market can stay irrational longer than you can stay solvent.”

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Markets @9000/- and we have nothing to do ….!!WRONG!!

So markets crossed 9000 and we at Shikhar capital have nothing to do except waiting………………………………………………….

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For  killing time we are exploring company’s which are out of flavor or which wee have booked good profits. To name a few we are completely out from Associated alcohol, (more…)

Why we love McDonald’s burger and why it is our top holding !!

 Why Mc Donald’s is our top holding ??

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How could anyone get wrong with this?

Westlife development is the franchise for McDonald’s in India (West and South )

  1.  Westlife Development is the franchise of  Mac Donald’s for West and south region.
  2. 232 stores are already there and expected to be doubled in in next five years.

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