Future

Why we are out of Westlife(Mcdonald’s)?

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Last week Westlife Development the master franchisee of McDonald’s in the south and west India declared their annual numbers. 

We analyzed the numbers and are not at all happy with them . its been years and years of losses and sales are marginally higher to around 900 crores. Marcet cap is around 4000 crore and we now getting nervous about potential returns from this stock.

We have accumulated this stock at around 160-175 and started selling it around 250 with last lot sold at 220 .

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Markets @Euphoric Levels… We at Shikharcapital sitting like lame ducks .. why ? why ? why ?

So for last one month markets are flirting at 9000 level to 9300 level and we are booking profits bit by bit.

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We have booked some profits in Adani , Rain , Westlife , Escorts , Dewan housing etc and sitting on 15 % cash as of now. Some of the profits booked from small and mid cap like associated alcohol etc are plowed back into Reliance and Tata Motors.

So, it’s tough times as — “I will tell you the secret to getting rich on Wall Street. You try to be greedy when others are fearful. And you try to be fearful when others are greedy. –Warren Buffett”

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What we in India can learn from Berkshire Hathways newsletter 2016-17

So the annual newsletter of Berkshire Hathway is out and has all the wisdom needed for a value investor

 (http://berkshirehathaway.com/letters/2016ltr.pdf)

 

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Since Indian markets are at their higher end of valuations and all the stock recommendations from Shikhar capita are doing pretty well, it’s become very difficult to recommend new stocks, However

we decided to decode warren Buffett’s annual newsletter and how we read it … (more…)

FMCG stocks, tough times ahead thanks to Patanjali

How Patanjali has become one of the fastest growing Indian company …

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A couple of days back I visited a Patanjali superstore in Pune. What I saw was just unbelievable. The quality of store and the arrangements with new Patanjali products was way better than any of the Big  Bazars or Reliance retails(By the way reliance retail stinks).

The wow factor is the product range being offered by Patanjali. I never expected to see sunscreen lotions or Kajal, the Biscuits or choco cornflakes, the Chocolates. All these products which have been the strong hold of companies like Nestle, HUL have been copied in every way. By the way, this reminds me of famous quote  “Good artists copy, great artists steal. Pablo Picasso” (more…)

AI is coming faster than you think …. #joblessfuture

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Pingback:  via Daily Prompt: Aware

by Martin Ford”

““the holy grail of Silicon Valley entrepreneurs is the disruption of entire industries – because that’s where the big money is to be made”.

In the great tradition of revolutions swallowing their own, one high-skill group of workers to have suffered already is the members of IT departments.

(No wonder that the sitcom The IT Crowd is starting to seem as historical as Dad’s Army.) But they’re not alone. Since 2000, the number of financial workers on Wall Street has fallen by 50,000 – around a third – as high-frequency trading programmes complete 100,000 transactions in a 10th of second, while simultaneously seeking to mislead their electronic competitors. Now, according to Ford, “nearly any white-collar job that involves sitting in front of a computer manipulating information” is under threat.”

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Dominos – Another consumption stock !!

Jubilant food works is the master franchisee of Domino’s in India 

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 Business- Selling world best pizzas to the second largest populated country.

It’s one of the Best business at the right time and right place, Dominos have now more than 1000 outlets in India.  Selling millions of Pizzas daily. One of the key USP of dominos is it covers a large area by making more business in delivering the pizzas then selling in their joints.It helps them to cover a very wide area. 

 

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