MY BIRTHDAY TODAY: BIDDING ADIEU TO ALL _/\_ !!

Hello Friends!! 

 It’s my Birthday today .. and wishing you all a Very Happy Ram Navami too...
I am very emotional in breaking this news to you all, that after 9 long years of blogging, I am finally bidding adieu to my Blog. I started blogging as fun and later it become blogging for a purpose, for a cause - cause to help. I blogged about stocks, about my views, stories about markets - my intention was purely to educate & provide an advantage to investors, to make every citizen of my country an Investor & not a speculator.. my endeavor was to educate and make investors aware... I gave my views on stocks in every 10 days i.e. on every 3rd, 13th & 23rd of every month, that too for 9 long years, there were times when it became difficult for me to cope up with my blogging, professional and personal time, but somehow I managed it....believe me, this decision is as hard for me as hard it is for you lovely people to hear it.  
   
      Friends, its been 9 long years since I started this blog and it has been an amazing journey ( My First Post ) and as I write this, it is becoming more difficult for me..but I have to do it, all these years you all have showered me with immense love, appreciations and support and I am very much thankful for all. During this journey, I have learned so many valuable lessons, found new truths about myself, made good friends, and also had an opportunity to meet many new people along the way. Stock markets made me humble, interacting with readers made me mature. Some of you who have still been with me since the beginning, & still with me - I am so grateful for that. Markets have taught me a lot and I am still learning, a student for life. But, after 372 published posts with more than 570+ followers, now it is becoming difficult for me to blog, some instances which happened in my personal life made me more determined towards my decision, now there's nothing left and no one for whom I motivate myself to write, I have started feeling that my blogging is not serving its purpose it should be.. those who know me knows this well that I never wrote for fame or for money never - money-making was not my intentions ever. I received blessings, appreciation from you all wonderful readers, THANK YOU guys, Thank you so much, my intentions were pure & clear... I never expected anything from anyone, I always want that my readers get benefited and make wealth for themselves and be a part of India Growth story. I selflessly intended good for all my readers, I never intended to make money from my blog....but nothing inspires me anymore, there's no one for whom I motivate myself to write anymore, I can say that my Karma towards my readers ends here... People close to me know very well that I am not very expressive, I cannot express myself and you all can imagine how difficult it is for me to convey this emotion to you all. This is very shattering for me and is breaking me as well, but I have to DO IT.. I don't know whether I will come back again to blogging or not  - I don't know - I may or I may not, but as of now, Yes it's a sad BYE :(  _/\_

A previous version of the blog

One wise man truly said, Once a Market men always a market men, I am the learner, and markets have given me lots and taught me many lessons. I still have more to learn from markets. Learning is the journey and not the destination, Markets is my Passion & I can never quit markets, I am just stopping my blogging journey here. Guys, I will be available to all on stocks topics and markets on Email - montyuu@yahoo.com, and all the posts & comments will be available online. I am optimistic about markets and I do believe in India Growth Story, the consumption theory, the demographic dividend that our nation enjoys, encash it, please do participate in the growth of our nation by investing in stock markets with proper study and strict stop loss - look at the companies with better Revenue growth - Revenue is the Economic engine that drives a company without which the company cannot earn Profit. Constant revenue growth of at least 10 % or more every year for each of the last 10 years indicates that the company is able to expand its business operation and is growing, (for banks and financial institutions take net loan growth instead of revenue growth); Look at company's Return on Capital Employed (ROCE) This ratio measures the company's profitability and the efficiency with which its capital is employed. Look at companies whose ROCE was at least 15 % for each of the last 10 years (for banks and financial institutions take pre-tax ROE of more than 20 % for each of the last 10 years instead of ROCE). Revenue growth creates shareholder's value via stock price increases, only if ROCE remains high. Hence it is a very important metric in assessing a firm's performance; also look at companies with great net profit margins, less debt - try to have a stock whose debt is not more than 3 times its net profit, companies with greater ROCE, ROE, wonderful consistent cashflows & best management. BE INVESTED GUYS - wonderful days for Indian Equities are yet to come. Lastly, I would like to thank all of you wonderful people, for being there, with me all these years, I take this opportunity to give Thanks to all my reader friends.. TAKE CARE !!   

                                           God Bless You All !!!

Thanks to my parents who made me what I am here today And Thanks God for all of it !!!

Warm Regards,

Bhavikk Shah.  

                                                          

There are many stocks but some of my fav picks:- Adani Ports ; Berger Paints ; MCX ; PVR ; Cera sanitaryware ; CCL Products ; Nilkamal ;  Symphony Ltd ; Union Budget ; HPPL ;  HUL ; Colgate Palmolive ; Ultratech Cement ; AB NUVO ;  BSE LTD ; IPO's

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It's my Birthday Today :)

Hello Friends!! 

 It’s my Birthday today .. J J …and am too, little bit of happy & excited like everyone else on Birthday’sJ, no matter how old are you, you too have that pleasant feeling about the year coming ahead, we are happy that we have passed off one year, and optimistic for the coming one. Last year of mine was a mix but  the year gone by left many joys and memories. I always write something for all you my dear reader friends on this day, as this is a day when I speak my mind and heart out.

The year gone by was beautiful; off course on market front, it cannot be said so, but would also say it was not bad either, at least for me and my stocks, yeah we were not in green but did well by benchmark’s performance and this does not discourages me to be invested. I always advocate stock market investing. I truly believe that India has huge potential and is definitely a long term story driven on consumption demand and is better positioned to enjoy demographic dividends. Indian economy is of Rs. 105 lakh crores ($ 1.59 trillion) with our stock market capitalisation of Rs. 94.71 lakh crores (as on 1 April 2016), with registered investors of 3.07 Cr (2.45 % of our total population). Whereas, US has market capitalizing is of $ 19.8 trillion which is also the biggest representing 52 % of the world’s market cap. US has population of roughly about 31.90 Cr and investing population in stock markets are whopping 14.35 Cr or I should say 45 %, and we at mere 2.5 %. India has savings rate of 36 % and still only 7 % of it comes to the equity market. Indian Retail investors hold around $ 16 billion of Indian equity. These figues says a lot and we should understand the potential of our strength, encourage investing in equities and should not shy away from stock markets, terming it as “Gamble”. 

Indian corporates have tremendous positive earning potential, & there are vast numbers of businesses of various kinds available at better price. What we misunderstand is that we buy at wrong price and most often we buy on tips, and there’s where we fall off. I truly believe that “Valuations are the slave of Earnings”, if you trap the earnings right you get the valuation right, off course with sentiments the stocks do falls back, but at the end the valuations do prevails. Look at the stocks with net profit margins above the fixed maturity instruments, with minimum debt and high ROE & ROCE’s. Now, there are many who would say we don’t understand these terms or we dont have much time to spare to, for them I would say go for mutual funds- let the expert fund managers do the job for you, but do invest, be the part of new vibrant India. Built up your retirement fund, start investing in mutual funds in Systematic manner via SIP (systematic investment plan). Take a minimum investment goal for five years at least, start investing little bit every month and you shall surely win, and those who are enterprising enough should look out for stocks with high net profit margins, low debt, high ROE & ROCE’s and off course strong Cash Flows. In all do invest and study well before investing. There’s lots of opportunity out there and participate in the growing economy of ours.

I am optimistic about markets and beileve that more positives are yet to come. Be positive and Be invested. Lastly I would like to thank all you wonderful people, who have become impairable part of my life now, who have constantly encouraged me and inspired me in all aspects of my life.

Again, I take this opportunity to give Thanks to all my reader friends for being there for me, and encouraging me...

                                           God Bless You All !!!

Thanks to my parents who made me what I am here today And Thanks God for all of it !!!

Warm Regards,

Bhavikk Shah.  

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THOUGHTS ON MY BIRTHDAY !!!

My Reader Friends !! 

It's my Birthday today and yeah grown a year older again..hehehe !!

Being a year older means people starts expecting lots from you, and U try your best to fulfill that. Anyways, there are lots to say and share with you wonderful people, who have become impairable part of my life now, who have constantly encouraged me and inspired me in all aspects of my life. And what a wonderful year it was - made some wonderful friends, my recommended stocks are more than double from my last birthday, my reader's friends are more than happy as they are on a handsome bunch of profits & successfully completed few Private Equity deals... wow !! what else should I ask for !! 

Life's good, and enjoying my work, and happy to see my readers pouring in mails saying they are making good returns & enjoying the way markets are moving and they have now learned how to tackle markets on their own ... when I started this blog I was curious on how people would react to my blog, whether I would be getting readership when there are many such blogs on the float, but then this famous quote from the Bhagvad Gita kept me going-    

कर्मण्येवाधिकारस्ते मा फलेषु कदाचन।

मा कर्मफलहेतुर्भूर्मा ते सङ्गोऽस्त्वकर्मणि॥ 

कर्म करना तो तुम्हारा अधिकार है, लेकिन उसके फल पर कभी नहीं | 
कर्म को फल की इच्छा से कभी मत करो, तथा तेरा कर्म ना करने में भी कोई आसक्ति न हो |

 "Karmanyeva adhikaaraste, Maa phaleshu kadaachana", meaing You have the right to perform your actions, but you are not entitled to the fruits of the actions.

"Maa Karma Phala  Hetur Bhur maa te Sangostu akarmani", meaning Do not let the fruit be the purpose of your actions, and therefore you won't be attached to not doing your duty.  

As we grow older we realise the true meaning of KARMA, and we try to follow that, same ways I do too. As my part of Karma, I try to bring out best of the businesses listed from the 4,277 companies (eligible out of 5,630 companies listed on Bombay Stock Exchange) without expecting any Phala for my deeds, I see happiness & Smiles of my readers, when they make money, the kind of blessing they shower in on me, I see these as Phala for my Karma. People ask me why dont you charge from ur readers are u a Saint or something and my answer is No, Like most human beings, I am too motivated by self interest. I came into blogging bcoz I want to change or atleast affect the way people think about Indian Stock Markets, people 'Term' all market mens as gamblers, they dont differentiate between Day traders, Analysts, and Operators - for them these all are same, what they fail to understand that Stock Markets are the beautiful platform where by u can own a part of fantastic business. So invest in good companies, if the Karma of the business is Good (good business model along with the good management) u too will bear the fruit of it in long run. Same ways my endeavour is always to find best deep moated stocks at reasonable prices which can give best returns to its investors.. 

Once again friends, Thanks for your on going support along with ur smiles and for the the encouragment.

I take this opportunity to give Thanks to all my reader friends for being there for me...

                  God Bless You All !!!

Thanks to my parents who sculptured my thoughts and to making me who I am today !!!

And lastly, Thanks god for all of it !!!

Warm Regards,

Bhavikk Shah. 

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SHARING THOUGHTS ON MY BIRTHDAY !!!

Hello Reader Friends !!
It's my Birthday today, grown a year older,

I've learned quite a few things about what to take or leave behind in past couple of years. I've accumulated quite a few truth's, stories, some you know and some that are still to be told on life and markets. I was thinking about everything that has happened since my last birthday and I’m amazed that it was much an happening whole year of mine and am happy about it. I was wondering whether to publish this note on blog or not - but later decided that this blog was made with a purpose to present my views and now it has become the reflection of my mind and thoughts..........and so I felt to let my thoughts flow............. 

Life is good. Business is good. I love my job. I currently work for an wealth management firm in Mumbai and now, I’m a financial commentator and a writer too, I feel younger now than I did 10 years back. These days, I wake up excited about what I’m going to spend my day doing, which stock it would be and why, what's up with so and so company or a stock. I help people for a living and making them understand the complexity of markets, helping small world of mine consisting friends and well wishers to invest better and invest sensibly. It’s now, my only function or I should say has become my passion. Most of what I do is search, research and analyse and communicate my findings – in meetings, on phone calls, in emails, on the blog, on the web. Discussing about that scrip I like or about my views on macro & micro economics. I have realised that this is what I was meant to do. I love to spent long hours on balance sheets and financial reports and discussing it with my friends and colleagues, I love to know the business I am buying. It once happened that in 2007, one of my friend lost his fortune on a so called "Tips" from his broker, this made me think, on why can't one just be sensible in investing, why cant they know what they are buying and a thought to make people an investor and not an trader made me to started writing my blog...its been Seven years now, and I am trying my best to protect my fellow investor friends. Now all I have to do is to remind myself of it when the going gets rough.......

As of today, I am regret-free and thankful for both, the bad and the good experiences that taught me what I needed to know and I am still learning.... 

I take this opportunity to give Thanks to all my reader friends for being there for me...

                                                               God Bless You All !!!

Thanks to my parents who sculptured my thoughts and to making me who I am today !!!

And lastly, Thanks god for all of it !!!

Warm Regards,
Bhavikk Shah.

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