Wealth Creation in Amrit Kaal 2.

0
Date – 20-Apr-2024 – Organized by JITO Nashik.

Ajay Sharma - Singapore

G2Gajay - you tube channel

Good to Great earning phase. EPS increases. Share price increases. PE reaches 70

Great to good... Eps not increasing as earlier. PE start reducing

Creation phase - brahma

Growth phase - Vishnu - better to invest in this phase

Declining phase - Mahesh

G2G framework

2 by 2

Business Vs valuation

Business - Do not keep single customer having more than 20% of total sales.

Avoid PE >30

Entry value is important. do not buy expensive shares

Michael porter - read this book

Consider market potential, competition,

Paise banana, Paise bachana, Paise badhana (BBB)

Vikas Sethi - Sethi Finmart

Sadabahar Sethi sab on Zee business channel

Compounding wealth - Unlocking the secrets of long-term investing

Patience is important

Do not panic

Be fearful when others are greedy, be greedy when others are fearful - Warren Buffett

Long term investing - for success

Futures / options - do not do

PDC - to select companies for choosing companies

P - promotors holding should be sizeable > 60% /pledging -

D - Debt - high debt company should be avoided

C - Corporate Governance issues.

Competitive advantage should be there

Stock price is reflected from EPS

Do not be hurry in selling stocks. Keep long term.

Time in the market is better than timing in the market

Real estate- not good - home/office is okay.

gold - ok - better than inflation

Equity - @ 60-70% invest for better gain

Investments should be better than inflation

Idea is buy low, sell high.

High interest rates is okay for good entrepreneur. Bad entrepreneur will go away with high interest
rates. Low interest rates give more inflation

Low PE Or high PE. Does not matter to invest. Growth driver is govt policies

Manual repetitive work - avoid

Manual - non repetitive work - will never be replaced. Services - invest

Dimagh wala work - repetitive work -replace by software.

Dimagh wala work - non repetitive work - kids should learn.

Sports is only to learn to lose.

One extra language is must for kids.

Japanese, Swedish, or Korean language is better.

Mutual funds - smart people are handling MF. Average people should invest in mutual funds. Some
will underperform, but it is okay. But MF asset class is good.

Pagal lok duniya badalte hai. Invest in these people

Losers in stock. Sell them. Keep winners for long term.

Do not borrow and invest in market

Do not leverage, seat tight, will reach destination of good returns.

Entry / exit - in the market. High return on capital. Then it is okay to invest anytime.

Believe on yourself. Hope is developed by Modiji. Debt is essential

Summary of today's JITO Seminar session by Prajakt ji Mehta (Metaforge Eng.India Pvt Ltd)