Meta-sizing Dopamine Hits (#047)
The world is probably changing faster than we think it is - you may already be a part of this trend without realising.
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From now on, I shall be posting exclusive content on Stocktwits
Hey folks!
The Stocktwits India edition is live now and just like Twitter, it is an exclusive platform that brings together the world’s best investors and traders.
It comes with integrated Stock tickers that lets you see the fundamental and technical commentary of multiple stocks in one place.
You can use this link to download the app or sign-up on the web below 👇
My user ID is the same as that on Twitter - mehrotra_saket
Here are a few glimpses of the exclusive content posted.
Meta-Sizing Dopamine Hits
If you’ve been following the news, recently Facebook renamed itself to Meta.
Part of this was Crisis Management 101 and PR, part of this is to also to do with their commitment to build the metaverse, a new augmented reality kinda social experience.
So what is the Metaverse?
Here’s Mark giving a short glimpse of what it is going to look like ⬇️
So what are the implications?
Read this insane thread by Shaan Puri breaking it down ⬇️
The world is evolving faster than we think.
The dopamine hits are now faster than our meal loops.
Want food? Order from an app.
Want to go on a date? Right Swipe.
Feeling low? Keep scrolling to find trending content.
The biggest asset we can think of in this world today?
Focus.
[Premium] Happiest Minds
Let's take a look at the IPO that kick-started a lot of IPOs this year.
(This was originally published exactly a year back.)
Less than a month back, Happiest Minds debuted in Dalal Street with a stellar listing almost gaining 110% over the issue price. Let’s try and take a deep dive into the IT landscape and the company.
India has been home to a lot of IT services companies that have created wealth not just for themselves but also for their shareholders – TCS, Infosys, Wipro et all.
While these companies have been the stalwarts in the space, we have also seen a host of other listed players perform phenomenally well on the bourses as well as with their business.
Within the IT services vertical, there has always been a split between the Onshore and the Offshore delivery model. While IT companies would prefer having a higher percentage of Offshore delivery (where you are located at the client site), Companies globally would prefer having it Onshore.
Click here to read more.
Guess the Breakout Indian Stock of the Week 🚀 [Alpha Swing]
In this week’s 3 swing trades, we are back with the interesting guessing game.
If you can guess the stock right, you get a complimentary 1-month premium access to Alpha Swing.
The operating profit margin of the company has been consistently coming down for the past few quarters on increase in material costs - which is linked to the global energy market.
In the last 18 months the company has significantly cut down on their debt and de-leveraged themselves extensively bringing down their debt from 2,000 cr.+ to ~600 cr.
It has been extensively working on improving their efficiency and their ROCE has expanded from 17% to 34% in the last 3 years.
Guess The Stock.
Answer to last week’s quiz was IFB Industries. If you made the guess right, kindly respond - you shall get the 1-month access.
Check out our FREE US Stocks newsletter below read by 3,625+ subscribers 👇
Webinar Updates
We kicked-off the November webinar series a day before the month started today with a detailed portfolio update of my current holdings.
We discussed changes and how we see the current scenario evolve ahead in the future.
Find out more about the November schedule and a special guest webinar here.
StockRoom Sunday
This week Yash and I have an interesting conversation of my latest Top 5 portfolio holdings and review some of the previous stock holdings that have got re-allocated.
Podcast of the Week
This is a fantastic outside-in view of the Indian Stack that Preethi talks about in the conversation.
Some interesting contrasts are made between India and the West and how some unnecessary potential risks could materialise looking into the future.
Song of the Week
This song has been on my playlist for quite some time but gives a good Daft Punk vibe.
Book of the Week
The first book that helped me transition into understanding investment implications was 'The Unusual Billionaires'. Ever since then, I have been a big fan of the high quality yet simple insights that the team at Marcellus keeps putting out regularly for millions of investors.
This week, I spotlight ‘Diamonds In The Dust’ - the newest book from the Marcellus stable co-authored by Saurabh, Rakshit & Salil.
Click here to check it out.
Want to get a signed copy of this book for free?
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And of course, a signed copy of Diamonds In The Dust
I am joined by the authors on Monday, 15th November, 2021 at 6PM. Click here to register and subscribe to the YouTube channel.
We shall be streaming this session live 🔴
If you liked reading this, why not make someone else smarter too?
Will see you again next week.
Ciao.