Simple Investing

It was great reading about simple investing pick like Trent.

I would like to share my experience with same viewpoint.

So I started my career in markets around 2017. I am a Bachelors in financial Markets but never really explored about investing or trading. I think either you must have curiosity to explore in topics in the world or your need people around you involved in these kind of topics like Finance.

So as i started working in a broking firm i got to know what shares are how trading works and how investing works. The first company that still excites me is BATA. Bata because my family used to prefer buying leather sandals or footwears in short. So my this memory comes way back when i was in school & college. I always wear sandals from there stores because my mom used to buy that for me.

So I always had this assumption about Bata that they just sell leather footwear & sandals. Things changed when i myself saw BATA giving a fresh look and feel to there stores. The gave a separate section to men’s, women’s & Children’s. I think during 2018 or 2019ish where i saw all these changes. So they moved all old looks to new fresh color & style hiring young actors like Kirti Sanon & Kartik Aryan.

I never invested but learned lesson. With time we all must change or we will be left behind like what happened with Nokia.

My second observation was RADICO KHAITAN. I started drinking from 2017 when i joined corporate world. With time things went pretty bad i recommend “Drinking alcohol is injurious to health and your pocket” because at they end you are destroying your health & paying premium to insurance.

Its been 3 year i am haven’t touched alcohol apart from some 2 to 3 times and didn’t felt good so finally fully left drinking.

Now i want to share what i observed in this journey. When i joined the second broking firm during 2019. There i saw this company RADICO KHAITAN we were recommending this stock at 300 Levels. Not even one guy ask me about the fundamentals. Retailers want trading than investing i can see from where this is coming but when things doesn’t work one must change their strategy. Even i was not sure because i just read the companies business in one pager and checked website but kept eye because someone told me 2 industries Cigarette & Alcohol is always investable at all levels.

So i always had Radico in my mind. So when ever my friends & i used to go to get booze i used to look for brands of Radico. I got to know about Magic Movements then once i saw a bottle of JAISALMER displayed at a big Wine shop. At first i was shocked then i started reading about this company i got to know that the managements is young and they focus on there product and packaging like how there product will feel when there customer open the packaging.

So i never invested in these stock but i want to at good levels. Even the current levels are not bad but i have my own thesis. I need to get out of my mental models.
My reason to write this is to share my experience & how i discovered some companies from just a name in my watchlist.

Investing is simple you just have to observe the changes around you like Vijay Kedia Sir does recently in an interview he shared why he invested in Innovators Façade or Affordable Robotic & Automation. So these is something in underlying which supports the story. Like strong story that things are changing the affordability is changing, peoples preference is changing, people want more variety. Observing small things like this is what most retailers should focus on than running behind options & whipping out the capital

Just just took Vijay Kedia Sir name because i like the way he invests but you can choose your favorite investor or develop your way of investing.

Disc: Not Invested & Biased. Not a buy/sell recommendation. Post only for academic purposes and learning. I can be wrong in all my assessments. Not eligible to give any advice.