Great session from Madhu Kela. Past experience can indeed be an hindrance at times stopping your participation in changing themes as your preconceived notion of the past stops you, as was the case for many who missed the PSU rally. PSU basket overall had an almost 4x rise in aggregate Market cap from 14L to 50L Cr.
Importance of connecting a stock idea to a mage theme. And only bet in stocks which have some fitment with the mega theme so that it has enough tailwinds and not sectoral headwinds to battle.
Next #MegaThemes
(1) Carbon Neutrality- Anything and everything that can make this happen. Even ancillary plays like transmission players who can help in transmission of greener energy sources
(2) AI and Cybersecurity- Another evolving theme, with the advent of Quantum Computing all our existing cyber security will be rendered useless. So this space certainly will have blots of actions and new players. Currently Madhu is betting on a few unlisted names.
Market Café | Madhu Kela On How To Invest In A Bull Market | CNBC TV18 | N18V
Also from this recent tweet : Luxury Consumption
Some key learning:
- NPV of Relationships: this is the key to success and happiness. Biggest investment that one ever makes is in nurturing trusting relationships. Who stands with you in your drakest time is your true friend: “Chota aadmi hi kaam aata hai.”
Business Plans and making 100X investments: “Jo excel pe dekh sakte hain woh 100X nahin ho sakta.”
Portfolio Management: Never sell when exceptional companies land in your portfolio.
Value Creation: Scarcity creates multiplied value.
Investing Genius is to identify when a lot of people are fools in the market.
Group identified Luxury Consuption and Climate Tech as the two mega opportunities.
Why be satisfied with 2X wealth multiplication when there is a sea full of 100X opportunity.
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