WOLF OF DALAL STREET

2022-07-14 20:08:09 Bullish on India, Bullish on Indians, Bullish on Indian startups.

Seems hard to be today, but I hope will seem very obvious 10 years later.

Did you know that India Post is a gigantic distribution network

The widest and geographically spread in the world, it has 155K post offices with 400K+ employees last mile.

It transfers around 6 Billion items every year, which is 5 to 6 times of Amazon/Flipkart order volume.

India Post also has a savings bank with $140Bn of savings stored of rural common man in India.

Distribution is King

India's most subscribed YouTube channel that is not entertainment or music is kids-focused ChuChuTv

ChuChuTV has 55M+ subscribers, the 24th highest subscribers in the world

The Chennai-based channel is a global hit, with its video on alphabet hitting 4.6 billion views

Crazy

ESPN Cricinfo was founded by Vishal Misra, an IIT Bombay grad who is a professor at Columbia

He leveraged his computer science background to build the internet's first live sports scorecard system

Like every Indian obsessed with cricket, it became Cricinfo. It has 90M+ visits every day.

Billion-dollar valued businesses are rare in India.

India reached 100 unicorns when India's equity market cap was $3Tn

US reached 100 unicorns when the US market cap was $30Tn.

So it means we are ten times ahead than United States in nurturing, building and mentoring new startups.

Regards,
KIRAN SHETH (WOLF OF INDIA).
www.WolfOfDalalStreet.com Open / Comment

2022-07-14 16:03:09 Interesting Fact, Inflation in India in 1974 was at Insane levels of around 23%

In that era, the iconic movie "Roti, Kapda, Makan" was released

It had a song called "Mehangayi Mar Gayi" or prices due to inflation killed us

Culture is a great reflection of the society it is created in.

Art is the voice of the collective unconscious.

Inflation in the United States = 9%
Inflation in Madhya Pradesh= 9.1%
Inflation in Kerala= 4.82%
Maharashtra (13.18 per cent), followed by Uttar Pradesh (12.37 per cent), Tamil Nadu (7.25 per cent) and West Bengal (7.09 per cent).

US's decision to delay its participation in World War-I, catapulted it from an average economy in 1850 to the world's leading no #1 Economy by 1950.

Several major nations: Germany, Russia, UK, Japan struggled; but US suffered less.

So, India and Modi is doing the same thing not to get involved in Any War, rather playing Diplomatic with every nations on the planet.

All thanks to delayed participation. Mark my Words, Soon India will be rewarded too.....

Regards,
KIRAN SHETH (WOLF OF INDIA).
www.WolfOfDalalStreet.com Open / Comment

2022-07-14 15:23:27 Open / Comment

2022-07-14 15:16:21 Did you know India has one of the longest coastline, and it measures about 7,516.6 km bordering the mainland and the islands with the Bay of Bengal in the East, the Indian Ocean on the South and the Arabian Sea on the West.

Did you ever observed that Desert Safari in Dubai is more expensive and less beautiful than in Jaisalmer.

Did you ever noticed Beaches in Goa are much better than beaches of Sri Lanka and Bali. Food is better too.

Did you ever thought that Some places in Manali if massively developed, can give a tough fight to Switzerland.

Ministry of Tourism has launched UTSAV, a portal dedicated to the various festivals, fairs, events & live darshans across India. Calendar of Indian festivals and fairs is also available on the Portal.

Next year India will host Cricket World Cup 2023. Great time to sell India.

Mumbai should open much more metro lines by 2023. Work on urban infra.

There will be a lot of people coming to India. Sell Indian tourism.

I wish we developed our tourism industry more.

Right Time has come to Build Portfolio on Indian Tourism Sector, I am Betting that it will give Multibaggers and Ten Baggers in next 5 Years.

Regards,
KIRAN SHETH (WOLF OF INDIA).
www.WolfOfDalalStreet.com Open / Comment

2022-07-14 14:20:15 REINCARNATION OF NEW INDIA - "BHARAT". JAI HO Open / Comment

2022-07-12 14:07:43 For the first time in 20 years, the almighty currencies Euro and the US dollar are a fraction of a penny away from parity.
$1=€1.0022. (Give me Goosebumps).

Simultaneously, Renowned Investor and Legendary Global Macro Investor Ray Dalio has recently taken a $10.5Bn short position on the European Markets.

(He has done the same for the US markets).

(According to him) This points to the fact that a lot of stocks are going to correct further.

Should you panic? Really depends on: WHAT you are buying now.

In Simple plain English it means, BHAUKAAL HAS ALREADY BEGUN, SOON THE MUSIC WILL STOP AND TANDAAV will Begin.

So, what are you waiting for ???
Grab your seat in the game of Musical Chairs and try decoding the Musical Notation of the Market.

Regards,
KIRAN SHETH (WOLF OF INDIA).
www.WolfOfDalalStreet.com Open / Comment

2022-07-08 15:38:45 An average Swiss Citizen earns roughly 70 Lakhs every year.

Interesting thing: Despite Big Negative points and Disadvantages.

- Switzerland has limited natural resources (unlike Australia, UAE).
- Difficult terrain and climatic conditions.
- Has extremely expensive labour (unlike that in China/South East Asian Countries).

China pulled roughly 750Mn people out of poverty in a span of 40 years. India too could do something similar.

Stock Market, Career and Life is not a straight line path. It is always volatile and unpredictable, Even our heart beat is not a straight line in the ECG.

And, therefore, you need to walk on tortuous roads to succeed.

Regards,
KIRAN SHETH (WOLF OF INDIA).
www.WolfOfDalalStreet.com Open / Comment

2022-07-08 14:21:35 The 5Tr$ economic vision of New India 'BHARAT' was visioned in 2019.

Back then, INR to dollar was 70.
So this number came out to be 350,00,000 Crore.

Now, comes the hardest year 2022, USD has moved to 79.

So our 5Tr$ dream has now become expensive by around 13%.

So the new number comes out to be: 394,97,500 Crores.

So now I am assuming that we will be able to milestone achievement of 10Tr$ Economy by 2030. Here is the math:
1. We are roughly around 3.5Tr$ figure right now.
2. Assume nominal GDP growth= 10%. We will meet the target in the next 8 years.

Now one more catch I have that if we are very fortunate and Rupee (INR) appreciate till 50 Levels by 2030 so i am pretty damn sure that will jump 15 Trillion Dollar Economy Label by 2035.

FYI : As per the Words of Chief Economic Advisor of India it also means that India's REAL growth rate needs to be atleast 4%.

Regards,
KIRAN SHETH (WOLF OF INDIA).
www.WolfOfDalalStreet.com Open / Comment

2022-07-06 17:21:29 Investing in small and medium scale companies is a very difficult task and sometimes can lead to a lonely path.

First thing No Reasearch and Brokerage houses fails to cover your invested stock. Due to that your Investing journey future becomes uncertain and less rewarding.
Second thing you are only left with your own analysis and wisdom and last thing is that your patience and conviction will be tested at extreme levels.

Investing is game of Odds, not possibilties or certainties.

But believe me that this difficult path and loneliness will lead to your Ultimate Wealth Creation Quest and make your dream fortunes in Investing Domain.

Dont listen to noises like your friends, newspapers and business channels for stockmarket advice.

Please stop comparing your Investing returns with your foe and friends, just do what's best for yourself.

Regards,
KIRAN SHETH (WOLF OF INDIA).
www.WolfOfDalalStreet.com Open / Comment

2022-07-05 19:28:41 For the next Two Quarters means for upcoming 8-10 months
we will be living in a simulated environment of Rising Inflation which will push Interest Rates higher.

And on other hand will be experiencing slow growth and will feel like Deflationary environment of low growth and rising costs.

Everyone on the planet will feel like
recsession has begun but to be fair and clear the above two scenarios will be a perfect mix and combination for supportive equity valuations.

Mark my words, this will how Modern Day Financial Markets will function caliberately.

The entire energy and metals has significantly corrected until now except the crude.

Big boy Crude Oil is the last man standing. Lets play the game...

The clock is Ticking fast...

Regards,
KIRAN SHETH (WOLF OF INDIA).
www.WolfOfDalalStreet.com Open / Comment