Survive to Thrive Part 3: Follow Just 3 Steps And You May Not Need Professional Investment Advice

I run the risk of losing a few of my existing and prospective clients for Smart Sync Services when I write this. If you agree with what I am going to say now, I may not get any business from you. In fact, I may lose a few of my existing clients. However, I hope that I would earn your trust. And maybe, sometime in the future you would come back to me and give me more business when you reap the rewards of this invaluable advice. Let’s deep dive into one of my most loved investing philosophy: “Survive to Thrive”

“Survive to Thrive” has been a very powerful and motivating thought for me. During tough times, in investing and in personal life, I use it as a tool to get me back on my feet and start working towards my goal. I have written a couple of blogs here and here. Both had a different angle of looking at the investing landscape from the lens of “Survive to Thrive”.

Welcome to the third edition.

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When VIP Industries Met Murphy’s Law

Murphy’s Law says “Anything that can go wrong will go wrong“.

Today, the management of VIP Industries would probably agree to it more than anyone.

We have extensively covered (here and here) the progress of VIP Industries over the last seven quarters.

Recently, COVID-19 has led to many ugly surprises for VIP that no one could have envisaged.

And that reminds me of this quote by Robert Rubin:

Condoms aren’t completely safe. My friend was wearing one and he got hit by a bus.

Risks often play out in the most unanticipated ways.

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Watchlist 52- Insights from Q1FY21 Results and Investor Calls

 

We, at Smart Sync Services, have been attending conference calls of listed companies for a long time.

From Q3FY19 onwards, we decided to make our notes on these calls available for our readers.

You can see all the updates of the last seven quarters here.

If you don’t want to miss these updates, please subscribe to our mailing list.

From the last quarter (Q4FY20), we decided to compile all the notes in one single document.

You can find the Q4FY20 report here.

 

 

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15 Latest 5 Min Stock Ideas

While studying any business, we come across both positives and negatives about it. And our mind plays tricks with us. It never lets us process all the points together. Often we end up focussing more on one or two points and ignore the rest. Hence, as investors, we are always biased. And our job is to work hard towards reducing that bias.

On further reading, we at SSS found that it is a problem which not only disturbs normal people like you and us but also some great minds of the world.

One such person is Benjamin Franklin.

Benjamin Franklin was an American polymath and one of the “Founding Fathers of the United States”. Franklin was a leading writer, printer, political philosopher, politician, Freemason, postmaster, scientist, inventor, humorist, civic activist, statesman, and diplomat.

Franklin also had the same problem which we discussed above. And he came up with an idea:

 

 

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“Say: Do” Ratio- A Reliable Metric to Assess Management of Businesses

“I will call you on the weekend.”

“Let’s have lunch sometime.”

“I will follow up tomorrow”.

“I am really busy at the moment but would definitely check the mail in the evening and revert”.

We often make these statements all day long to people around us. Do we really check later if we actually perform those tasks as said?

Let’s be honest. Most often, we don’t.

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CapEx- “What You Sow, You Reap”

When most businesses in India are focused on surviving Covid-19, it is a good time to invert the situation and think about companies that are still managing to proceed with their CapEx plans.

Companies that can invest in CapEx today get better bargains as prices are depressed due to low economic activity, creating a sustainable advantage for them over time.

Investopedia defines Capex as follows:

Capital expenditures, commonly known as CapEx, are funds used by a company to acquire, upgrade, and maintain physical assets such as property, buildings, an industrial plant, technology, or equipment. CapEx is often used to undertake new projects or investments by the firm. Making capital expenditures on fixed assets can include everything from repairing a roof to building, to purchasing a piece of equipment, to building a brand new factory. This type of financial outlay is also made by companies to maintain or increase the scope of their operations. Put differently, CapEx is any type of expense that a company capitalizes, or shows on its balance sheet as an investment, rather than on its income statement as an expenditure.

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