40 Juggernaut in Indian Listed Entities.
40 Juggernaut
in Indian Listed Entities.
In this blog post, I
have mentioned some of the companies which hold majority of the market share.
Most of the companies
mentioned below, can be seen in our house or on regular days we are using their
products/services. Yet as investors we look for fancy names and trendy
business. If we dig deep into these companies & study respective history
some are present more than 130 years & generated 18% return (ex-dividend).
Sticking to boring
business with rich history is important as these power corporate houses have
weathered through every bull & bear market and some names can be found even
when India fought the first battle of independence(any guess)?
Some companies mentioned
are present in industry which are growing at a healthy rate of 20-25%(Airlines)
whereas some industry are growing at 7-10% in line with economy or operating in
a niche market where they are mammoths.
Looking at the business
we might feel what’s fancy in them, the answer in the question: Nothing fancy!!
That is the secret sauce... if next time you guys go out to a super
market or see a billboard or courier guy comes for delivery or Goa having
nice delta time you might be seeing a compounding power machine which has
steered itself from technology disruption or market opportunity is ever
growing.
My simple advice rather
than seeking stock investing tips from men in suits & broker; just turn the
product and try knowing the manufacturer(parent company) and voila you might
hit a compounding machine.
As retail investors we
are the best judge of the companies you know why? Because we are simply using
the products and perceiving the acceptance of the products rather than spending
time on excel sheet creating unrealistic estimates.
You’ll be astonished by
some of the names you read in the list and be like seriously company command
such huge share in organized market place!!
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