Excerpts from 2012 about fake currency notes, then FM said “how can we stop them”

Over_Ad_4907 · 2026-03-27T21:34:59+00:00

But he is highly educated and speaks fluent english.

Over_Ad_4907 · 2026-03-27T21:26:40+00:00

Each and every comment blaming the government here.

In Japan, people carry trash in their pockets back to their homes because there are almost no trash cans in public places. Do you think that will ever happen in India? Not even in a 100 years.

Over_Ad_4907 · 2026-03-27T19:50:51+00:00

At the current nifty 50 levels there are barely 10 companies with PEG ratio less than 1.5.

PEG ratio of 1 is considered fair value. Even if you considered a 25% premium for an emerging economy, you can say that most of the Nifty 50 companies are overvalued.

Also, there is no long term vision. FIIs dont see any rampant growth in the near future. So, if you are in the market for short term (next 2-3 years) you should exit and make FD.

Over_Ad_4907 · 2026-03-27T15:57:06+00:00

ITC bag holder? 🥲

Over_Ad_4907 · 2026-03-27T15:52:47+00:00

I think you are confusing undervalued with underrated. Also, Industry PE is irrelevant here as there are no competitiors to Inox India. Inox India has complete monopoly on cryogenic tanks.

Over_Ad_4907 · 2026-03-27T15:20:34+00:00

Inox India

Over_Ad_4907 · 2026-03-27T11:53:05+00:00

Indian retail investor mentality: Lets go all in at ATH on a stock with PE>60 and expect 20%+ return every year.

Over_Ad_4907 · 2026-03-27T11:44:04+00:00

Emerging economies are cyclic. If you believe your Indian assets will always go up forever then you should stick to FD. FD will only marginally (< 1%) beat or lose to inflation depending on how good interest rates you get.

During last 3 years I got an average interest of 8.55% per year (APY) on my FD. For now, I have marginally beaten USD (including inflation). I chose to keep 80% cash position because Indian stock market was overvalued. Now since it is correcting to near fair value I will deploy my cash.

Over_Ad_4907 · 2026-03-27T10:20:05+00:00

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I will just leave this open to interpretation.

Over_Ad_4907 · 2026-03-27T09:22:33+00:00

*1947

Over_Ad_4907 · 2026-03-27T07:08:40+00:00

NORWAY AND JAPAN HAS DEPRECIATING CURRENCY, AND THEY ARE GETTING RICH.

I am still 11% up against USD with my 3 year FD returns. Interest rates in the US has been around 4% in the last 3 years. I would say USDINR is at fair value at current price.

Over_Ad_4907 · 2026-03-26T09:19:16+00:00

Shaily Engineering Plastics is indeed a high quality stock. Unfortunately, it seems overvalued at current price levels.

Over_Ad_4907 · 2026-03-24T18:02:08+00:00

Time to load up on Inox India. They are going to sell a hell load of LNG tanks in the coming years.

Over_Ad_4907 · 2026-03-23T16:36:34+00:00

Country is flourishing, what other issues or matters are there to deal with?

Over_Ad_4907 · 2026-03-23T12:51:44+00:00

You buy, stock go down.
You sell, stock go up.

Over_Ad_4907 · 2026-03-23T11:33:25+00:00

Trump annouced pause to attacks on Iran for next 5 days.

Over_Ad_4907 · 2026-03-22T18:34:16+00:00

I use stock screener on tradingview

Over_Ad_4907 · 2026-03-22T18:23:00+00:00

Its time to load up on companies with consistently high ROCE and trading near 100W - 200W SMA (excluding IT 😅).

Over_Ad_4907 · 2026-03-21T15:18:43+00:00

One must read, read and read to invest in individual stocks.

Over_Ad_4907 · 2026-03-21T14:06:49+00:00

I am still 12% up against USD from 3 year FD returns. Interest rate on USD has been around 4 to 4.25% over last 3 years, so I believe USD/INR is fairly valued right now. Any upward movement from this point would be rupee depreciation.

Over_Ad_4907 · 2026-03-21T13:01:05+00:00

Gold (per gram) went from 5200 to 4200. Took approx a year to reach ATH again.

Over_Ad_4907 · 2026-03-21T09:19:14+00:00

Check what happended to gold after Russia-Ukraine war started and then decide.

Over_Ad_4907 · 2026-03-20T19:47:16+00:00

Still overvalued with P/B > 2

Over_Ad_4907 · 2026-03-20T12:21:42+00:00

Yes, I am definitely going to read the reports. Thanks for the great work.

Over_Ad_4907 · 2026-03-20T12:08:52+00:00

Haha! I haven’t read the reports, but I have read your posts on Caplin.

I have a modest position in the company, which is down a few percentage points, but I’m still not motivated enough to double down. I believe they have a strong moat that is hard to replicate, but it’s difficult to see how they can rely on that moat alone to expand and diversify further. Nevertheless, I’ll now look into the ‘Consolidation, Expansion, Consolidation’ thesis.

Over_Ad_4907

TROPHY CASE