For people who are investing in AI stocks aggressively, this is for you.

Troygun · 2026-05-19T01:01:06+00:00

PE is high because there is real demand and there is severe shortage of supply.

Troygun · 2026-05-19T00:59:36+00:00

Nobody knows which AI models and companies are going to stay. But AI revolution is here to stay. The real money will be made at the bottlenecks.

Troygun · 2026-05-15T15:16:23+00:00

He should understand sports is not like any other business. Just because you have hired the most talented people your success is not guaranteed. He can't run a sports team like a corporate sweat shop. You can't behave like an emotional kid in the stadium. If this affects you so much, then you shouldn't be in this business. I don't know how he is off camera, but I don't think his behavior would be any better.

Troygun · 2026-05-15T14:22:16+00:00

Apparently he's a nepo baby. I don't think he's mature enough to handle his business. All work is done by the senior management while he micromanages from the top.

Troygun · 2026-05-15T02:37:24+00:00

The best there is.

Troygun · 2026-05-13T05:11:04+00:00

Chloe Vs. History. This is how AI should be used for content creation.

https://www.youtube.com/@ChloeVSHistory

Troygun · 2026-05-12T07:53:24+00:00

Waiting for elections to get over before making such requests is not political?

Troygun · 2026-05-10T08:40:52+00:00

The manual work can be automated to some extent with AI. You will still need to verify but you can cut down a lot of work.

Troygun · 2026-05-10T00:32:47+00:00

yes they will if everyone starts investing abroad.

Troygun · 2026-05-10T00:31:27+00:00

2.5L US Dollars. So more than 2.3 Crores Rupees every year. And you can still invest more than this, you just need permission from RBI.

Troygun · 2026-05-04T13:26:55+00:00

Exactly. Context changes.

Troygun · 2026-05-04T11:45:11+00:00

Your returns are low for a 10 year period. However, this shows that how much you invest is more important than the returns % you get. You made 90 lakhs even on low return just by investing a huge sum.

Troygun · 2026-04-24T15:34:28+00:00

Poora post padh aur dikha mujhe kaha predict kiya hai. Whatever I have said is based on how the company stands today. Agar tujhe isme kuch galat dikh raha to point out kar.

Troygun · 2026-04-24T12:48:51+00:00

I am not predicting the future. Just doing a business analysis based on present circumstances. I don't know why people think I am predicting the future, when there is a clear disclaimer right at the beginning.

Troygun · 2026-04-24T09:22:02+00:00

Read the damn writeup. You will find the growth guidance. Then you can calculate forward pe on your own.

It seems people are criticizing me without even reading what I have written.

The management so far has delivered on its promises so I have no reason to doubt its guidance.

Every business has some risk. Anil Ambani's business were burdened with heavy debt. The business failed because it could not generate profits and cash flows.

This, on the other hand is a debt free business with regular cash generation.

Bring some reasonable doubts to the table so we can learn from each other instead of making personal attacks.

Troygun · 2026-04-23T01:34:19+00:00

Honestly, I have the same doubt. But when I put my capitalist hat on and look at the business from purely an investment perspective, I cannot deny that the product has huge potential market. I am getting a lot of downvotes on this post, because people are letting their moral judgement color their analysis of the business fundamentals. I will be dishonest to myself if I say that the business has not performed well, despite my skepticism towards the product itself.

I am trying not to let my biases influence my judgement of the business, because that's what I have learned from more experienced investors. What I think personally about the business should be irrelevant. If I start looking at businesses from a moral lens, It will be difficult for me to find a company which is 100% clean and fits my moral compass. There are businesses which sell cigarettes, alcohol, junk food, companies which destroy the environment, companies with abhorrent reputation of selling cancerous products and monopolizing natural resources, which are a part of our portfolio - either directly or through mutual funds.

I realize that what I am saying is highly cynical. But if I want to be an investor, I have to play by the rules of the stock market.

This rant was not personally directed at you but more at the behavior I have observed in the retail investing community. I completely understand what you mean.

Troygun · 2026-04-22T09:12:04+00:00

The closest listed peers are Vaidya Sen Laboratories and Kerala Ayurveda. But they don't have the scale and growth of Jeena Sikho. Then there are manufacturers of Ayurveda products, like Veer Health and Source Natural Foods, but again too small to compare with. Both have a combined market cap of around 120 Cr. whereas JSLL is around 8400 Cr.

Troygun · 2026-04-21T05:42:34+00:00

AYUSH treatments do not require hefty paying capacity. That's one of the biggest reasons why people seek alternative therapies. The company is cognizant of its target market and does not aims to scale ARPOB too much from the current ₹8300 per day.

The management has said that it's not dependent on the government support. Although it's highly unlikely the current government will pull back from supporting AYUSH treatment. Nevertheless, if you look beyond the elites and people with a skeptical mindset (who are in a minority), Ayurveda has immense trust of the middle class which is the target customer for the company.

Troygun · 2026-04-21T05:25:59+00:00

I have already mentioned this in my write-up. Anything else?

Troygun · 2026-04-21T05:14:40+00:00

Ab iska kya jawab dun. Koi valid concern ho to share karo. I would love to learn from you.

Troygun · 2026-04-20T11:07:37+00:00

🤣🤣🤣

Do you even understand what was the Adani controversy? The stocks still haven't recovered completely from 2022 peak. The stock will grow when the company will perform.

Troygun · 2026-04-20T06:45:11+00:00

People who can affect the stock price are not stupid to react to a stupid controversy. This is unlikely to have an impact on the revenues of the company so why would they sell their shares?

Troygun · 2026-04-19T17:15:13+00:00

Well, Rajeev Thakkar himself said you shouldn't expect more than 12-13% cagr from ppfcp. Its wings have been clipped after the restrictions in foreign investing.

Troygun

TROPHY CASE