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📈 Market Kya Lagta Hai
Nifty 50 🔻 -0.38%
Midcap 150 🔼+2.00%
Smallcap 250 🔼 +2.36%
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Sectors in Focus
Major Corporate Developments This Week
- Avanti Feeds: Frozen shrimp dominates India’s seafood exports at USD 5.17 b, for a share of 43.67% in quantity and 69.46% of the total dollar earnings || US & China are lead imports
- Brigade Enterprises: Co launches residential project ‘Brigade Lakecrest’ beside Bhattarahalli Lake on Old Madras Road, Bengaluru || Co says projected revenue potential of project is over Rs 950 cr
- Adani Ports: Co announces groundbreaking of its logistics park in Kochi
- Yes Bank: RBI approves SMBC to acquire up to 24.99% stake in bank || RBI has further clarified that post acquisition SMBC would not be treated as a promoter of the bank
- Wardwizard Innovations: Co and Battery Smart partner to revolutionize the EV market with swappable battery technology
- Max Healthcare and Interglobe Aviation: To be included in Nifty 50 || IndusInd Bank and Hero Motocorp to be excluded from Nifty 50 || Changes in Nifty 50 shall become effective from September 30
- Star Cement: Star Cement North East declared preferred bidder for limestone block
- Kingfa Science and Techn: Co to issue shares worth up to 5b rupees
- JNK India: Co secures significant order from promoter JNK Global for design & engineering support on refinery cracker furnace project in India; execution by Dec 2027
- Brigade Enterprises: Co signs long-term lease for 7-acre mixed-use development on Chennai’s OMR, to feature 1 mn sq. ft. Grade A offices & 5-star hotel
- Titagarh Rail Systems: Co wins order worth 4.7b rupees
- Lokesh Machines: DGQA grants registration certificate for defence manufacturing
- Centrum Capital: Co to sell entire stake in Centrum Housing Finance to Weaver Services for rupees 430 cr
- INox Wind: Co completes rupees 1,249.33 crore rights issue with allotment of 10.41 crore equity shares
- Titagarh Rail Systems: Co secures ₹467.25 crore LOI from GRSE for construction of two research vessels for Geological Survey of India
- GMR Airports: Co board okays fund raise up to ₹5,000 cr; approves SPV for Cargo City project at Delhi Airport
- PTC Industries: Co bags ₹110 cr order from Brahmos Aerospace for supply of critical titanium castings; execution timeline 24 months
- Goldiam International: Co raises 2.02b rupees via QIP
- Jash Engineering: Co expect to cross 12.50b rupees turnover by 2029-30
- Jupiter Wagons: Co wins order worth 215 cr rupees for Vande Bharat wheelsets
TechnoFunda Investing Quote from Legends -
Jeremy Grantham's quote highlights a key psychological bias in human behavior—our tendency to react more quickly and intensely to fear than to rational analysis or historical patterns. In the context of investing, this means that even when data shows markets recover over time or certain strategies work consistently, investors are more likely to panic and make impulsive decisions during market downturns due to fear. Essentially, emotional triggers like fear often override logical thinking and historical perspective, leading to short-term, reactive behavior.
📚 Book I'm Reading This Week
The Great Mental Models Volume 1: General Thinking Concepts by Shane Parrish and the Farnam Street team is a practical guide to improving decision-making and critical thinking by mastering foundational mental models. The book introduces timeless concepts drawn from disciplines like physics, biology, and philosophy, such as first principles thinking, inversion, and second-order consequences. By internalizing these models, readers can develop a clearer, more structured way of approaching complex problems, making better choices in both personal and professional life. It's the first installment in a series designed to help readers build a latticework of mental models for clearer thinking and smarter living.
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TechnoFunda 101 - Power Capsules
Learn technical as well as fundamental concept in a simple way
The Flywheel of Wealth
What is a Flywheel?
A flywheel is a powerful metaphor popularized by Amazon. It's a self-reinforcing loop where each element strengthens the others, driving continuous growth. Amazon’s famous flywheel focuses on lower prices, improved customer experience, and increased traffic, leading to more sellers, better selection, and thus further fueling growth.
Introducing the Flywheel of Wealth
Taking inspiration from Amazon’s concept, we have the "Flywheel of Wealth"—a continuous loop designed for personal financial growth, built around fundamental investing practices and behavioral insights.
Components of the Flywheel of Wealth:
1. Wealth at the Core: At the center lies your wealth creation goal, driving the entire process.
2. Action Taking: Fundamentals, Technical Analysis, and Psychology: Consistent action based on solid investment fundamentals, technical signals, and psychological discipline improves your investment efficiency.
3. Building and Fine-Tuning Investment Systems: Creating robust investment systems and continually refining them ensures systematic, disciplined investing.
4. Asset Allocation and Risk Management: Regularly adjusting your asset allocation and managing risk by adding winners and cutting losers optimizes returns and safeguards your capital.
5. Portfolio Construction and Reflection: Actively building your portfolio and reflecting on your actions through an investment journal leads to continuous learning and improved outcomes.
6. Capital Appreciation and Reinvestment: Generated portfolio returns are reinvested for enhanced capital appreciation, compounding your wealth exponentially.
7. Learning Mindset and Continuous Improvement: Embracing a lifelong learning mindset, regularly upgrading your investment skills, and using effective tools leads to further improved efficiency and effectiveness.
How it Works:
Each step in the Flywheel reinforces the next. As you improve your investing systems, your actions become more efficient, producing better returns. Improved returns allow for better risk management and more informed reflections, further enhancing your capital growth. This capital is reinvested, increasing your wealth and reinforcing your learning mindset. Over time, this continuous reinforcement creates exponential growth—much like a flywheel gathering momentum.
In essence:
- Consistent Actions → Better Systems → Optimized Risk and Allocation → Capital Growth → Reinvestment and Reflection → Continuous Learning and Improvement
Harnessing this flywheel framework can empower you to steadily build substantial wealth over time.
🎙️ My Weekly Podcast For You
Keep Compounding...
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Vivek Mashrani, CFA
Founder, TechnoFunda Investing
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