Archives March 2022

At Wealthy Panda, we strongly believe that identifying great enterprises accompanied by great management is essential. Strong cash flow and high entry barriers are also extremely necessary in maximising wealth creation.

Today we share our strong beliefs in investing in a few great enterprises which have successfully transformed their journey from small businesses to big brands and delivered consistent business growth due to their bold belief and vision. Financial numbers are a reflection of management actions. While competent management can bring a company unparalleled success on the back of its vision and passion, an incompetent one may sound the death knell for the company. Similarly, when it comes to transforming a small business to a big brand, its management needs to march ahead with a bold vision and beliefs.

Bajaj Finance

1. One of the fastest wealth creators
2. Financial sector
3. Ethical and intelligent management
4. Unique business model
5. Low-cost infrastructure and risk management in place.
6. Generates massive cash from its business
7. Heavy investments into the technology platform
8. Loyal customer base
9. Strong return ratios
10. Well-positioned to ride the India growth in the coming decade

HDFC Bank

1. Crafted by Aditya Puri, ranked amongst the best CEOs of the world.
2. Financial sector
3. Ethical and intelligent management
4. Retail customer-focused bank
5. Strong risk management in place
6. Generates massive cash from business operations
7. Heavy investments into the technology platform
8. Loyal customer base
9. Strong return ratios
10. Well-positioned to ride the India growth in the coming decade

Titan Industries

1. One of the fastest wealth creator
2. Retail sector
3. Ethical and intelligent management
4. Unique business model, the high entry barrier
5. Strong return on capital employed and bonus track records
6. Generates massive cash from the business
7. Innovation across the board functions.
8. Sticky customer base
9. Strong return ratios
10. Well-positioned to grow business due to high disposable income of Indian middle class in the coming decade

Asian Paint

1. A strong track record of sharing the wealth with stakeholders in the last two decades
2.   Retail sector- controls 50%+ of retail paints market in India
3.   Ethical and intelligent management
4.   Unique business model, the high entry barrier
5.   Strong return on capital employed and bonus track records
6.   Generates massive cash from the business
7.   Innovation with the launch of premium products
8.   Very strong brand positioning
9.   Strong return ratios
10.   Well-positioned to grow business due to high disposable income of Indian middle class in the coming decade

Relaxo Footwear

1.  Strong track record of sharing the wealth with stakeholders in the last two decades.
2.   Retail sector
3.   Ethical and intelligent management
4.   Use to be OEM of Nike
5.   Strong return on capital employed and bonus track records
6.   Generates massive cash from the business
7.   Innovation with the launch of premium products
8.   Very strong brand positioning & focus on exports
9.   Strong return ratios
10.   Well-positioned to grow business due to high disposable income of Indian middle class in the coming decade

As we are stepping into new year , lets resolve that we will make massive money through our disciplined investment approach and innovative ways of research.

People change the game.

Do we all agree ? If not , lets understand through example :

1) Steve Jobs turned game at Apple. 

2) Warren buffet changed investment rules game at Berkshire Hathaway

3) Bill Gates at Microsoft

4) Jeff Bezos at Amazon

5) Elon Musk at Paypal and now Tesla 

I believe these are superior investment opportunities available to  all of us . So why we are searching inferior business to make quick returns and in a process loose our hard earned money .

Lets look at examples in India :

1) Aditya Puri of HDFC Bank

2) Deepak Parekh of HDFC Limited

3) Bhaskar Bhat of Titan Industries 

4) Ashwin Dani of Page Industries

5) Sanjeev Bajaj of Bajaj Finance

6) Narayan Murthy & Nandan Nilekani of Infosys Technologies.

Relaxo Footwear, Page Industries, Dr Lal Path Labs may more such examples.

At Wealthy Panda , we are in search of these great enterprises in the right industries managed by ethical management team.

Our logo is simple Believe in the best, leave the rest. Capital protection on the top most priority. Control our greed and to have a disciplined investing approach.

Happy Investing

By 2025, India’s current 2.7 trillion-dollar economy will undergo a strong growth trajectory and chart out to a 5 trillion-dollar economy. Therefore, we strongly believe that is the best decade in India’s history to create wealth.

Our investment principle is ingenious. Firstly, the main focus is to protect capital by investment in promising businesses. Then we will share our experience of thorough research and business analysis and through the Indian Equity Market. We will invest in industries and companies that work in an ethical manner and have moral business values.

Our philosophy says profit is the outcome of systematic and well-structured businesses. We have improved our strategy to identify such businesses by earning the hard way. We focus on sustainable and consistent revenue growth, earnings and free cash flow of high quality.

We confirm our research by finding out whether the powerful hands of legendary investors / institutions are backing the company in question. Furthermore, we give higher weightage to companies with a proven track record.

Equity market investments typically yield high returns, particularly if invested in over longer periods of time. However, such investments are characterized by a high degree of price volatility in the short term. The volatility in our markets, particularly in the nineties, reflects noticeable shifts in the nature of the Indian economy, with the services sector gaining increasing importance.

This fundamental change in the Indian economy due to GST implementation, demonetization, attracting foreign investments due to corporate tax rate cuts and global factors has resulted in a dramatic change in the nature of our stock. In particular, markets with the services sector, including technology, have assumed graeter importance.

Nobody can predict the short-term fluctuations of the market. They are news-driven, depend on market sentiment, expectations rumor and competitive activity.  Also, they are comprised of a host of different investors. For example, algorithm trading is a key example of these short-term market fluctuations.  In addition, there are large institutions, such as fund institutions, and fund managers, as well as companies, brokers and individual investors. Despite this, over the long term, markets have the potential to do well

Wealth Model 2025? Our Advice “Believe in the best leave the Rest”. We have devised a unique wealth model for 2025 through our unique 25 years of experience in Indian equity market investment. We have selected companies run by great leaders and in the right sectors and have performed exceedingly well in thick and thin times above all have high governance levels.

Please contact us at Stanley@wealthypanda.co.uk (www.wealthypanda.co.uk) and we will be happy to discuss and share our knowledge with you to create significant wealth in the coming 3, 5 and 10 years.

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