We bring you the business analysis of Confidence Group, wherein we’ll analyse the green fuel wars between LPG and CNG. We’ll discuss the concepts of Transitional Multibaggers vs Structural Multibaggers.

Intro: Mental Model 

Confidence Petroleum 

Business Segment 1: Cylinder Manufacturing 

Business Segments 2 & 3: LPG Bottling & Retail 

Business Segment 4: Auto LPG Stations

SOIC Accelerator Pitch 

Risks & Valuations Mental Model: Catch 22 Situation 

Mental Model: Signalling 

Hosted by Krishna Bahirwani, Sahir Sachdev & Delhi Investors Association  

Twitter Handles: @ishmohit1, @soicfinance, @BahirwaniKrish, @dadalife369 & @Delhi_Investors  

"An initiative to help all retail investors by providing recordings of ace investors from various sectors, taken from multiple spaces so that anybody can listen to them anytime."-Wealth Podcasts

Mr. Samit Vartak is the CIO at SAGE one investment advisors, is probably one of the sharpest minds in the country when it comes to investing in the Indian context. He has made multi-baggers not only in one or two sectors, but in several. At SOIC, he is one of our mentors, and recently we got the opportunity of interviewing him. It was an absolute honour, hope you find value in this podcast. :) 

Chapters:  

Club House name: Investors India 

Time stamp credits: https://mobile.twitter.com/investmentbook1

Follow: investment books on twitter for awesome book recommendations!

Scalability & its Types of Scalabiility (case studies)

Transient Multibaggers vs Structural Multibaggers

Case 1: Wingstop & Domino's (QSR) 

Case 2: Atul Auto & Mayur Uniquoters 

Case 3: Evolution Gaming 

Case 4: IEX 

Case 5: MSCI 

Theme 1: Proxy to CapEx China+1 Trend 

Theme 2: Ntural Gas Stations Expansion 

Theme 3: China+1 Trend  

Theme 4: Healthcare & Hospital Sector 

Pharma & CDMO sectors  

Theme 5: Internet Oriented Sectors 

Theme 6: Financial Sector  

 Case 7: Internet Oriented Sector  

Case 8: Financial Sector 

Conclusion

Best Book on Business Strategy & Case Studies 

Everyone Make Mistakes & Case Studies

Poker's Correlation with Investing

How to Make Money in Stocks? 

Importance of Building a Value Chain

Mental Model: Toasters

Lesson 1: Delayed Gratification

Lesson 2: Mr. Market & Volatility

Lesson 3: Journaling Is A Powerful Tool Of Self-Reflection

Lesson 4: Pattern Recognition

Lesson 5: Compounding Of Goodwill

Real wealth is created when you're able to catch and ride a fast grower when it is reporting abnormal growth for a period of time.  Let's understand the business model, industry structure, competitive advantage and  growth prospects of a company that is not known to many in the chemical space.

Important Mental Model

Understanding Value Chain & Products

History & Everything about MCC

Competitive Landscape

Competitive Advantages & Manufacturing Process

Key Financials, Thesis Pointers & Valuations

Anti-thesis & Closing Comments

Real wealth is created when you're able to catch and ride a fast grower when it is reporting abnormal growth for a period of time.  Let's understand the business model, industry structure, competitive advantage and  growth prospects of a company that is not known to many in the chemical space.