Chat Log      C:\Users\w.

memon\OneDrive - Marcura\Documents\ChatLog ERA_44

Business Model Ranking 2021_08_16 17_31.rtf

Rajesh Mehta (to Everyone): 3:58 PM: Good afternoon

Krishnamoorthy (to Everyone): 4:02 PM: Good Afternoon everyone
thiyagarajan (to Everyone): 4:03 PM: Yes Sir.
wajid memon (to Everyone): 4:03 PM: y
Prashant (to Everyone): 4:03 PM: Yes
Rajesh Mehta (to Everyone): 4:03 PM: Hello sir
RAHUL GUPTA (to Everyone): 4:03 PM: Y
Rajesh Mehta (to Everyone): 4:03 PM: yes
Urvi P Bhatt (to Everyone): 4:03 PM: Good evening yes
Ranadeep Saha (to Everyone): 4:03 PM: Yes
Ranadeep Saha (to Everyone): 4:07 PM: No sound
Rajesh Mehta (to Everyone): 4:07 PM: no
Rajesh Mehta (to Everyone): 4:07 PM: clear
Jatin Mehani (to Everyone): 4:07 PM: Nope
Vidhyanand (to Everyone): 4:07 PM: no
Akhil Babu (to Everyone): 4:07 PM: no
Dr. Bhagyalakshmi Venkatesh (to Everyone): 4:07 PM: can hear you
Vidhyanand (to Everyone): 4:07 PM: its audible
Jatin Mehani (to Everyone): 4:11 PM: But sir our entry and execution should be based
on technicals right ?
Jatin Mehani (to Everyone): 4:12 PM: Yeah everyone goes on buying in bull market   
and just one correction panics them like hell !
K.L.N.Vara Prasad (to Everyone): 4:13 PM: How to do research on sunrise companies
or sectors?
If we do that do we have the first move advantage ...
Pramod Pujari (to Everyone): 4:15 PM: how much maximum stocks we can hold
Dr. Bhagyalakshmi Venkatesh (to Everyone): 4:20 PM: Can you maximize the
powerpoint screen, please?
Pramod Pujari (to Everyone): 4:20 PM: B2b better or B2C
Dr. Bhagyalakshmi Venkatesh (to Everyone): 4:20 PM: thanks
Jatin Mehani (to Everyone): 4:30 PM: But sir looking at previous data I have observed
sector considering auto pharma PSU metals energy and all I have observed they run in a
cycle such as few months before metal was at low and not at high at that time energy
was at high and now at low I have observed this cycle goes on running and currently
looking at PSU bank and energy at low
Ranadeep Saha (to Everyone): 4:45 PM: 0 to 1
thiyagarajan (to Everyone): 4:45 PM: 100 to 1 peter teil
thiyagarajan (to Everyone): 4:45 PM: 600x
thiyagarajan (to Everyone): 4:46 PM: 120X
Karan Sharma (to Everyone): 4:46 PM: 870x
Ranadeep Saha (to Everyone): 4:46 PM: What you are asking
Dr. Bhagyalakshmi Venkatesh (to Everyone): 4:46 PM: All standard buinesses which
people use on a daily basis: Banking, FMCG, Internet companies like Alphabet...are good
sectors to invest?
wajid memon (to Everyone): 4:46 PM: there are many where we made loss as well. we
work etc
wajid memon (to Everyone): 4:48 PM: when stock is listed in the secondary market.
what you think it fall under Early, growth or mature, % ?
Aayushi (to Everyone): 4:51 PM: Can good fundamental analysis be made in early stage
companies, when they have been existing for short period till now and if yes, can It
stand as a base (with qualitative analysis ) to invest despite being loss making early
stage company
thiyagarajan (to Everyone): 4:52 PM: How to invest in india in such start up?. As
normal investors ?
thiyagarajan (to Everyone): 4:53 PM: before lisitng?
thiyagarajan (to Everyone): 4:53 PM: i meant
Aayushi (to Everyone): 4:53 PM: okay. thanks.
Pramod Pujari (to Everyone): 4:56 PM: wht are signs of mature or declining
companies/ industry so we can exit early
Dr. Bhagyalakshmi Venkatesh (to Everyone): 4:59 PM: Mature means it has sizeable
business but year on year growth is less. But the Revenue is high. It has nothing to do
with GDP
Jatin Mehani (to Everyone): 4:59 PM: But declining are the ones which will be inclining
ahead right
Dr. Bhagyalakshmi Venkatesh (to Everyone): 4:59 PM: Your expalnation was wrong.
Check your facts
Dr. Bhagyalakshmi Venkatesh (to Everyone): 5:01 PM: Check what you have written
on your summary sheet against Mature
Jatin Mehani (to Everyone): 5:01 PM: As you said oils are the declining ones right and
declining sectors are the one which can be leading market in fut right ?
Dr. Bhagyalakshmi Venkatesh (to Everyone): 5:03 PM: That does not make it mature.
Dr. Bhagyalakshmi Venkatesh (to Everyone): 5:03 PM: Leave that there
Pramod Pujari (to Everyone): 5:05 PM: maturemight have reached peak market share
Ranadeep Saha (to Everyone): 5:09 PM: Cyclical?
Ranadeep Saha (to Everyone): 5:09 PM: ok
wajid memon (to Everyone): 5:10 PM: time to take water break :)
Deepak Phogat (to Everyone): 5:14 PM: is it me or there is an voice problem ??
Vidhyanand (to Everyone): 5:14 PM: sound is crystal clear
Deepak Phogat (to Everyone): 5:15 PM: might be there is some fault from my side
Deepak Phogat (to Everyone): 5:15 PM: thanku
K.L.N.Vara Prasad (to Everyone): 5:17 PM: Air condition is seasonal product in most of
the country ... More not required in hill stations
Pramod Pujari (to Everyone): 5:17 PM: in gulf its 100%
wajid memon (to Everyone): 5:18 PM: right
wajid memon (to Everyone): 5:19 PM: price
wajid memon (to Everyone): 5:19 PM: lowest
wajid memon (to Everyone): 5:19 PM: economy of large scale
wajid memon (to Everyone): 5:22 PM: GST
wajid memon (to Everyone): 5:29 PM: agree
thiyagarajan (to Everyone): 5:29 PM: hatsun Agro    - Daily, Colgate - 1 month, Cera -10
years
Pramod Pujari (to Everyone): 5:31 PM: daily products are convinience goods &
availability plays important role