저자: SundaraRamiReddy · 외국인
요약 보기
인도 투자자 Vijay Kedia의 성공 사례를 소개하며, 시가총액 200~500억 루피 소형주, 10~15년 경력 프로모터, 큰 시장 규모를 보는 'SMILE' 프레임워크를 제시한다. 트레이딩보다 가치투자가 장기적으로 유리하며 주식투자를 사업처럼 접근해야 한다고 주장한다. 기업 사례로 SpaceX 상장 가치(약 3조 달러)와 Amazon의 16년 만의 흑자 전환을 언급한다. 영상 말미에 오프라인 세미나 홍보가 포함되어 있다.
다듬은 글
It must be said that Sundarami Reddy, a personality trading name like Namaste Vijay Kediyar, has a sensational portfolio of his own. Hmm, how did his journey to success go? Because many people are afraid to get into trading, but unless you have some strength and understanding about it, you can't build such a big journey or such a big portfolio.
What happened in his case? Basically, his entire family is a background trading family. I mean, I came into trading at a very early stage, almost 19 years ago . They have a brokerage company called Kedia Securities. So their whole family was involved, so they had a good idea about trading. They started the game initially on a lot of speculation at a very tender stage.
But in the long run, they realized that making money through trading is very tough and very difficult to sustain, and at a later stage, they became value investors. Now his portfolio is almost worth 1700 crores. He changed 1700 crores to 35000, that is, 1700 crores. That's all he said. So he said that the technique they use is only smile and designed a framework.
Smile here means S should be in size small. S means small. Small and size means that even big company guys don't go to already established company guys. U means small companies, startup companies, small companies, they only invest in them, that is, the company's market capitalization should be between 200 crores and 500 crores.
Size is okay. Now, depending on that, you can tell me about Reliance's current size, which is 18 lakh crores. That company size is Reliance. What kind of company do they look after? They look after companies with 200 crores to 500 crores. If they want to invest, they don't go to big companies and don't invest in that much.
Yes, because it has reached growth maturity. This means that they are considered small in size, as there is a chance that they will grow very fast. Secondly, the promoters who run it should have good experience, that is, they should have medium-term experience, meaning they should have been running the company for 10 to 15 years.
Not only that, if someone in the youth sets up startup companies, they will trust them and invest in the business that they are already running with maturity minds. Third, those promoters must be very ambitious. Okay, that's not a small thing. Now imagine that the road is small, but the sea is big. You can do unlimited business at sea.
You can't do business on the road, there are limitations, right? And the promoters themselves only look at such things if they are ambitious on a large scale . This means that he would only invest in a small company if it was capable of scaling up experience management on a large scale . And the market size should be very large, the market size should be very large, and only then will he invest in such things.
That is called our Smile Framework. That is, if they say they will invest in a small business with a large scope, and they call it a scale strategy, then it means that for them, it will work at that time. What happens most of the time is that a strategy that worked in 1990 will not work in 2000. What worked in 2000 won't work out in 25 because the market is constantly moving dynamically.
Imagine Elon Musk's recently listed SpaceX. At one point in time, it was listed for 3 trillion, which means that the company's valuation is around 220 dollars. That is, 3 trillion, making it the top fifth largest company in the world. This is the year that has proven that even the biggest companies in the world can become the biggest companies without making a profit.
Now, if you told me the same thing 10 years ago, you would laugh. Everyone wonders why for-profit companies get so big because they think penny stocks and small companies are in losses. But what is the reason for companies to become so big even though they don't really make a profit? The real meaning of this is that business is not about profit, it's about the hope they give in the future .
They think it will be big in the future, so they invest from now on. Because it took Amazon 16 years to turn a profit . After Amazon was founded, when they established this company, they had an online book showroom, a bookstore, and Amazon, who would have thought that it would become such a technology company?
Yes, when Reliance was founded, it was a textile company . They sell textiles saying "Only Vimal". We can never guess what they will become in the future, even though they are now one of the biggest telecom companies in India . Yes, yes, but what's happening here is that he's putting his faith in Elon Musk, looking at his image or his branding, and saying that this company will definitely be big in the future .
No one knows what will happen to the Ela Mask tomorrow morning . That is, they are trusting one person. Think of Reliance here, even if it is not Ambani, it would have been there because they have already separated and turned to someone. So yes, even if it is a risky business, they say it is public.
Whatever the case, the ideas that existed in a decade at that time will change in the next decade. That is why, in the circumstances when these Cadias came, trading would have been good. From a speculation point of view, in particular, all of them made a lot of money from this scam. It is said that they made a lot of money by selling shorts while they were on that down train .
All that money has now been transferred to this value institution. But what we need to learn from all of them is that even though they may be Jinju or Damani, they have all been in the stock market since time immemorial, but over time they have realized that if you develop a good business, it is very easy to make money in the long term.
Trading is very tough, thinking all this, and everyone has become an initialist. They took a position within their company, and they took a huge position in the entire company. And now, think about this house. In which company does he have investments? One is in Atul Auto, and one is in Newland Laboratories, and one is in Elon Elcon Engineering, and one is in TAC Infosac.
Since this company is like a monopoly in that area, it will be good in the future. But they are definitely taking 2%, 5% and holding the positions for the long term. They are proving that stock market investment can be done as a business, just like in a very good career startup. They do fundamental research, talk to promoters at the ground level, talk to investors, talk to dealers, and distributors, and only after they feel comfortable do they take a position in it.
They are proving that stock market investment can also be done as a business. They should not treat stock market investments as a separate business. The problem with starting a physical business is that you have to dedicate 24 hours to it . The entire family should be involved. You can't miss any meetings.
This means that personal life should be sacralized. Think of investments in the stock market as a business and you can take a holiday whenever you want. Yours will continue to grow. It is very easy to maintain the next step . This is a kind of time frame . So what they have proven is that we can survive by investing in the stock market as our full-time, part-time, or passive income.
They have built a portfolio worth thousands of crores . They are planning to take it from a small amount of Rs 35,000 to lakhs of crores. They are a very popular and frequently interested person from KDR Securities. Very good information about valuation. Thank you sir. Hi, an offline webinar will be held in a one-day classroom environment .
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