Gaurav @gaurav_dayzero

day zero, zen mindset, Powerful investing, I teach to learn. Delhi Joined June 2011

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Gaurav @gaurav_dayzero

a week ago

Time and location are critical determinants of success. Despite the widespread presence of contract manufacturers in the US, such as SCI in the 1990s, very few remained by the end of the decade because of developments taking place far away in China. Cheap labor and land, combined…

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Gaurav @gaurav_dayzero

a week ago

What a country! Take some from India!

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Gaurav @gaurav_dayzero

2 weeks ago

Every business in the world is : “A promoter sitting atop a business model using its net-worth to generate an ROE.”

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Gaurav @gaurav_dayzero

2 weeks ago

2 paths to sustained outsized returns: 1. Value chain Domination/Power bought at a reasonable price. 2. Micro or Macro change led future ROE expansion bought at a reasonable Price.

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Gaurav @gaurav_dayzero

2 weeks ago

Platforms like Zepto, Blinkit, Swiggy, and Urban Company, which rely heavily on personnel, have become a boon for the Indian government. By absorbing a large number of unskilled young workers into gig roles, they provide crucial livelihood opportunities. Without such outlets,…

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Gaurav @gaurav_dayzero

3 weeks ago

Mediocre companies focus on growing their earnings. The great ones focus on compounding capabilities that in turn yield great earnings. The latter creates an enduring anti-fragile organisation.

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Gaurav @gaurav_dayzero

7 months ago

Focussing straightaway on the PnL or balance sheet numbers of a company takes away from an unbiased analysis of the business model. Don’t let the numbers prime you. Sometimes they hide more than they reveal.

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Gaurav @gaurav_dayzero

7 months ago

“Finite games are played to WIN, Infinite games are played to PLAY. The work is the reward”

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Gaurav @gaurav_dayzero

3 weeks ago

Great businesspeople focus on building assets that reward them over the long term. Even an EPC company, though it may not appear to build tangible assets for itself, can be a true asset builder. If it excels in its projects and retains a skilled team, it cultivates valuable…

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Gaurav @gaurav_dayzero

3 weeks ago

For the stock to do well, the company behind it has to win the battles it finds itself in. Choose companies that aren't involved in fierce battles, Invest behind easy pickings.

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Gaurav @gaurav_dayzero

3 weeks ago

A successful investment strategy is one that not only delivers during good times but also protects you during periods of turmoil.

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Gaurav @gaurav_dayzero

3 weeks ago

Question: "Is this company a proprietor of a thoughtfully and painfully built asset in the form of a robust and enduring business model that functions under any circumstances ? , Or Is it just a passive fortuitous participant in a gold rush that will end sometime in the not so…

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Gaurav @gaurav_dayzero

3 weeks ago

You want to invest in a company that delivers "Material" benefit to its customers. Materiality partly also helps ascertain the robustness of its business model. If the benefit is not material, the company becomes dispensable to be replaced easily by another without impacting the…

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Gaurav @gaurav_dayzero

3 weeks ago

Learnt today that the much celebrated exports of pharmaceuticals from India to USA in value terms are lower than pharma exports from Singapore to USA. Incredible!

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Gaurav @gaurav_dayzero

4 weeks ago

That slick communication of the promoter will not come to your rescue during bad times. What will? The superiority of his business model vs competition and the margin of safety you insisted on before buying in.

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Gaurav @gaurav_dayzero

4 weeks ago

Businesses that don't have internal cash generation, depend on the kindness of strangers to bail them out in tough times. The true test of a durable business is its ability to fund itself through storms.

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Gaurav @gaurav_dayzero

4 weeks ago

In a bear market, there are no lifeguards on duty. The only thing keeping you afloat is your "Margin of Safety" Your only true friend in investing!

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Gaurav @gaurav_dayzero

4 weeks ago

Do not buy earnings guidance! Buy business Models! The model determines the sustainability of the guided earnings.

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Gaurav @gaurav_dayzero

a month ago

A great read KAPUT, throws light on how the sun is setting on a much celebrated Germany because of its diabolical policies over the last few decades. A country that created almost single source dependencies on foreign powers. Energy: Russia. Markets: China Defence: US.