Long back, I had done a study of new IPO listings.

Whenever, listing is well abv the issue price, and it never comes back below the issue price.....majority of those stocks are long term multi baggers

One example - Maruti issue 125, listed 165.....high near 10000.

3iInfotech

#returngift

pls check the chart yourself and identify a suitable SL;

This is NOT for short term

#number2

SubexLtd

preferably on dip

Too many ppl want to trade in Options without knowing which stocks are 'CONSISTENTLY LIQUID' in options.

Both words important -

'CONSISTENTLY'
'LIQUID'

Please stick to the front line stocks for trading in Options;

giving a list below of such stocks
(can be a few more too)

zomato reports larger loss than previous quarter

analyst prepping for concall: sir, what is the reason for the loss with rebound in sales and expected operating leverage.

zomato: sorry we don’t hold concall

I will never invest in Paytm, Policybazaar or Fino. Why?

What is their USP?
Convenience, Options and User friendly way to buy loan, wealth management and insurance products.

If you go to ICICI or Kotak app, it offers all the products with same USP. So there is no MOAT.

#PayTmIPO – Long Thread:
There is a new game in town. The rules are “well laid out” by VCs – Report just 3 yr financials, blame flat sales since 2019 on covid, pick consultants to project fancy story, price IPO at 45 times sales, create scarcity of “limited offer” of 12% shares”

12% stake sale ~matches the “principal investment” by VCs. Oh, by the way, get some tranches of funding just before IPO that values your company closer to issue price. It’s like you buying your own house again for 2x price. May not work for you but somehow seems to work for VCs.

Now rope in mutual funds with 75% of this scarce offering (SIP money will go somewhere after all) & leave retail scrambling for 2.5% stake of a brand that is now a “household name”. Get brokerage firms & YouTube advisors to keep pumping story with same broken records from DRHP.

Vola ! You have launched a successful IPO. With principle off the table, you still have 88% ownership to be gradually transferred overtime to domestic mutual funds, riding on retail (other peoples) money.
They say “a fool & his money will always be parted”.

Everyone rewards excellence & those are rare. Internet is about winner takes all, where one or 2 players dominate the entire industry.
But who rewards mediocrity? Well, enter #PaytmIPO. If Infosys & TCS were a bet on excellence, Paytm is a bet on mediocrity. We’ll see how.

BOOKMARK THIS MESSAGE

Causes of Rejection of Application in IPO:

-Never apply more than 1 appl
-PAN in Bank and PAN in Demat shd be same
-Never select Cut Off in HNI appl
-Always Select Cut Off in Retail
-Approve UPI mandate timely
-Demat shd be in Active mode

Anything else ?

zomato’s mcap = 70k cr
if you are a value investor, as per buffett’s logic of good price -> zomato must earn 7,000 cr to 8,500 cr pre-tax profit by fy 27
(actually more as India’s cost of equity is higher)
zomato peak sales 2600 cr

lot of dumb ppl have commented shit despite a mention “if you are a value investor..”