The Sleeping Town of Coca-Cola Millionaires Dear Investor,   In the quiet town of Quincy, Florida, an extraordinary wealth story unfolded—one that remains a timeless example of the power of long-term investing.   During the Great Depression when Dow Jones corrected 89%, a local banker urged residents to invest in a company few could ignore: Coca-Cola. …

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End of an Era: Warren Buffett Announces Retirement Warren Buffett, the ‘Oracle of Omaha’, has officially announced his retirement, marking the close of one of the most remarkable careers in global financial history. Over six decades, Buffett transformed Berkshire Hathaway from a struggling textile firm into a $900 billion conglomerate, making it one of the most …

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It is with great pleasure that we present the third edition of our Annual Outlook. This edition ‘The World Turns Inward’ is inspired by how geopolitics is reshaping the global landscape. The Trump is back in the White House and his focus is on “Making America Great Again” through the use of tariffs and prioritizing local …

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Early Exits, Lost Billions We all admire legends like Mark Zuckerberg, Warren Buffett, Steve Jobs, and Elon Musk for building billion-dollar empires. Yet, behind their success lies a lesser-known truth: they didn’t do it alone. Each of them had co-founders or partners or investors who were part of the journey but exited the stage too soon, …

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The Most Successful deals of all time Facebook bought Instagram In 2012, Facebook bought Instagram for $1 billion, which added $153 billion to its market value.   In 2023, out of Meta’s total revenue of $134.9 billion, Instagram’s contribution was $39 billion at approx. 29% EBay bought Paypal In 2002, eBay bought PayPal for $1.5billion …

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Who moved our markets? It is an indisputable fact that stock prices are driven by liquidity in the short term and fundamentals in the long run.   India’s NSE 500 is one of the best-performing market in the world. We decoded who moved the markets over the last four years: COVID Strikes: February 2020 to …

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Welcome to the ‘Everything Rally’ Investors have been riding what can best be described as an “everything rally”. Not only have U.S. and Indian stocks soared to new highs, but other asset classes like Cryptocurrency and Gold have also climbed to fresh records. A tally of investment gains in the past 12 months (1st July …

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NVIDIA’s Meteoric Rise NVIDIA, a leading name in the tech industry, has recently achieved a significant milestone by surpassing Apple to become the world’s second-largest company by market capitalization (for a brief period). This remarkable achievement reflects not only the company’s impressive stock performance but also its strategic positioning and innovative prowess in key technology …

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Starbucks is not just a coffee shop, and McDonald’s isn’t solely a burger-selling chain When we think of Starbucks and McDonald’s, our minds typically conjure images of coffeehouses and fast-food chains. However, there’s more to these corporate giants than meets the eye. Their innovative business models redefine the traditional notions of their industries. Starbucks:   …

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Japan’s Nikkei 225 completes a roundtrip after 34 years The Nikkei 225, an index encompassing the top 225 Japanese companies, has recently surged to levels not seen since 1989. This resurgence is noteworthy given the historical context surrounding the index’s previous peak. On December 29, 1989, amidst Japan’s economic boom years, the Nikkei achieved an …

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Newton’s fourth Law of Motion: “…returns decrease as motion (trading) increases.” Sir Isaac Newton is widely renowned for his groundbreaking contributions to science, particularly for his development of calculus and his formulation of three fundamental laws of motion: Every object persists in its state of rest or uniform motion unless acted upon by an external …

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UPI Goes Global: Empowering Transactions Worldwide Unified Payments Interface (UPI) has emerged as a pivotal force in India’s digital transformation journey, revolutionizing the landscape of financial transactions.   UPI’s impact transcends borders as it gains traction beyond India, becoming a preferred choice for digital transactions globally.   Recently, UPI has achieved significant milestones with its …

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It is with great pleasure that we present Onesta Capital Ventures’ 2024 outlook: The Great Reset. The past year has defied expectations in numerous ways. What was anticipated as the most significant global recession in history has, instead, evolved into an unforeseen delay, showcasing unexpected resilience in the growth of numerous economies. As forecasted in …

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The fall of ORIGINAL Nifty 50: A key lesson from history Even before the Nifty 50 index was launched in India in 1996 by the NSE, the late 1960s and early 1970s witnessed the term “Nifty 50” becoming synonymous with a select group of high-flying stocks that captured the imagination of investors in the United …

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World’s Most Expensive Stock – A Tale of MistakeTranscending into Masterstroke In the 1989 letter to shareholders, Warren Buffett candidly addressed his mistakes of preceding 25 years, identifying the acquisition of control in Berkshire Hathaway as a pivotal misjudgment. Despite recognizing the challenges in its textile manufacturing business, he was tempted by the seemingly attractive …

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Rs. 2,125 crore Pizzas On May 22, 2010, a programmer named Laszlo Hanyecz made history by completing the first-ever documented real-world transaction with Bitcoin. What was the purchase, you might ask? Two pizzas. The astonishing part? He paid a staggering 10,000 bitcoins for those pizzas. At the time, the exchange seemed inconspicuous, with a value …

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India’s bond moment Indian government bonds have successfully secured a coveted position in JP Morgan’s Emerging Markets bond indices. This accomplishment is a significant milestone for the Indian financial market and holds substantial implications for global investors and the broader economic landscape. JP Morgan, a renowned financial services institution with diverse interests encompassing commercial banking, …

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Uday Kotak: The King retires, leaving a legacy to reverberate through Kotak Mahindra Bank Some key financial facts: Kotak Mahindra Finance Ltd. (now Kotak Mahindra Bank Ltd.) went public in 1992. On the day of listing the share was listed at Rs. 1,300 to 1,400 against the issue price of Rs. 45 per share (Single day …

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Strong growth since liberalization (1991) While the GDP has grown by 12 times, market capitalisation of top 100 listed companies has grown by 46 times. Jio’s Bajaj Finance moment? Finally, the shares of demerged Jio Financial Services (‘Jio’) have been credited to the demat accounts of the Reliance Industries shareholders and are expected to list …

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Financial lesson from economy of Norway As of today, Norway boasts one of the highest GDPs per capita in the world falling only behind Switzerland & a select group of micro nations. The country has 1.    A robust trade surplus; 2.    One of the highest national life expectancies; 3.    Extremely skilled workforce 4.    A very …

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India transformed in less than a decade; different from 2013: Morgan Stanley This India is different from what it was in 2013. In a short span of 10 years, India has gained positions in the world order with significant positive consequences for the macro and market outlook, Morgan Stanley said in a report.   Ten …

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Bombay plan 1944: Cognizant of the gaps post independence and the need to broad base industrial growth in India, a group of industrialists comprising JRD Tata, Ghanshyam Das Birla, Sir Purshotamdas Thakurdas, among others, banded together to imagine what independent India’s economy would look like. They published a plan for economic development for India, commonly …

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Rs. 200 crore inheritance In 2017, a person called Zee Business to enquire about the value of a few share certificates purchased by his grandfather around 1993. To everyone’s surprise, the company was MRF (Madras Rubber Factory – a tyre manufacturer incorporated in 1960) & his grandfather held 20,000 shares purchased for Rs. 2 lacs …

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India – Coming of age – A report by Government of India’s Invest India: India received $950 billion FDI since 1947, of which $532 billion FDI came in the last 90 months, India added a unicorn every 9 days in 2022, From the start of 2015, India’s GDP rank jumped from 10th to 5th, 2/3th …

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Importance of long-term investing: In the last 42 years, the rupee has lost 97% of its purchasing power due to inflation whereas the Indian stock market index, Sensex has appreciated by astonishing 40,939% (409 times in 42 years). The only way to create wealth is to invest in assets that returns >= the rate of …

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The Union Budget is one of the most awaited financial events in the country. Union Minister of Finance, Smt. Nirmala Sitharaman presented the first budget of Amrit Kaal before the parliament today. Key highlights of the same are mentioned below for your easy perusal: Economic Survey: it is prepared by the Department of Economic Affairs (DEA) …

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“Unless you buy a stock at the exact bottom (which is next to impossible), you will be down at some point after you make every investment. Your success entirely depends on how dispassionate you are towards short term stock price fluctuations.” -Joel Greenblatt In the last one year we have observed that many new investors …

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This year India took over the presidency of G20, a beacon of growth and possibility & is looking ahead to create a more inclusive environment to share & implement ideas for the global good. I feel elated to share with you that:

October was a great month not because of the Diwali festivities or BSE Sensex climbing more than 7% & ending over the 60,000 mark but more so because of foreign portfolio investors (‘FPI’) returning to the Indian markets.