Strong Monopolies:
(Updated List)

IRCTC 100% market share in rail network.

HAL 100% market share in its segment.

IEX >90% market share in power trading.

Zydus wellness >90% market share in sugar free product.

Eicher motors >85% market share in more than 250cc bikes category.

Strong Monopolies:

IRCTC 100% Market share in Rail Network.

IEX >90% market share in power trading.

Zydus wellness >90% market share in sugar free product.

Eicher motors >85% market share in 250cc bikes category.

MCX >85% market share in commodity trading.

Coal India >80% market share in coal production in India.

ITC >75% market share in cigarettes.

Honda Siel >75% in portable power generators.

Hindustan Zinc >75% market share in primary zinc industry.

Asahi India Glass >70% market share in automotive glass.

NRB Bearings >70% market share in needle roller bearings.

Pidilite >65% market share in adhesives.

CAMS >65% market share in RTA within mutual fund industry.

Time Technoplast >65% market share in polymer based industrial packaging.

Concor >65% market share in domestic container cargo transport.

Exide >60% market share in lead batteries.

Naukri >60% market share in the Indian job market space.

Praj >60% market share in ethanol plant installing.

Indiamart Intermesh >55% market share in the online B2B Classified space.

Borosil Renewables >55% market share in Lab glass.

Vst Tillers >50% market share in
Power tillers.

Delta corp >50% in online poker games.

Vinati Organics >50% market share in IBB.

Thread on "The Final Checklist"
by Peter Lynch.

~ Ideas can come from anywhere - Peter Lynch.

~ If you can't find any companies that you think are attractive, put your money in the bank until you discover some - Peter Lynch.

~ All you need for a lifetime of successful investing is a few big winners, and the pluses from those will overwhelm the minuses from the stocks that don’t work out - Peter Lynch.

~ Time is on your side when you own shares of superior companies - Peter Lynch.

2021 - Year End Mega-Thread.

List of Books. Subscriptions. Newsletters. Websites. Stock Picking Patterns. Fund Managers, Businesses I Invested heavily, etc.

Books i love to re-read irrespective of market cycles:

1) The Snowball.
(compounding)
2) You can be a stock market genius.
(Special situation)
3) The Little book that builds wealth.
(Moats)
4) Margin of Safety.
(Valuation)
5) Black Swan.
(High Improbable Events)

6) Zebra in the lion country.
(Smallcap investing)
7) The investment checklist.
(Imp of checklist)
8) Value Migration.
(Mega Shifts in business landscape)
9) The Outsiders.
(Capital Allocation)
10) Megatrends.
(Trends of new world)
11) Poor Charlie's Almanack.
(Mental Models)

Books on Indian Investing:

1) Masterclass with Super Investors.
(Collection of India's best stock market investors)
2) Bulls Bears & other Beasts.
(Brief history of Indian stock market)
3) India's Money Monarchs.
(Collection of India's best stock market veterans)

Reading Material from Global Investors:

1) BRK Annual Meetings Transcripts & Letters to shareholders.
2) Prem Watsa's Newsletters.
3) Howard Marks Memos.
4) LiLu Himalaya Capital.
5) Jeff Bezos Amazon.
6) Nomad Investment & Terry Smith's Newsletters. (Recently started reading)

List of companies with more than 50% Market Share:

1) Maruti Suzuki (passenger cars)
2) APL Apollo (structural & pre galvanized tubes)
3) CDSL (investors accounts)
4) Interglobe Aviation (air traffic passengers)
5) GMM Pfaudler (glass lined equipment)

6) Asian Paints (decorative paints)
7) Colgate (oral care)
8) Symphony (coolers)
9) PGHH (female care & vaporub)
10) La Opala Rg (opalware)
11) HLE Glasscoat (filtration & drying equipment)
12) Delta Corp (online poker games)
13) Bajaj Auto (3W segment)
14) Vinati Organics (IBB)

15) OCCL (insoluble sulphur)
16) LMW (textile machinery)
17) Bajaj Consumer (almond hair oil)
18) Indiamart Intermesh (online B2B Classified space)
19) Vst Tillers (power tillers)
20) Sanghvi Movers (overall domestic crane hiring market)
21) Emami (antiseptic & male grooming)

List of companies with more than 60% Market Share:

1) Concor (domestic container cargo transport)
2) Exide (lead batteries)
3) Naukri (Indian job market space)
4) Praj (ethanol plant installing)
5) ACE (mobile & tower cranes)
6) Pidilite (adhesives)
7) Jamna Auto (leaf spring)

8) CAMS (RTA within mutual fund industry)
9) Time Technoplast (polymer based industrial packaging)

Underrated but recommended.
Worth Re-reading. #books

~ Atomic Habits.
~ Megatrends.
~ The psychology of money.
~ Stocks to riches.

*The Evidence Collection*

There is overwhelming evidence of election fraud. Therefore it is the duty of the Executive, Legislative, & Judicial branches to throw out the fraudulent votes & to honor their oath to protect & defend the Constitution of the USA.🇺🇸🦅

A list below.🔻

1/ Navarro Report: The Immaculate Deception - Six Key Dimensions of Election Irregularities -

2/ Analysis of 3,000 U.S. counties shows Joe Biden received 5.6 % more votes in counties using Dominion Voting Systems (Video) -

3/ Antrim Michigan Dominion Voting Systems Forensics Report -

4/ Evidence Grows: ’20 Election Was Rigged -

LACHIT BORPHUKAN : AN UNSUNG WARRIOR OF THE AHOM KINGDOM & THE GREAT BATTLE OF SARAIGHAT

Originally named as Lachit Deca, Lachit Borphukan, the fierce and invincible Ahom Commander, was born during the early 17th century at Betioni in the Golaghat district of modern Assam.

His father, Momai Tamuli Borbarua was the ‘Governor’ of the kingdom and also ‘Commander-in-Chief’ of Ahom army under King Pratap Singha during his reign starting from 1603 to 1639. Lachit received military training from an early age and joined the Ahom King Jayadhvaj Singha...

...(1648-1663) as a scarf-bearer.  The post ‘scarf-bearer’ or ‘Soladhara Barua’ is considered as a part of the incumbent king’s personal staff. Owing to his military training Lechit was appointed "Ghora Barua", Supdt. of the Royal horses. When Chakradhwaj Singha became king..

..of Ahom dynasty in 1663,he appointed him Suptd. of The Royal Guards &finally he was appointed as Borphukan by the king.Then onwards,he was known as Lachit Borphukan.Borphukan used to be top councillor in Ahom Kingdom. This position was embedded with executive & judicial powers.

Assam was facing incessant Islamic invasion since Jan1662, when Mughal General Mir Jumla II attacked Ahom capital Gargaon. He never defeated Ahom king Jayadhwaja Singha as king retreated to hill &continued Guerrilla warfare.Prolonged fight &prospect of stalemate disturbed Jumla.

RANI GAIDINLIU:THE LESSER KNOWN FREEDOM FIGHTER

Rani Gaidinliu joined the freedom struggle at 13 &was sentenced to life imprisonment at 16."We r free people—the White should not rule over us.”Thus calling out to her Zeliangrong tribesmen was the voice of 13yr-old Rani Gaidinliu.

She joined the freedom struggle in the present-day Northeast India. Today, her struggle is lost in history as most of her countrymen wouldn’t even have heard her name. B'coz our history textbooks tell us that only Mahatma Gandhi &Pandit Nehru got India its Independence.

At 16 yrs of age, this valiant girl was sentenced to life imprisonment for leading a movement to drive out the colonial rulers from Manipur and Nagaland. Nevertheless, she was released in 1947 after India’s independence and was given the title ,"Rani of Nagas".

EARLY LIFE AND HERAKA MOVEMENT

Gaidinliu belonged to the Rongmei clan of the Zeliangrong tribe in the Tamenglong district of western Manipur. Born on January 26, 1915, she was fifth among eight children.

Her native village was Nungkao, which is present day Tamenglong distt. Brought up in a specially backward region,she couldn't receive any formal education. However,this didn't stop her from joining the freedom struggle. At the age of 10 she came under the influence of her cousin.

10 Hard Truths of Psychology and Life:

1.

2.

3.

4.

5.

The 7 Habits of Highly Effective People has sold more than 40 million copies.

Don't have time to read it?
—No worries.

Here are the 7 key lessons you should apply:

Habit #1 — BE PROACTIVE

It all starts with action.

Rather than being "reactive" (externally influenced).
Focus on being "proactive" (initiative-taking).

This puts you in firm control of your life.

Habit #2 — BEGIN WITH THE END IN MIND

"No wind is favorable if one does not know to which port one is sailing."

I use this goal-setting system to stay on track myself:

Who do I want to be --> Monthly goal to achieve it? --> Daily action to reach that goal?

I update weekly.

Habit #3 — FIRST THINGS FIRST

Knowing the work that moves the needle is half the battle.

The Eisenhower Matrix can come in handy here:

Urgent + Important - Do it
Important + Not urgent - Schedule it
Urgent + Not important - Delegate it
Not urgent + Not important - Delete it

Habit #4 — THINK WIN-WIN

Always strive to find a mutually beneficial solution.

How to:
- Be as objective as possible
- Try to see from their perspective
- Determine what a "win" truly means for both parties
- Work to find the best solution for both parties