Oct 3, 2017

Saurabh Mukherjea again talked about those 3 themes and added more ideas

Saurabh Mukherjea has recommended to buy three themes which I mentioned in a post as summary and given link to read more. He again emphasized those three themes and given more clue to pick stocks from those space.

His three themes are in short:
Black to white plays, financial savings plays and elite consumption play.

This time he added that many Black to white play are not direct play but indirectly they will benefit hugely. He added that replacement market is very much unorganized and that can be a good pick. He given example of headlight suppliers. He said that headlight supplier of Car etc has many small players who don't pay taxes and those will be at disadvantageous position in GST regime.

For example, the market for replacing car headlights, market where I reckon half the suppliers of the replacement for headlights, half the suppliers are black.

The leading headlight supplier is listed and therefore worth looking at. Similarly, the replacement market for almost every organized product you care to imagine in our country have a heavy black component and that black component actually you can almost literally see it month upon month coming under pressure in the wake of GST implementation.
Read the masterpiece here - Saurabh Mukherjea of Ambit Capital has idea of sectors you should use to pick stocks