I have moved to write blogs on my substack newsletter (link below) https://dhruva.substack.com/p/marg-techno-projects-ltd?s=w Thanks, Dhruva Pandey

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I have moved to writing on substack, Please subscribe on the link below – https://dhruva.substack.com/p/my-call-with-regency-fincorp-management Thanks, Dhruva Pandey

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Dear Readers, I have moved to substack for blogging please subscribe me there and please find the link to new blog post on interesting Rs 5 Cr microcap below – https://dhruva.substack.com/p/regency-fincorp-ltd?s=w Thanks, Dhruva Pandey

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What to make out of the current situation? There is a lot happening in the world today- Commodity prices are going high everyday due to supply constraint marjory and it’s the exact opposite of Covid induced demand shock which lead to negative oil prices and almost all base metal trading at decade low but good […]

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Barbeque Nation Ltd. Why Barbeque Nation ? The history of casual dining restaurant startups is just one big graveyard, yet Barbeque has been able to scale up from its first restaurant in Mumbai in 2006 to 164 restaurants today all over India & 11 international restaurants. Before we dive in, a little bit of buffettology […]

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Please refer for part-1 here – https://dhruvapandey.wordpress.com/2021/03/22/zota-healthcare-dava-india/ Things are learnt about the business – There is customer stickiness – Once customer buys in from generic pharma stores, they always come back because of they see themselves there is huge cost saving. Government generic stores don’t have proper supply chain establish – you can’t find all […]

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ZOTA HEALTHCARE / DAVA INDIA. ZOTA Healthcare a couple of years ago pivoted to Franchise based generic pharmacy chain business called Dava India in 2017. Zota Health Care Limited (the “Company”) a Gujarat based pharmaceutical company has started “DAVAINDIA” a retail generic pharmacy chain back in the year 2O17 with the aim to provide affordable […]

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How worthless is Dollar ? In this blog,  I am going through the decline of GBP (sterling) and trying to gauge where the dollar is today in its own cycle. Imagine around 1815, at the end of the Napoleonic Wars, when British government debt reached a peak of £1 billion (that was more than 200% […]

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My Thoughts On “IEX – Market Coupling”   There are lots of theories going around market coupling mentioned in the new CERC draft will take away IEX competitive advantage and other exchanges will be able to take some volume away from IEX by offering lower fee or free trade etc ( which they have not […]

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The Changing World Order   Introduction – https://www.linkedin.com/pulse/changing-world-order-ray-dalio-1f/ Chapter 1: The Big Picture in a Tiny Nutshell https://www.linkedin.com/pulse/chapter-1-big-picture-tiny-nutshell-ray-dalio/ Chapter 2: Money, Credit, Debt and Economic Activity https://www.linkedin.com/pulse/money-credit-debt-ray-dalio/ Chapter 3: The Changing Value of Money https://www.linkedin.com/pulse/changing-value-money-ray-dalio/ Chapter 4: The Big Cycles Over The Last 500 Years https://www.linkedin.com/pulse/big-cycles-over-last-500-years-ray-dalio/   The Mechanics of the War Economy https://www.linkedin.com/pulse/mechanics-war-economy-ray-dalio/  

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