Arunstockguru

Long time guys !!!!!! 1..My 3 startups really keeps me occupied hence couldn't allot much time to my social things. Infact the first startup Tabp will cross 130crs revenue this fiscal..We will probably sell more than 20-22crs juice bottles this year. That's like 7 bottles per seconds for the entire year. It's crazy and we are just like starting considering the market size. Hopefully will bring an IPO in next 2-3 years. 2. It takes 9 litres of water to produce 1kg Green Hydrogen. 22 lakh litres of water is required to produce 1 tonne of Lithium(EV). So much of talks about Data center.An average Data center requires almost 11-12 lakh litres of water per day A semiconductor manufacturing facility requires almost 2cr litres of purest Water daily. Water,Water and Water but where is so much of water? Anything solving this crisis will do very well. You can't manufacture water. Desalination and full recycling is the way. So whoever treats this water,will benefit the most. 3. 25 years back we had the software services revolution in India who played the labour arbitrage game and won massive.For 15-20-25 years, Few Indian IT "Products" companies endured all the pain and brick by brick laid their foundation. It's their time now.. 4.Transition from onpremise to Cloud is a huge sales generator with 90% retention. There's a lag effect though. Perpetual licenses came with accrued revenues which were recognised instantly. Cloud subscription comes with 6-12 months of advances. After 2-3 years gives the snowball effect(New+old renewals). 5. Some companies at nothing scale show huge profits without any foundation. Competition takes notice and eats their share. Some cos show hardly any profit,they lay foundation for yeas. Put all money in marketing and product development. They play the longer game and hits jackpot at end. btw: Aside TABP my beverage startup, have 2 other startups namely Filomilo which is into pet foods and Chaigram is into QSR and FMCG. Chaigram got like 21 outlets in Calcutta. We hope to open 100 Chaigram outlets in Calcutta within the next 2 years. Opening one Chaigram outlet in Versova too,to check Mumbai waters. Hopefully one Mumbai outlet will pave way for many more.. P.S: Dont require funding for TABP and Filomilo but we are raising some funds for Chaigram..Ticket sizes are 3-5 lakhs. If it interests you to be part of the exciting journey,get in touch with Ayush at 9804270070.. Regards, Arun.. Can be reached at: [email protected].

Calcutta Equity meet Tomorrow(5th May) The Calcutta Equity investment meet up would happen this Sunday which is 5th of May(Tomorrow). Will be a 2 hour session( from 2 to 4pm).. I will share my 18 years experience and some QNA.I won't charge any fee but venue and food charges of 600rs will be there. To be part of it,whatsapp/Call Ayush at 9804270070. Look forward to meet you. Cheers. P.s: I don't have any Pms/Advisory or any services to sell. Neither there will be any stock tips. It will be a session based on investing process. Regards, Arun.

Aruns Extended Family meet on 9th and 10th March... Aruns extended family meet is finally happening this 9th and 10th March in Calcutta. Just a week left now. It's a 2 day event where hundreds of investors will come and bond with one another. There will be several topics which will be presented by competent guys. Listed as well as startups would share their stories. It's something which makes me really excited. Anyone can be part of it. Look forward to seeing some of you there. Cheers.  Btw: This will be the only event for the year. Next Extended family meet would happen in Pune next year 2025. Regards, Arun For anything related to the 9th and 10th March meet event, mail me at [email protected]

15 chaigram stores in Calcutta. Today we will launch the 16th store. In a month we will hit 25 Chaigram stores. For anything related to Chaigram Funding or even distribution, please whatsapp/call Ayush at 9804270070. Keep blessing and keep supporting Chaigram. Cheers. Regards, Arun.

My 3 startups:- Accha just a thing as you all know have 3 startups. A significant part of my time goes into them after my first love of equities. I am penning this message since some of you showed interest in investing in my startups. 1..First startup TABP got all commitments. This now becomes a bigger Private equity play. No more retail rounds. This became a 100cr sales co in just 5 years even after losing 2 years in Corona. 2..Filomilo is 2nd startup into pet foods. Won't require funds for next 18 months. 3..Chaigram is the 3rd startup. Dream is to have 100 Chaigram stores in Calcutta and 1000 pan India. Funding round going on. Got full commitment..Closing this round "Today at 11.59 pm". Min investment is 3 lakh rs. So if you are interested to put some funds,do whatsapp/call Ayush at 9804270070. Regards, Arun.

Mumbai Equity/Startup meet today:- Today there's an Equity meet/startup get together in the Mumbai Worli side near the Atria mall. Time is 5 pm. We can only accomodate 20 guys. If you are interested to be part of it,do ping Ayush-9804270070. Regards, Arun..

Will be in my "ROC Sports Lounge today(Howrah Avani mall foodcourt) from 5 to 7 pm. Meeting few guys to discuss entrepreneurship and Equity investing. Anyone is most welcome to join. Cheers.. For assistance get in touch with Ayush at 9804270070.. Regards, Arun..

Calcutta Equity meet up next Sunday(10th September) The Calcutta Equity investment meet up would happen this Sunday which is 10th of September. Will be a 3 hour session( from 4 to 7pm).. I will share my 18 years experience and some QNA.I won't charge any fee but venue charges of 700rs will be there. Even I need to pay 700 bucks for the venue. To be part of it,whatsapp Ayush at 9804270070. Look forward to meet you. Cheers. P.s: I don't have any Pms/Advisory or any services to sell. Neither there will be any stock tips. It will be a session based on investing process. Regards, Arun.

Calcutta small meet up today( 3rd September) over Tea. Would be in Calcutta Avani mall today visiting my Chaigram stores. Time is 5 to 7 pm. You all are welcome to have "Chaigram Chai ke sath Equity charcha"/Entrepreneurship Charcha. Cheers. Location is 3rd floor food court. The store name is Calcutta Street food store. For assistance,contact Ayush at 9804270070. Regards Arun.

Be Careful!!!! Looking at the SME frenzy these days, one should be very careful. The majority of SME companies possess questionable credentials and hardly have any operational track record to talk about. There's hardly much information about them in the public domain. A proper investor should have a disciplined and focused approach when delving into small companies. The best way to pick small caps, or anything for that matter, would be through the scuttlebutt approach. Many might say that meeting managements helps, but since it's their company and they're the largest stakeholders, they would always sing gospel tunes. However, by interacting with dealers, distributors, employees, competitors, suppliers, you get an unbiased gold standard view that helps immensely. I am a full-time investor with 100% of my portfolio in small and mid-cap stocks, and every single one of them is backed by solid scuttlebutt inputs. So, aside from reading annual reports and conference call transcripts, start your scuttlebutt journey to enhance your investment returns. Regards, Arun(can be reached at [email protected])