Vijay Kedia discussed several investment themes and companies in this conversation:
1. **Atul Auto Limited:** He mentioned investing in Atul Auto Limited due to the electric vehicle (EV) theme. He expressed confidence in the company's management and their ethical practices.
2. **Bull Market Outlook:** Vijay Kedia believes that bull markets are becoming longer, lasting for several years, while bear markets are shorter. He anticipates the current bull market could last for 8 to 12 years.
3. **Affordable Robotics:** He mentioned having a stake in Affordable Robotics, a company that specializes in automation solutions for industries like automotive and warehousing. He cautioned that the stock had become expensive but believed in the long-term potential.
4. **Innovators Facade:** Vijay Kedia also holds shares in Innovators Facade, a company involved in the facade industry. They are known for providing facade solutions for high-rise buildings, a trend that's growing in India.
5. **Shalby Hospitals:** He disclosed his ownership of more than one percent stake in Shalby Hospitals, expressing optimism about the growth potential of the healthcare industry in India.
6. **Repro India Limited:** When asked about an investment that hadn't performed well, he mentioned Repro India Limited, which he bought several years ago and hasn't seen significant price appreciation. However, he emphasized that his approach is patient and without regrets.
Overall, Vijay Kedia stressed the importance of conducting thorough research and being cautious about the valuations of stocks, especially in hot market segments like EVs and robotics. He also shared his perspective on the evolving dynamics of bull and bear markets.
Here are the key facts extracted from the text:
1. The speaker invested in Atul Auto because of the EV theme.
2. The speaker is also a director in Atul Auto Limited.
3. The management of Atul Auto is described as honest and ethical.
4. The speaker mentioned a problem after the COVID-19 pandemic.
5. The speaker believes electric vehicles (EVs) are the future.
6. They mentioned investing in Tata Motors, JVM Auto, and Electra.
7. The speaker believes EVs have a significant growth potential.
8. They discussed the importance of patience in investing.
9. The speaker mentioned their reluctance to hold liquid stocks.
10. They talked about the current bull market and its potential duration.
11. The speaker mentioned investments in companies like Hindustan Aeronautics, Indigo, and Patel Engineering.
12. The speaker has invested in affordable robotics and Innovators Facade.
13. Innovators Facade is involved in the facade business for high-rise buildings.
14. Affordable Robotics is involved in automation, particularly in warehousing.
15. The speaker mentioned that both of these stocks have seen significant price increases.
16. The speaker also talked about Yatharth Hospitals and their investment in it.
17. The speaker is a director in Yatharth Hospitals.
18. They mentioned the growth potential of the hospital industry.
19. The speaker was asked about investments that haven't performed well, but they didn't mention any specific regrets.