Snapshots That Wow!

Who says investing is easy?

In FY23, 821 individuals made Capital Gains Income of Rs. 25 Cr or more. Cumulatively these 821 individuals made Rs. 69,770 Cr out of Rs. 2,54,357 Cr (~27%) of Capital Gains Income and would have (by estimate) paid Rs. 7K cr in capital gains tax, more than a fourth of the collection of capital gains tax from individuals.

0.95% individuals made 94% of all capital gains.

Source: Income Tax Department

Who says investing is easy? (#2)

Three of the best performing equity markets in CY24 have a common thread - economic upheaval. No one thought they would be chart toppers at the start of the year.

Argentina is seeing the most dramatic turnaround from defaulting on bond payments to fiscal surplus in just 24 months!

Source: ET

The real Y2K threat!

The number of people added to annual population peaked in 2000, the Y2K year. Each consequent year has seen a fall in the net addition (live births- deaths) to the population with the projected net addition to go into negative territory in 2060!

Source: UN

Zudio- the execution studio!

Zudio is a story of execution par excellence. A 5y 99% CAGR starting with a 200cr revenue base is something few startups can dream of let alone achieve. And yet this performance comes from the one of the oldest business houses of India- Tatas.

Source: Ambit Research

Unmatched capital allocation by a retailer!

“Since its IPO in 1991, AutoZone has grown its EPS by ~45,500% and repurchased 87% of outstanding shares. The stock? Up roughly 453x since IPO. The stock price has trailed EPS growth almost perfectly, with a CAGR of 20.4% for both.”

Source: Quartr

Happy 2025?

All I can say is, here’s wishing us the most interesting year ahead!

Source: X