wescobrk Posted August 31, 2020 Posted August 31, 2020 Publicly traded monopolies. Thanks. Congrats to anyone that owns zoom on the board. It was on my watchlist but I never bought. Ouch!
valueinvesting101 Posted September 1, 2020 Posted September 1, 2020 Companies with dominant market share are usually trading at pretty steep valuation e.g. Asian Paints, Pidilite, Gillette India etc. There are some state controlled monopolies but I guess you are not looking at those. You can be on look out for HDFC Bank below 3 P/B ratio. It's taking market share from public sector banks for last 25 years in a growing market. Likely to continue for another 2-3 decades.
PJM Posted September 1, 2020 Posted September 1, 2020 On top of my head I can think of the following CRISIL and CARE - rating agencies NSDL and CDSL - depository management companies MCX, IEX - exchanges for commodity and power BSE, NSE - equity exchanges Balaji amines, Alkyl amines - amines Gmm Pfaudler and Hle - servicing the pharma industry MGL, IGL - natural gas provider IRCTC - railway booking and catering Quite a few state companies mainly in commodities
learner Posted September 1, 2020 Posted September 1, 2020 Marcellus capital has created such a list and explain their process. They have a blog and several YouTube videos
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