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Ask EP-165 Is Buying Gold an Investment or an Expense?
Original: Ask EP-165 Buying Gold is Investmenr or Expense
Takeaway
LT Foods looks attractive on commodity-basmati moats but its commoditized nature is why the PE multiple stays low; watch metal-stock playbook separately.
Summary
- LT Foods (Daawat): trades at low PE historically, but it's a commoditized business (rice) so the multiple is correct.
- Brand dominance: 50% market share in branded rice in USA, 20% in Europe, 30% in India for Daawat and Royal brands.
- Revenue mix: 84% from basmati rice; 39% from USA (highest), 31% from India - recent institutional interest from Abakkus (Sunil Singhania).
- Cyclical stocks (metals) require a different playbook - host recommends watching their Rakesh Arora interview for cyclical-stock methodology.
LT FoodsDaawatCyclical StocksGoldAsk Money Purse
Original description
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