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Ask EP-183 Financial Planning for Rs 40,000 Salary Person

Original: Ask EP- 183 Financial Planning for ₹40000 Salary Person

102.0K views · Aug 18, 2024 · 30:44 min · Watch on YouTube ↗
Takeaway

Packaging is a cyclical play — multi-baggers come from catching shortages, but you must exit before capacity additions normalize prices.

Summary

  • Polyplex/BOPP packaging cycle explained — crude → polypropylene → BOPP films used for biryani, chips packaging
  • Post-Covid online delivery surge created BOPP shortage; prices spiked, making Polyplex, Cosmos, Jindal Poly, Nahar Poly 5x–10x baggers
  • Now new capacities reopening and Covid demand normalizing — cyclical downturn coming, so exit before falls
  • Financial planning for Rs 40k salary earner discussed alongside cyclical stock framework
cyclical-stocksBOPPfinancial-planning
Original description
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Ask Money Purse Show EP - 183
Date - 18-08-2024

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