abhishek @abhishec_s
Valuations Matter/Nobody Knows/Structure Beats Activity. At the end of every road, you meet yourself. Views are mine. Reposts & Likes Are Not Endorsements. Joined October 2015-
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As always…
abhishek retweeted
So, Brits are feeling threatened by foreigners from far off land who came ashore under false pretense, imposed their culture, assaulted the natives, cleverly used support of useful idiots to weaken the resistance & are doing a creeping takeover of the country.
So, Brits are feeling threatened by foreigners from far off land who came ashore under false pretense, imposed their culture, assaulted the natives, cleverly used support of useful idiots to weaken the resistance & are doing a creeping takeover of the country. https://t.co/BbrtN7743J
In what circumstances can promoters come in again before lock-in expires?
Channel conflicts persist. QC margins far below MT which is far below GT. Like to like. D2C taking share. Premiumization levers done. Large players not guiding on margins. The sector has negligible price elasticity. India is aspirational but the sector’s biggest mistake was…
‘Courage is strength in the face of knowledge of what is to be feared or hoped. Wisdom is prudent strength. The challenge is to decide whether one’s fears or hopes are what should matter most’.
True
10% to 15% stocks anyway represent most of the listed MCAP. The caveat in Bessembinder study is, it considers a long tail of stocks that’s not relevant for majority of investors. Persistence of MCAPs beating treasuries would be far higher. Drawdowns lower.
10% to 15% stocks anyway represent most of the listed MCAP. The caveat in Bessembinder study is, it considers a long tail of stocks that’s not relevant for majority of investors. Persistence of MCAPs beating treasuries would be far higher. Drawdowns lower.
abhishek retweeted
Charles Bukowski was born on this day in 1920. Here’s a poem to start off your weekend. 🍺 “we are always asked to understand the other person’s viewpoint no matter how out-dated foolish or obnoxious. one is asked to view their total error their life-waste with…
Why this epigraph for The Intelligent Investor:
How different people view uncertainty:
The books are brilliant. The adaptation does a decent job.
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