Pharmacist by profession, # value investor #Behavioral finance by passion, big fan of Charlie Munger. SEBI investor registration # NISM20250000105537Joined June 2014
I love stocks are 2-3yr lows. Risks are fewer, no rush to buy, i can take time to analyse.
Very little discounted in the price.
No requirement of spectacular execution from management
Downside/volatility comes down irrespective of results.
పిల్లల్ని కను, వాళ్ల పేర్ల మీద ఇన్స్టాగ్రామ్ అకౌంట్ తెరు, ఇక వాళ్లకొక పుస్తకం ఇచ్చి ఏబీసీడీలు రాయమని ,చదవమని, అలా చెయ్యకపోతే కొడతానని బెదిరించు. వాళ్ల ముఖాల్లో భయం, కోపం, నిస్సహాయత అన్నీ బాగా కనిపించేలా వీడియో తీసి, క్యూట్ అని హ్యాష్టాగ్ పెట్టి అప్లోడ్ చెయ్యి.
పరమేశ్వరా 🙏
CDMO, good growth, but unlike IT which very capital light, consistency and high cash flow generation each year, CDMO has high capex requirements (moderate roe), distant free cash flows, lumpiness. IT stocks traded at avg of 25-28x pe in heydays, CDMO must be bought at a discount
The moment India decides to increase/fix it's bilateral ties with China
It's bye bye US hegemony in Asia Pacific, South China Sea as well as US dollar
35% of the world's population
Highest share of STEM graduates
Endless manufacturing capacity
Endless consumer driven economy
I want to share my honest perspective.
Historically, our country has had a large population with limited food resources. However, with the Green Revolution, White Revolution, increased fertilization, and improved water availability through irrigation, our nation now produces…
I want to share my honest perspective.
Historically, our country has had a large population with limited food resources. However, with the Green Revolution, White Revolution, increased fertilization, and improved water availability through irrigation, our nation now produces… https://t.co/Qy84hHkaqR
I recently came across Indian students going to Vietnam to study medicine and the colleges there charge them ₹4 lakh a year (about $4600) in fees. I am told the quality of education is good.
Vietnam's GDP per capita is about $4700 and our southern states are at about the same…
To achieve a multi-bagger in the portfolio, you have to hold a multi-bagger in the portfolio.
You will have to hold while the stock 2-3-4x in a year.
You will have to hold as the stock eventually pulls back 50% from its highs.
You will have to hold as the stock goes nowhere…
I had once asked a fund mgr why you invest in IPO/Block when even promoters feels it is good price to exit!?
FM - It is not me, it is investors pushing more funds at high valuations. I just promise them a sincere attempt to beat mkt avg. Poor returns is their fate, not my doing
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