Leading Nowhere @leading_nowhere
DIY investor in India listed companies, with a focus on corporate governance. Mostly talking common sense and looking for value. leading-nowhere.com India Joined May 2009-
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Looking at the amazing business of newly listed SMEs, wonder why they didn't wait for a year or two and do a mainboard IPO at 100x the valuation of their SME IPOs. Late stage private capital is easy these days. Generous promoters sharing wealth creation with retail, wow! /s
All in good jest.
Dunning-Kruger effect at play in many who decide to stray from their chosen expertise (investing/markets) into socio-political commentary.
Beautiful
PE has no relevance in tiny companies - valuation and PE can be wildly divergent - the worst marketing BS sounds plausible to newbies finding their feet in a bull market, and this one has been the most persistently outrageous.
PE has no relevance in tiny companies - valuation and PE can be wildly divergent - the worst marketing BS sounds plausible to newbies finding their feet in a bull market, and this one has been the most persistently outrageous.
You can, because the market is not efficient at all points in time, it swings between extremes based on the pace of change in the companies. A good entry point makes all the difference and higher returns are achievable if you put in the effort and have discipline.
You can, because the market is not efficient at all points in time, it swings between extremes based on the pace of change in the companies. A good entry point makes all the difference and higher returns are achievable if you put in the effort and have discipline.
Good time to repost my most viewed thread ever :)
Good time to repost my most viewed thread ever :)
Old enough to remember this blow up close to a decade ago, still around to see the beginnings of a new try.
Contrarian EPS @contrarianEPS
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@thatguybg Why did we need to know that you worked on an AR strategy for Google though?
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"𝙏𝙝𝙚 𝙡𝙞𝙩𝙩𝙡𝙚 𝙢𝙖𝙣 𝙝𝙖𝙨 𝙝𝙞𝙩 𝙩𝙝𝙚 𝙗𝙞𝙜 𝙛𝙚𝙡𝙡𝙖 𝙛𝙤𝙧 𝙖 𝙨𝙞𝙭. He is Half his Size and Smashed it down the ground.𝙒𝙝𝙖𝙩 𝙖 𝙥𝙡𝙖𝙮𝙚𝙧. 𝙒𝙝𝙖𝙩 𝙖 𝙬𝙤𝙣𝙙𝙚𝙧𝙛𝙪𝙡 𝙥𝙡𝙖𝙮𝙚𝙧" #HappyBirthdaySachin @sachin_rt #SachinTendulkar
A very young Sachin vs Imran Khan.
How did I miss RTing this.
A very young Sachin vs Imran Khan.
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On Twitter, one observation is that a lot of Micro Cap Investors are getting coat-tailed. If history is any guide, When the winds shift, they shall have the money and you shall have only worthless shares to hold.
@GhoshKamalika Completely agree. One thing which has come through clearly in years of interaction with @AshmitTejKumar is his focus on the story and serving value to his viewers.
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We dream, Tendulkar does. On that day when the sandstorm blew in to stop play - it was God announcing he had taken his seat - Tendulkar told coach Anshuman Gaekwad in the dressing room: "Don't worry I'll be there in the end." This is the first thing about genius. Self-belief 2…
Thread: Husbands and partners killing women was, is and will be a malaise if we limit the outrage based on communal lines and blaming Love Jihad. Some data: 1. In 2021 & 2022, India reported 8400 & 6500 dowry deaths. That is 20 women killed by their partners, every single day.
"YOU CAN'T FIX A MATCH UNTIL SACHIN TENDULKAR IS OUT." ~ A bookie to CBI in 2000.
Which is your favourite‘quote’ on Sachin Tendulkar? 5 Days to Sachin Tendulkar’s 51st Birthday.
On 28 April 1986, in the Ashoka Hall of Rashtrapati Bhavan, the 87-year-old General Kodandera Madappa Cariappa was invested with the rank of Field Marshal and presented the baton by President Giani Zail Singh. The book titled Field Marshal K.M. Cariappa written by his son, Air…
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@b50 Check for kidneys and other important body parts
“I am one of those fortunate people who have seen Bradman and Tendulkar bat in my lifetime and Tendulkar is the best batsman I have seen in my life.” ~ Hanif Mohammad 11 Days to Sachin Tendulkar’s 51st Birthday