Amish Doshi
@amishdoshiInvestor , Technology buff.
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Average drawdown since 1980 is -21%
Whenever you have money to invest in equities, your mind voice goes... “Feels like markets could correct from here. Let me wait & invest after a 10% fall” History also tells us that 10-20% temporary falls happens almost every year in Indian equities! Then does it make sense…
Power of technology businesses ..
Bay Area will make you feel poor at $7M+ net worth and a $1M annual income before 40. Why? Because everyone else has more.
If you want to control risk in your portfolio, do watch. youtu.be/WXQBUSryfdM?si…
Momentum outperforms , but not always . You need to master it and know the risks.
Motilal launches Nifty 500 Momentum 50 Fund. Over 18.5 years, it compounded at 23% Vs 14% in Nifty 50. However, be careful in adding lumpsum after great past returns ➡️If invested in Jan'08, it took 7 years to outperform ➡️If invested in Jan'18, it took 4 years to outperform
Good dataset .
“Nifty 100 vs Nifty Midcap 150: Which index is the better long-term investment?” - recently got this question from @livemint The Mint article opens with a comparison showing that the Midcap 150 has done better recently. But IMO we need a little more nuance. (1/6)
Perfectly summed up..!
important things in stock picking Rank 1 sustainability of cash flows 2 price you pay 3 quality of business 4 growth bulk of the returns will be determined in that order.. last one gets the most attention.
Must read ..
Confession from a stupid fundamental investor :) What are some investors smoking? Pardon me today for being so upfront, but honest. Reversion to mean is a reality. Valuations is the biggest truth for any investor. We all get carried away with stocks moving higher and all big…
Blessing in disguise.
This should be the end of wazirx. The idea is that the company saw a theft for which they willcharge all their users. The legal way is to take all of their own money first and then the rest of the losses can be distributed. Basically, liquidate it through nclt.
Learn basic self defence techniques.
This happened in a PG hostel in Koramangala, Bengaluru 3 days ago The killer has not been caught yet He brutally killed Kriti Kumari by slitting her neck which was caught in CCTV camera but police haven’t caught him yet. This is how Law and order has deteriorated in our city…
PEG ratio plays an important role in today’s market situation. It keeps you grounded and protects from FOMO.
Power of free cash flows and sustainable competitive advantage at global scale.
Update on personal view: IT over Banking for me on May 31st. Update till today: IT is the leading sector and segment with ~18% returns vs 8.1% for Nifty Banks.
Over 5/10/15 years , momentum 30 and alpha 30 indices both have outperformed regular indices.
Some really smart work happening in smart beta indices in India Courtesy @MiraeAsset_IN @mohanty_swarup
Non-submission of ‘choice of nomination’ shall NOT result in freezing of Demat a/c as well as Mutual Fund Folios.
Good list..
Bill Ackman is an American billionaire & hedge fund manager Ackman instructs his new hires to read 11 books to sharpen their investing skills Here are 11 books that will elevate your investing game (+ 1 bonus):
Jim Simons: "My algorithm has always been: you get smart people together and you give them a lot of freedom. Create an atmosphere where everyone talks to everyone else. Provide the best infrastructure. And make everyone partners. That was the model that we used in Renaissance."
This is where focussing on operating cash flows (OCF) can save you to quite an extent. If the total OCF of last 4 to 5 years is much lower than the total PAT during the same period its a red flag (note: can't apply this to lending cos like NBFCs n banks)
"Psychology swings much more than fundamentals, and usually in the wrong direction or at the wrong time. Understand the importance of resisting those swings—profit if you can by being counter-cyclical and contrarian." — Howard Marks
8 Incredible Lessons from 'Focus on What Matters'
A man carries water from the sea so that his wife, who has difficulty walking, can touch it. He said "I love you so much"without even saying a word...
90% of the information transmitted to our brain is visual. So here are 6 Visuals all Investors Must Memorize: 1. 150 Years of Real Stock Market Growth Stock Picking is hard, and in the last 10 years, "S&P and Chill" worked great. But it not always does...
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