In today’s edition of Tweet Buster, we scan more such interesting insights, market
gyaan and investing philosophy from the world of 280 characters so that you don’t feel helpless in a choppy market.
Covid play is back
Sanjiv Bhasin, director of IIFL Securities, said Bharti Airtel is the best play on partial lockdown as data and calls will see best gains. He has a target of Rs 650 on the stock next month.
Bharti… Best play on partial lockdown as data & calls will see best gains,also quiet digital transformation & con… https://t.co/g6R9Xdgg28
— sanjiv (@sanjiv_bhasin) 1617861814000
Future is in the past?
Value investor Arun Mukherjee shares a very interesting insight for those who keep looking for new multibaggers. “Often your past multibaggers will be your future multibaggers. The worst mistake is to perceive it to be overvalued and move on to something inferior with hopes of multifold returns only to be disappointed.”
Often your past multibaggers will be your future multibaggers. The worst mistake is to perceive it to be overvalued… https://t.co/EEN6ZniWpY
— Arun Mukherjee (@Arunstockguru) 1617956456000
In a long thread, Mukherjee came out with some interesting observations on picking winning ideas.
Thread with some interesting observations:-1..Not all companies with R&D Facilities have been successful but all C… https://t.co/NSzNDJheYb
— Arun Mukherjee (@Arunstockguru) 1617778530000
Investing Gems
Microcap investor Ian Cassel never fails to delight fans with investing gems.
The lower you go in quality, the more important valuation becomes.
— Ian Cassel (@iancassel) 1617991968000
We spend too much time overthinking and selling winners instead of selling our losers. This is a losers mentality,… https://t.co/4CCKHasB22
— Ian Cassel (@iancassel) 1617930485000
If you aren’t excited about the future, you are in the wrong investments.
— Ian Cassel (@iancassel) 1617893474000
One of the hardest parts of investing is when you believe in the long-term thesis, but you know the stock might go… https://t.co/hwuDl2pfvE
— Ian Cassel (@iancassel) 1617844600000
We all waste time watching stocks go up that we would never buy at any price. Not every winner was meant for you.… https://t.co/5vsvADgzhP
— Ian Cassel (@iancassel) 1617664092000
Portfolio Management
Kalpen Parekh, president at DSP Mutual Fund, shared his all asset class portfolio
My All asset class portfolio https://t.co/OqyiB0DoJ2
— Kalpen Parekh (@KalpenParekh) 1617629206000
Stocks vs PPF returns
Parekh compared equity returns with that of PPF since 1997 and said the stock market failed to outperform in phases: 1997 to 1999, 1997 to 2005, 1997 to 2009
Equity : 19 times vs PPF : 8 times Long term story of equity : 1997 till today (2021)A small price to pay 👇N… https://t.co/TTHf9ozMih
— Kalpen Parekh (@KalpenParekh) 1618063966000
From Guru to Sanyasi
Independent market expert Sandip Sabharwal said bull markets make many “Investment Gurus” but bear markets make a lot of them “Sanyasis”.
Bull Markets make many “Investment Gurus”Bear Markets make a lot of them “Sanyasis”
— sandip sabharwal (@sandipsabharwal) 1617800717000
