Patience pays
Harsh Goenka, chairman of RPG Group, put out a mantra for all stock traders, and may be even investors. “Successful trading in stocks is all about: 15% – clever buying, 15% – clever selling and 70% – clever waiting.”
Successful trading in stocks is all about -15% – clever buying15% – clever selling70% – clever waiting
— Harsh Goenka (@hvgoenka) 1622101553000
It’s a tie
Value investor Abhishek Basumallick explains why the risks and opportunities are evenly poised in the market now.
The risks to the market:- Overvaluation- Inflation- Earnings moderationThe positives:- Ample liquidity- Too… https://t.co/fDu44BavR7
— Abhishek Basumallick (@a_basumallick) 1622306594000
Grass is green on the other side
Zerodha and True Beacon co-founder Nikhil Kamath shares his learning from managing money for ultra-HNIs. “A 70-year-old billionaire will give up everything to switch lives with any 30-year-old. A 30-year-old will give up 40 years of his life to switch places.”
What did I learn from managing money for UHNIS?A 70-year-old billionaire will give up everything to switch lives… https://t.co/L0lOy6xvrl
— Nikhil Kamath (@nikhilkamathcio) 1622087484000
Time to show some discipline
Radhika Gupta of Edelweiss Mutual Fund said when markets are at all-time high, discipline tends to fall to all-time lows and so investors must invest wisely.
When markets are at an all time high, discipline tends to fall to all time lows. #InvestWisely
— Radhika Gupta (@iRadhikaGupta) 1622175817000
MF gyaan
Gupta said mutual fund investors should look at rolling returns as it indicates a fair expectation of average returns and helps you decide how long should you invest in it.
If there is one stat to look at while investing in a fund, it is rolling returns. Indicates:a) a fair expectati… https://t.co/rFfX1lXwen
— Radhika Gupta (@iRadhikaGupta) 1622049039000
Nifty misleading?
PMS fund manager and market veteran Basant Maheshwari says Nifty is not a true barometer of the economy. “A majority of Nifty companies are like those bright students who always excel whether they took private coaching or not.”
Nifty is not a true barometer of the economy the other indices are. A majority of Nifty companies are like those br… https://t.co/f4BiRd01PG
— Basant Maheshwari (@BMTheEquityDesk) 1621735473000
The outperformer
Guess which stock has outperformed Nifty, HDFC Bank, HDFC, Titan and Nestle in the last 21 years?
It’s JSW Steel (3100x) and returned a 49% CAGR since the year 2001. Comparable returns for TITAN (855x) is 40% CAGR… https://t.co/eMvxm5xpir
— Basant Maheshwari (@BMTheEquityDesk) 1622171689000
Bearish or bullish?
Kalpen Parekh of DSP Mutual Fund said for those who believe valuations are high have 4 choices before them.
If we believe Valuations are high, we have following choices1) dont invest2) SIP so future instalments May get l… https://t.co/XaNdWpnSUI
— Kalpen Parekh (@KalpenParekh) 1622116719000
3 secrets
Market veteran Shyam Sekhar shared the secret of staying in the market for decades.
“Run your own race.””Don’t sidecar blindly”. “Never compare”. That’s the secret of staying in market for decade… https://t.co/NF6kmPuehL
— Shyam Sekhar (@shyamsek) 1622169137000
Size issues
Sekhar shared another tip for retail investors. “Position sizing is everything. It stands between ideas and results. Buying too much or too little can change everything. Know your target position. Scale it to perfection. Results will flow.”
Position sizing is everything.It stands between ideas and results.Buying too much or too little – can change ever… https://t.co/PZdw67ruqf
— Shyam Sekhar (@shyamsek) 1621877387000
Midcap rockstars
Value investor Arun Mukherjee shared his list of 10 midcap stocks. Names include Relaxo, Dixon Technologies, Jubilant FoodWorks and Syngene.
Top 10 Midcap Rockstars:-1) SRF2) Relaxo3) PI ind4) Page ind5) Dixon 6) Jubilant food7) Navin florine8) Sy… https://t.co/wHnPVoIvLN
— Arun Mukherjee (@Arunstockguru) 1622275286000
