Hello,
Starting this thread to keep sharing interesting things with this community!
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The growth story of Sula.
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Why is this a much hated bull market?
Credits - https://x.com/abhymurarka/status/1811733282188374219?s=46&t=NjtPnpjb0SlSsWe5hS8kSA
“We often wonder why stocks that we own in our portfolios are moving so slowly, while others out in the market are behaving like Diwali rockets.”
“Stepping back a bit, one claim that climate change advocates have made not just about fossil fuel companies, but about all businesses, is that investors are underestimating the effects that climate change will have on economic systems and on value. These are three very different stories, but what they share in common is a fear, imminent or expected, of a catastrophic event that may put a company’s business at risk.”
Bad Assets Vs Good Liabilities by Professor Sanjay Bakshi
@shraddha These are actually very good and informative articles. Glad you are curating them.
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“Devina launched First Global 30 years ago as a securities firm, evolved it into an investment bank and now is a leading asset management firm with a global lens. First Global was the first Asian firm to get a membership of the prestigious London Stock Exchange in the late 90s. Research, investment strategy and fund management are the strengths of First Global. Prior to starting First Global, Devina had a seven-year-long stint at Citibank working on the Corporate Finance & Risk side. She’s an IIM-Ahmedabad gold medalist and was in the news for breaking a 60 year record as a college graduate for winning 8 gold medals which were awarded to her by Rajiv Gandhi while at Lucknow University. Devina has also featured in Fortune Magazine’s Most Powerful Indian Women in Business. She identified major multibaggers before they became mainstream - her most famous ones being HDFC, Amazon and Apple.”
Don’t even get started on FirstGlobal. They just harp with no substance to back up.
4 years back when smallcaps were beaten down, they were all pumped up on Asian Paints, HDFC and used to continuously bash smallcap stocks.
4 years ahead to 2024, we all know how it unfolded. An average smallcap stock outperformed the best largecap.
“Our greatest moral imperative is to solve the problem of poverty — and after over 75 years, we still have some distance to travel. Rajeswari Sengupta joins Amit Varma in episode 387 of The Seen and the Unseen for a deep dive into how we got here, where we went wrong, what we got right, and how we should look at the Indian economy going forward.”
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“This fellow is a school drop out. What the hell does he know. I am a CA, a MSc from LSE and I am an expert on investing as my ET articles vouch. Investment ideas are intellectual property. They are extremely valuable. Why the hell should I share my ideas with him? And if I am not sharing my ideas with him, I also see no point in looking at these annual reports.” Well, that mistake cost me tons of money because each of those stocks became multi-baggers.
But I didn’t know this fellow well enough. He kept on calling me. Then he started to advice me. He told me in 2000 to keep away from IT sector. After the great crash I realised that I had made a terrible mistake by ignoring him and I apologised to him, and he forgave me. He told me one sentence that I’ll never forget: He said:
“Bakshi, always remember, that knowledge grows through sharing.”
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