Please check out my piece on why IRCTC share price has been lackluster even as other rail stocks seem to have hit a bit of a purple patch.
Why Are Other Rail Stocks Going Up But Not IRCTC? - Profit Hunter by Equitymaster
https://www.equitymaster.com/profit-hunter/detail.asp?date=11/21/2022&story=1&title=Why-Are-Other-Rail-Stocks-Going-Up-But-Not-IRCTC
https://www.equitymaster.com/profit-hunter/detail.asp?date=11/21/2022&story=1&title=Why-Are-Other-Rail-Stocks-Going-Up-But-Not-IRCTC
Equitymaster
Why Are Other Rail Stocks Going Up But Not IRCTC? - Profit Hunter by Equitymaster
Why is IRCTC not participating in the rail sector bull run.
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My colleague and head of smallcap research at Equitymaster, Richa Agarwal, has zeroed in on her Top 3 Stocks for 2023.
Richa believes these are the 3 Smallcap stocks that every Indian should consider owning.
She revealed details of these stocks at her recent online event.
I will highly recommend you watch this special recording of the event to get all the details.
You can click the link below to watch now
Richa believes these are the 3 Smallcap stocks that every Indian should consider owning.
She revealed details of these stocks at her recent online event.
I will highly recommend you watch this special recording of the event to get all the details.
You can click the link below to watch now
Forwarded from Equitymaster
Mihir Vora on GARP Investing
Mihir Vora is a ‘growth at a reasonable price (GARP)’ stock picker. He is always thinking where he can find growth...and how he can get to ride it in a way that ends in potentially large profits.
Fortunately for his investors, he does this quite often!
I talk to Mihir about his journey, his GARP approach, and as always about portfolio construction and asset allocation.
Listen in... https://youtu.be/nUmZpf42iVY
Recent editions of the Investor Hour...
Nilesh Shah on Destiny, Doing the Right Thing and the Big Indian Investment Opportunity
Vijay Kedia on Betting Big on Stocks
Manish Sabharwal on India’s 25-Year Economic Bull Run
Mihir Vora is a ‘growth at a reasonable price (GARP)’ stock picker. He is always thinking where he can find growth...and how he can get to ride it in a way that ends in potentially large profits.
Fortunately for his investors, he does this quite often!
I talk to Mihir about his journey, his GARP approach, and as always about portfolio construction and asset allocation.
Listen in... https://youtu.be/nUmZpf42iVY
Recent editions of the Investor Hour...
Nilesh Shah on Destiny, Doing the Right Thing and the Big Indian Investment Opportunity
Vijay Kedia on Betting Big on Stocks
Manish Sabharwal on India’s 25-Year Economic Bull Run
YouTube
Mihir Vora on GARP Investing | Investor Hour
Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/a8A3L
Mihir Vora’s ‘growth at a reasonable price (GARP)’ approach to stock picking has catapulted him to great heights in the world of money management.
Mihir Vora is a ‘growth…
Mihir Vora’s ‘growth at a reasonable price (GARP)’ approach to stock picking has catapulted him to great heights in the world of money management.
Mihir Vora is a ‘growth…
Nice things are expected of PVR Ltd after its merger with Inox. It is believed that the merger could do a world of good to the business and to the stock price.
However, I see certain red flags that investors need to be wary of. What are these red flags exactly and what kind of damage can they cause to the company's stock price.
Check out my latest piece to find out.
However, I see certain red flags that investors need to be wary of. What are these red flags exactly and what kind of damage can they cause to the company's stock price.
Check out my latest piece to find out.
Can PVR Do a PayTm or Nykaa in 2023? - Profit Hunter by Equitymaster
https://www.equitymaster.com/profit-hunter/detail.asp?date=11/28/2022&story=1&title=Can-PVR-Do-a-PayTm-or-Nykaa-in-2023
https://www.equitymaster.com/profit-hunter/detail.asp?date=11/28/2022&story=1&title=Can-PVR-Do-a-PayTm-or-Nykaa-in-2023
Equitymaster
Can PVR Do a PayTm or Nykaa in 2023? - Profit Hunter by Equitymaster
While new age tech companies like Paytm and Nykaa have come under bear attack, is a popular stock like PVR Ltd also under same threat?
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Forwarded from Equitymaster
This week on the Investor Hour...
Nithin Eapen is a "long-term" crypto investor. Surprising as this may seem, it’s true.
Apart from being a successful crypto investor, Nithin’s other strength is that he can explain all things crypto in a way that you can make sense of it.
So, if you want to learn about the world of crypto...how it works, how scams happen and how you can try and ride it, this is a must listen...
https://youtu.be/TteBXDY_e3M
Nithin Eapen is a "long-term" crypto investor. Surprising as this may seem, it’s true.
Apart from being a successful crypto investor, Nithin’s other strength is that he can explain all things crypto in a way that you can make sense of it.
So, if you want to learn about the world of crypto...how it works, how scams happen and how you can try and ride it, this is a must listen...
https://youtu.be/TteBXDY_e3M
YouTube
Nithin Eapen on the Big Crypto Opportunity and Scams | Investor Hour
Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/a8A3L
How scams happen and how you can try and ride it, this is a must listen...
Nithin Eapen is a long-term crypto investor. Surprising as this may seem, it’s true.
Apart…
How scams happen and how you can try and ride it, this is a must listen...
Nithin Eapen is a long-term crypto investor. Surprising as this may seem, it’s true.
Apart…
Recently, we editors, Richa Agarwal, Tanushree Banerjee, and I were live on the first ever Equitymaster Live Stream, exclusively for subscribers.
The session was hosted by our CEO, Rahul Goel, and we shared our views on stocks and sectors, the forces affecting the market, asset allocation, and much more.
We also discussed specific examples of companies ...and the lessons learnt from certain recommendations.
Finally, we answered questions from subscribers. In case you missed attending the live stream you could listen to the recording. The interaction could be helpful in addressing some of your queries. https://www.equitymaster.com/private-briefing/detail.asp?date=11/22/2022&story=6&title=Equitymasters-Editors-on-the-Best-Opportunities-in-the-Stock-Market
The session was hosted by our CEO, Rahul Goel, and we shared our views on stocks and sectors, the forces affecting the market, asset allocation, and much more.
We also discussed specific examples of companies ...and the lessons learnt from certain recommendations.
Finally, we answered questions from subscribers. In case you missed attending the live stream you could listen to the recording. The interaction could be helpful in addressing some of your queries. https://www.equitymaster.com/private-briefing/detail.asp?date=11/22/2022&story=6&title=Equitymasters-Editors-on-the-Best-Opportunities-in-the-Stock-Market
Equitymaster
Private Briefing: A direct line of communication between our premium members, and Rahul Goel, CEO, Equitymaster.
A warm welcome to Private Briefing.
2023 Toxic Stock Alert: Do You Own these Stocks?
Rahul Shah on his list of toxic stocks for 2023.
http://www.eqtm.in/Cb97G
Rahul Shah on his list of toxic stocks for 2023.
http://www.eqtm.in/Cb97G
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Forwarded from Equitymaster
Great feedback for the investor hour with Sumeet Nagar.
Do watch and let me know what you think.
https://youtu.be/yAAM3jcgOPQ
Do watch and let me know what you think.
https://youtu.be/yAAM3jcgOPQ
YouTube
Sumeet Nagar on Making it Big with Small & Midcap Stocks | Investor Hour
Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/a8A3L
Sumeet Nagar’s amazing track record in the smallcap and midcap space is no fluke.
He has a solid decision-making process on which stocks to buy, how much to buy, and…
Sumeet Nagar’s amazing track record in the smallcap and midcap space is no fluke.
He has a solid decision-making process on which stocks to buy, how much to buy, and…
30 Winners in a Row
My Proven Stock Picking System - The 10X Blueprint
Going LIVE Today at 5PM
http://www.eqtm.in/Fw3p7
My Proven Stock Picking System - The 10X Blueprint
Going LIVE Today at 5PM
http://www.eqtm.in/Fw3p7
A 20-Stock Watchlist for a Rewarding 2023
Rahul Shah on 20 stocks that you should watch out for in 2023.
http://www.eqtm.in/r2R4M
Rahul Shah on 20 stocks that you should watch out for in 2023.
http://www.eqtm.in/r2R4M
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Hi, let us have a small poll.
What is your return expectation from Sensex for 2023?
What is your return expectation from Sensex for 2023?
Anonymous Poll
12%
-5% to -15%
32%
0% to 10%
40%
10% to 20%
19%
>20%
Dear Valued Member,
I have big news for you.
And I haven’t been this excited about something for a long time now.
But this is special.
We have finally cracked the solution to the biggest problem our members like you had at Equitymaster.
You have been asking for this for years...
And it is finally time we reveal this to you.
Mark Your Calendar for the Tomorrow, 15th of Dec 2022, 5pm.
That is when we will make the big reveal.
Look out for an email with the subject line “INTRODUCING: Equitymaster’s Ultimate 30...” in your inbox.
Trust me, this is unlike anything we have ever done.
See you there
I have big news for you.
And I haven’t been this excited about something for a long time now.
But this is special.
We have finally cracked the solution to the biggest problem our members like you had at Equitymaster.
You have been asking for this for years...
And it is finally time we reveal this to you.
Mark Your Calendar for the Tomorrow, 15th of Dec 2022, 5pm.
That is when we will make the big reveal.
Look out for an email with the subject line “INTRODUCING: Equitymaster’s Ultimate 30...” in your inbox.
Trust me, this is unlike anything we have ever done.
See you there
❤13
Forwarded from Equitymaster
On the Investor Hour this Week...
Chris Mayer, portfolio manager and the author of 100 Baggers, shares his stock picking process, its evolution and why he believes the “old” Buffett stock picking method may not work anymore.
We dive deep into his approach to portfolio construction and asset allocation.
Over all a master class on stock picking, portfolio construction and asset allocation. It’s unmissable.
Listen in...
https://youtu.be/-wlnUoshFWg
Chris Mayer, portfolio manager and the author of 100 Baggers, shares his stock picking process, its evolution and why he believes the “old” Buffett stock picking method may not work anymore.
We dive deep into his approach to portfolio construction and asset allocation.
Over all a master class on stock picking, portfolio construction and asset allocation. It’s unmissable.
Listen in...
https://youtu.be/-wlnUoshFWg
YouTube
Chris Mayer on How to Pick “100 Bagger” Stocks | Investor Hour
Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/a8A3L
Chris Mayer, portfolio manager and the author of 100 Baggers, shares his stock picking process, its evolution and why he believes the “old” Buffett stock picking method…
Chris Mayer, portfolio manager and the author of 100 Baggers, shares his stock picking process, its evolution and why he believes the “old” Buffett stock picking method…
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Which of the following sectors will give maximum returns in 2023?
Anonymous Poll
27%
IT
47%
Banking and Finance
11%
FMCG
15%
Pharma
Time to Buy this Crash-Proof Investment?
Rahul Shah wonders whether nearly 50% of your portfolio stocks can go down in 2023.
http://www.eqtm.in/Lo5i3
Rahul Shah wonders whether nearly 50% of your portfolio stocks can go down in 2023.
http://www.eqtm.in/Lo5i3
“I think too often, young analysts believe that the goal of an analyst is to demonstrate how much they know about a company and build a perfect earnings model.
I don't think I've ever seen an analyst model their way to a great stock idea! I view the goal of the analyst as developing conviction that the consensus is wrong about something important. Then their job is to communicate why they believe they are correct and the consensus is wrong and to compute the valuation impact.
Once we own a stock, their job is to actively monitor new information to assess if their view or the consensus view is coming to fruition. There are a lot of important areas the consensus can be wrong: management quality, business quality, long-term potential differing from current results, valuable non-earning assets, and so on.
To make excess profits, you need to hold a nonconsensus view and be right.” - Bill Nygren (quote courtesy - Joe Koster)
I don't think I've ever seen an analyst model their way to a great stock idea! I view the goal of the analyst as developing conviction that the consensus is wrong about something important. Then their job is to communicate why they believe they are correct and the consensus is wrong and to compute the valuation impact.
Once we own a stock, their job is to actively monitor new information to assess if their view or the consensus view is coming to fruition. There are a lot of important areas the consensus can be wrong: management quality, business quality, long-term potential differing from current results, valuable non-earning assets, and so on.
To make excess profits, you need to hold a nonconsensus view and be right.” - Bill Nygren (quote courtesy - Joe Koster)
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Why are Investors Paying 2x More for Relaxo than HUL?
Rahul Shah wonders whether Relaxo's significantly higher valuations than HUL are justified?
http://www.eqtm.in/r9N6K
Rahul Shah wonders whether Relaxo's significantly higher valuations than HUL are justified?
http://www.eqtm.in/r9N6K
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