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

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

2023 Toxic Stock Alert: Do You Own these Stocks?

Rahul Shah on his list of toxic stocks for 2023.

http://www.eqtm.in/Cb97G

Great feedback for the investor hour with Sumeet Nagar.

Do watch and let me know what you think.

https://youtu.be/yAAM3jcgOPQ

30 Winners in a Row

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

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

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

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

“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)

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

Life hacks:

Overthinking → Write

Feed your soul → Pray

Think clearer → Meditate

Improve mood → Exercise

Expand your mind → Read

Understand better → Teach

Confused → Take a walk in sun

Improve attitude → Express Gratitude

Burnt out → Cut social media and sleep



Source: Wise wonderer (Twitter)

Adani Group shares are under heavy selling pressure today.

The trigger seems to be a report by Hindenburg Research which has flagged off serious valuation and corporate governance issues at the group.

This reminds me of my own piece I wrote back in June 2021 around why I haven't recommended a single Adani group stock yet across any of my services.

Perhaps a good time to revisit the piece. Posting it here for your easy reference.

Why I Haven't Recommended Any Adani Group Stock Yet - Profit Hunter by Equitymaster
https://www.equitymaster.com/profit-hunter/detail.asp?date=06/23/2021&story=1&title=Why-I-Havent-Recommended-Any-Adani-Group-Stock-Yet#aPrev

The Adani Correction: An Opportunity of a Lifetime?

Rahul Shah wonders whether the Adani correction has created a great buying opportunity.

http://www.eqtm.in/Zr45Y