Forwarded from Equitymaster
Profit Hunter - A Stock Market Secret for 2023
What you really need to focus on is the cyclicality of smallcap valuations.
http://www.eqtm.in/e8N2Y
What you really need to focus on is the cyclicality of smallcap valuations.
http://www.eqtm.in/e8N2Y
image_2023-01-24_10-33-01.png
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Why Railway Stocks Have Long Term Upside – Image source: CMIE
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Forwarded from Equitymaster
Green Hydrogen Stocks - All Your Questions Answered - Here are some of the most important facts about green hydrogen stocks, the clean energy source for the future. http://www.eqtm.in/z7X5P
There is good reason why an Adani group stock featured in this special report for StockSelect subscribers published in October 2022 Three Ticking Time Bombs to Sell Now
Stocks that deserve no place in the portfolio of long-term investors.
Stocks that deserve no place in the portfolio of long-term investors.
Equitymaster
StockSelect: Research on Indian Large Cap Stocks | Equitymaster
Get, Buy and Sell stock market recommendations on Large Cap Indian companies every week from Equitymaster. (The goal of StockSelect is to recommend some of the safest blue chip stocks that can not just help protect your downside risks, but also become the…
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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.
Back in June 2021 my colleague Rahul Shah wrote a piece on why we haven't recommended a single Adani group stock yet across any of our services.
Perhaps a good time to revisit the piece. Posting it here for your easy reference.
The trigger seems to be a report by Hindenburg Research which has flagged off serious valuation and corporate governance issues at the group.
Back in June 2021 my colleague Rahul Shah wrote a piece on why we haven't recommended a single Adani group stock yet across any of our services.
Perhaps a good time to revisit the piece. Posting it here for your easy reference.
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Forwarded from Accelerated Profits by Rahul Shah
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
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
Equitymaster
Why I Haven't Recommended Any Adani Group Stock Yet - Profit Hunter by Equitymaster
What explains my reluctance to recommend Adani group stocks?
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GMO’s Jeremy Grantham on what a recovery in US stock markets could mean…
The S&P 500 needs a rally of 33% to recover last year’s losses in real (inflation-adjusted) terms, the Nasdaq an intimidating 61%, and ARKK, Cathie Wood’s ETF, as a proxy for aggressive growth stocks, would need to triple! Some of the very largest cap and most reliable growth names – the likes of Amazon, Alphabet, and Meta, the wonder companies of the past decade – have to rise 70% to 150% to regain their 2021 peaks. And the damage in a single year to broadly diversified stock/bond portfolios is the worst in nearly a century.
The S&P 500 needs a rally of 33% to recover last year’s losses in real (inflation-adjusted) terms, the Nasdaq an intimidating 61%, and ARKK, Cathie Wood’s ETF, as a proxy for aggressive growth stocks, would need to triple! Some of the very largest cap and most reliable growth names – the likes of Amazon, Alphabet, and Meta, the wonder companies of the past decade – have to rise 70% to 150% to regain their 2021 peaks. And the damage in a single year to broadly diversified stock/bond portfolios is the worst in nearly a century.
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Aswath Damodaran: Dealing with uncertainty in valuation
https://www.youtube.com/watch?v=a_VT-Uaj_jU&t=2167s
https://www.youtube.com/watch?v=a_VT-Uaj_jU&t=2167s
YouTube
Aswath Damodaran: Dealing with uncertainty in valuation
Professor Aswath Damodoran speaks at SKAGEN Funds New Years Conference 2023.
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Here is my Twitter thread on 5 cycles you should track to become a potentially more successful investor. https://twitter.com/Equitymaster/status/1618918166700371971
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Forwarded from Equitymaster
Adani Group Stocks - You View at these levels...
Final Results
25%
I am a Buyer
31%
No I am Not a Buyer
6%
I am a Short Seller
38%
I have No View on Adani Group Stocks
Tanushree on Bajaj Finance
In Profit Hunter, Tanushree Banerjee shares her view on Bajaj Finance’s record profits. Here’s an extract…
‘Even the riskiest business models could be advantageous to companies that exploit the ecosystem well.
The upside in the fintech megatrend cannot be denied. Being selective about the best players riding this trend can be an attractive mode of wealth creation.’
http://www.eqtm.in/Zj23F
In Profit Hunter, Tanushree Banerjee shares her view on Bajaj Finance’s record profits. Here’s an extract…
‘Even the riskiest business models could be advantageous to companies that exploit the ecosystem well.
The upside in the fintech megatrend cannot be denied. Being selective about the best players riding this trend can be an attractive mode of wealth creation.’
http://www.eqtm.in/Zj23F
Equitymaster
What Bajaj Finance's Record Profits Mean for Investors... - Profit Hunter by Equitymaster
It is natural to assume that a company that has BNPL at its core can flounder. But Bajaj Finance proves us wrong.
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How to Identify Adani and Vakrangee-like Stocks
The critical parameters to watch out in too-good-to-be-true stocks.
http://www.eqtm.in/Gi6d8
The critical parameters to watch out in too-good-to-be-true stocks.
http://www.eqtm.in/Gi6d8
Forwarded from Equitymaster
On a Scale of 1 to 10, with 10 being the highest, I would rate the budget...
Final Results
19%
0 - 3
30%
4 - 6
39%
7 - 9
13%
10
Forwarded from Equitymaster
Profit Hunter - Equitymaster's Editors on the Union Budget
Our editors weigh in with their views on the budget.
http://www.eqtm.in/g4WXb
Our editors weigh in with their views on the budget.
http://www.eqtm.in/g4WXb
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Should Investors look at #AdaniStocks after the Fall or is it a Falling Knife and should be Avoided? My colleague Aditya Vora
@adityavora89
shares his thoughts in this Twitter thread...https://twitter.com/Equitymaster/status/1621130135939461121
@adityavora89
shares his thoughts in this Twitter thread...https://twitter.com/Equitymaster/status/1621130135939461121
Forwarded from Accelerated Profits by Rahul Shah
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
Rahul Shah wonders whether the Adani correction has created a great buying opportunity.
http://www.eqtm.in/Zr45Y
My tweet on choosing the best defence stocks https://twitter.com/Equitymaster/status/1621462383066750976
Twitter
Tanushree Banerjee identifies a sector that could produce potentially multibagger stocks from a bulk of the government capex plan outlined in the Budget. Here goes... .#UnionBudget2023 #3xstocks
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The crash in Adani group stocks and anxiety about tax implications pre and post Budget 2023 have created several mispriced opportunities in bluechips and midcaps.
Therefore, our attempt is to make a wishlist of safe stocks. But before that it is pertinent to book profits in stocks that are fairly priced.
Please find an update on the stocks of Britannia Industries and Laurus Labs in your mailboxes.
Therefore, our attempt is to make a wishlist of safe stocks. But before that it is pertinent to book profits in stocks that are fairly priced.
Please find an update on the stocks of Britannia Industries and Laurus Labs in your mailboxes.
Equitymaster
Top Adani Group Stocks | Equitymaster
Find the list of Top Adani Group Stocks in India using the Equitymaster Stock screener.
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Forwarded from Equitymaster
Rajashekhar Iyer On His Unique Benjamin Graham+ Approach to Picking Stocks
Rajashekhar Iyer, recognised as one of India's super investors, shares his unique approach to investing. Based on Benjamin Graham's teachings, he has evolved it when it comes to when to buy, when to sell and how much to invest in a stock. It is bound to get you thinking.
http://www.eqtm.in/Sa5t4
Rajashekhar Iyer, recognised as one of India's super investors, shares his unique approach to investing. Based on Benjamin Graham's teachings, he has evolved it when it comes to when to buy, when to sell and how much to invest in a stock. It is bound to get you thinking.
http://www.eqtm.in/Sa5t4
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Forwarded from Equitymaster
Rahul Shah's Secret to 94%, 116% and 144% Gains in a Year...
A know nothing investor's path to big gains.
Profit from India’s Third Giant Leap
Here’s an extract…
Tanushree explains Rahul Shah’s secret of finding multibagger stocks…
Most investors fail to fetch return of capital, forget return on capital, for penny stocks. But his deep value, quantitative style of stock picking has allowed Rahul to make some remarkable recommendations in this segment for more than a decade.
If you don’t believe me, take a look at some of these returns…
94.1% gains in 9 months.
116.1% gains in 6 months.
144.4% gains in 15 months.
In my recent interaction with him, Rahul revealed that he has made few tweaks to his screeners to suit a completely new group of stocks, which he is tracking.
Read on to know more…
http://www.eqtm.in/g2C9X
A know nothing investor's path to big gains.
Profit from India’s Third Giant Leap
Here’s an extract…
Tanushree explains Rahul Shah’s secret of finding multibagger stocks…
Most investors fail to fetch return of capital, forget return on capital, for penny stocks. But his deep value, quantitative style of stock picking has allowed Rahul to make some remarkable recommendations in this segment for more than a decade.
If you don’t believe me, take a look at some of these returns…
94.1% gains in 9 months.
116.1% gains in 6 months.
144.4% gains in 15 months.
In my recent interaction with him, Rahul revealed that he has made few tweaks to his screeners to suit a completely new group of stocks, which he is tracking.
Read on to know more…
http://www.eqtm.in/g2C9X
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