Forwarded from Equitymaster
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https://www.reuters.com/world/india/india-finds-lithium-deposits-first-time-country-2023-02-09/
Lithium resources are critical for India's electric vehicle and electronics manufacturing megatrends
Lithium resources are critical for India's electric vehicle and electronics manufacturing megatrends
Reuters
India finds Lithium deposits for first time in country
The Geological Survey of India (GSI) said on Thursday it has found lithium deposits for the first time in the country.
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I've just joined Rahul Shah's special event on India's Third Giant Leap
Very soon, he is going to reveal details of his top 3 stocks to ride this giant leap.
Don't miss it for anything.
Just click the link below to join right away:
http://www.eqtm.in/x8A3H
Very soon, he is going to reveal details of his top 3 stocks to ride this giant leap.
Don't miss it for anything.
Just click the link below to join right away:
http://www.eqtm.in/x8A3H
👍1
Forwarded from Equitymaster
Vetri Subramaniam on How to Select Stocks, Build a Portfolio and Avoid Fraudulent Stocks
Vetri Subramaniam shares his thoughts on how to pick stocks, build a portfolio and avoid fraudulent stocks.
http://www.eqtm.in/t3B5E
Vetri Subramaniam shares his thoughts on how to pick stocks, build a portfolio and avoid fraudulent stocks.
http://www.eqtm.in/t3B5E
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Forwarded from Equitymaster
Why the Third Giant Leap is Exciting for Indian Stocks
India’s Third Giant Leap
Tanushree shares her view on India’s third giant leap…
The pandemic exposed the fragility of global supply chains. The absence and insufficient supply of certain components completely halted production at the supply hubs.
Meanwhile, India emerged as a viable alternative.
The government’s focus on PLI, ease of business, and important regulations for defence, electric vehicles, semiconductors, drones, data centres, etc, thew open wide opportunities for Indian makers.
This megatrend has not come as a surprise to me. I believe we are just at the start of this megatrend. There is a long runway ahead. And for Indian investors, many multibagger stocks to profit from.
http://www.eqtm.in/w3WJx
India’s Third Giant Leap
Tanushree shares her view on India’s third giant leap…
The pandemic exposed the fragility of global supply chains. The absence and insufficient supply of certain components completely halted production at the supply hubs.
Meanwhile, India emerged as a viable alternative.
The government’s focus on PLI, ease of business, and important regulations for defence, electric vehicles, semiconductors, drones, data centres, etc, thew open wide opportunities for Indian makers.
This megatrend has not come as a surprise to me. I believe we are just at the start of this megatrend. There is a long runway ahead. And for Indian investors, many multibagger stocks to profit from.
http://www.eqtm.in/w3WJx
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https://www.youtube.com/watch?v=9VVPO3KWj3A At the Daily Journal annual shareholder meeting on February 15, Charlie Munger said investing in Chinese e-commerce and technology company Alibaba was his biggest mistake. He said...
“In thinking about Alibaba, I got charmed by their position in the Chinese internet and didn’t stop to realize, 'they’re still a gawd-damned retailer.'”
“In thinking about Alibaba, I got charmed by their position in the Chinese internet and didn’t stop to realize, 'they’re still a gawd-damned retailer.'”
YouTube
Charlie Munger On BYD, Tesla, Alibaba and Bitcoin — Daily Journal’s Shareholders Meeting — 2/15/2023
Billionaire investor and Berkshire Hathaway Vice Chairman Charlie Munger speaks at the Annual Shareholders Meeting of the Daily Journal Corporation.
The live stream of the Daily Journal Annual Shareholders Meeting will take place on Wednesday, February…
The live stream of the Daily Journal Annual Shareholders Meeting will take place on Wednesday, February…
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Forwarded from Equitymaster
How to Profit from India's Lithium Discovery
How will this discovery benefit stock market investors?
Lithium Stocks in India
Here’s an extract…
Which stocks will benefit from the discovery of Lithium in India? Find out…
The big national news over the weekend was the discovery of Lithium in India.
The discovery has put India on the map as far as electric vehicles (EVs) are concerned. EVs are powered by Lithium-ion batteries.
There has been tremendous excitement in government circles, the media, and corporate India after this announcement was made.
There is talk about how India is all set to become the next EV hub and how our dependence on China for EV batteries will disappear.
Is this wishful thinking? Is it realistic? And most importantly, how can you, the investor, profit from it?
http://www.eqtm.in/w4P6Z
How will this discovery benefit stock market investors?
Lithium Stocks in India
Here’s an extract…
Which stocks will benefit from the discovery of Lithium in India? Find out…
The big national news over the weekend was the discovery of Lithium in India.
The discovery has put India on the map as far as electric vehicles (EVs) are concerned. EVs are powered by Lithium-ion batteries.
There has been tremendous excitement in government circles, the media, and corporate India after this announcement was made.
There is talk about how India is all set to become the next EV hub and how our dependence on China for EV batteries will disappear.
Is this wishful thinking? Is it realistic? And most importantly, how can you, the investor, profit from it?
http://www.eqtm.in/w4P6Z
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Checklist for Green Hydrogen Stocks
Three critical factors can decide if the green hydrogen stocks make money.
http://www.eqtm.in/f8XDi
Three critical factors can decide if the green hydrogen stocks make money.
http://www.eqtm.in/f8XDi
My Personal Invitation for You…
Dear Reader,
I’m sending you this personal invitation because of the current market conditions.
Since a while, I’ve been on a mission to identify potentially the most extraordinary ‘100 crore club’ stocks with the greatest money-multiplying potential.
On Monday, 27th February at 5pm IST, I’m going to lead you on to the greatest wealth creation journey of your lifetime.
That could give you a rare chance to build a massive fortune with potential ‘100 crore club’ stocks in the long-term.
Just see this page for more details…
http://www.eqtm.in/Pn92Y
Dear Reader,
I’m sending you this personal invitation because of the current market conditions.
Since a while, I’ve been on a mission to identify potentially the most extraordinary ‘100 crore club’ stocks with the greatest money-multiplying potential.
On Monday, 27th February at 5pm IST, I’m going to lead you on to the greatest wealth creation journey of your lifetime.
That could give you a rare chance to build a massive fortune with potential ‘100 crore club’ stocks in the long-term.
Just see this page for more details…
http://www.eqtm.in/Pn92Y
👍1
Forwarded from Equitymaster
How to Make Your Fortune in Stocks with 0.5% of the Market
This is how to avoid going horribly wrong when picking the next HDFC Bank and Titan.
How to Make a Fortune in the Market
Here’s an extract…
Tanushree on the correct way to find the biggest multibaggers in the market...
Even with all the hi-tech tools, screeners, and spread sheets at your disposal, you can go horribly wrong in picking the next HDFC Bank or Titan.
The last financial year can, at best, be treated as an anomaly.
If you assume that blindly picking stocks would give you returns from 2 out every 3 stocks in the future, your disappointment could be huge.
Moreover, in the event of a March 2020 like market crash, all your gains in questionable stocks, could get wiped out.
http://www.eqtm.in/Zi7d5
This is how to avoid going horribly wrong when picking the next HDFC Bank and Titan.
How to Make a Fortune in the Market
Here’s an extract…
Tanushree on the correct way to find the biggest multibaggers in the market...
Even with all the hi-tech tools, screeners, and spread sheets at your disposal, you can go horribly wrong in picking the next HDFC Bank or Titan.
The last financial year can, at best, be treated as an anomaly.
If you assume that blindly picking stocks would give you returns from 2 out every 3 stocks in the future, your disappointment could be huge.
Moreover, in the event of a March 2020 like market crash, all your gains in questionable stocks, could get wiped out.
http://www.eqtm.in/Zi7d5
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Forwarded from Equitymaster
The Safest Way to Beat the Market
The must-have skill to spot the top 1% of listed stocks.
How to Beat the Market
Here’s an extract…
Tanushree on the best way to consistently outperform the stock market...
90% of the effort of wealth creation in stocks, is zeroing on the right businesses and holding them for many years.
Paying any attention to the chaos around or turning to see other participants can be the biggest risk in the marble and spoon race.
Similarly, too much focus on other investors or the volatility in the market, is not the recipe to build a stock market fortune.
http://www.eqtm.in/f3MHm
The must-have skill to spot the top 1% of listed stocks.
How to Beat the Market
Here’s an extract…
Tanushree on the best way to consistently outperform the stock market...
90% of the effort of wealth creation in stocks, is zeroing on the right businesses and holding them for many years.
Paying any attention to the chaos around or turning to see other participants can be the biggest risk in the marble and spoon race.
Similarly, too much focus on other investors or the volatility in the market, is not the recipe to build a stock market fortune.
http://www.eqtm.in/f3MHm
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Forwarded from Equitymaster
What's your prediction for the Sensex for 2023 (end of year)?
Final Results
17%
Less than 55,000
21%
Between 55,000 to 60,000
30%
Between 60,000 and 65,000
18%
Between 65,000 and 70,000
14%
More than 70,000
Forwarded from Accelerated Profits by Rahul Shah
Charlie Munger's Rules highlighted by Warren Buffett in his latest shareholder letter....highly recommended....
1)The world is full of foolish gamblers, and they will not do as well as the patient investor.
2)If you don’t see the world the way it is, it’s like judging something through a distorted lens.
3)All I want to know is where I’m going to die, so I’ll never go there. And a related thought:
Early on, write your desired obituary – and then behave accordingly.
4)If you don’t care whether you are rational or not, you won’t work on it. Then you will stay irrational and get lousy results.
5)Patience can be learned. Having a long attention span and the ability to concentrate on one thing for a long time is a huge advantage.
6)You can learn a lot from dead people. Read of the deceased you admire and detest.
7)Don’t bail away in a sinking boat if you can swim to one that is seaworthy.
8)A great company keeps working after you are not; a mediocre company won’t do that.
9)Warren and I don’t focus on the froth of the market. We seek out good long-term investments and stubbornly hold them for a long time.
10)Ben Graham said, “Day to day, the stock market is a voting machine; in the long term it’s a weighing machine.” If you keep making something more valuable, then some wise person is going to notice it and start buying.
11)There is no such thing as a 100% sure thing when investing. Thus, the use of leverage is dangerous. A string of wonderful numbers times zero will always equal zero. Don’t count
on getting rich twice.
12)You don’t, however, need to own a lot of things in order to get rich.
13)You have to keep learning if you want to become a great investor. When the world changes, you must change.
14)Warren and I hated railroad stocks for decades, but the world changed and finally the country had four huge railroads of vital importance to the American economy. We were slow to recognize the change, but better late than never.
15)Finally, I will add two short sentences by Charlie that have been his decision-clinchers for decades: “Warren, think more about it. You’re smart and I’m right.”
1)The world is full of foolish gamblers, and they will not do as well as the patient investor.
2)If you don’t see the world the way it is, it’s like judging something through a distorted lens.
3)All I want to know is where I’m going to die, so I’ll never go there. And a related thought:
Early on, write your desired obituary – and then behave accordingly.
4)If you don’t care whether you are rational or not, you won’t work on it. Then you will stay irrational and get lousy results.
5)Patience can be learned. Having a long attention span and the ability to concentrate on one thing for a long time is a huge advantage.
6)You can learn a lot from dead people. Read of the deceased you admire and detest.
7)Don’t bail away in a sinking boat if you can swim to one that is seaworthy.
8)A great company keeps working after you are not; a mediocre company won’t do that.
9)Warren and I don’t focus on the froth of the market. We seek out good long-term investments and stubbornly hold them for a long time.
10)Ben Graham said, “Day to day, the stock market is a voting machine; in the long term it’s a weighing machine.” If you keep making something more valuable, then some wise person is going to notice it and start buying.
11)There is no such thing as a 100% sure thing when investing. Thus, the use of leverage is dangerous. A string of wonderful numbers times zero will always equal zero. Don’t count
on getting rich twice.
12)You don’t, however, need to own a lot of things in order to get rich.
13)You have to keep learning if you want to become a great investor. When the world changes, you must change.
14)Warren and I hated railroad stocks for decades, but the world changed and finally the country had four huge railroads of vital importance to the American economy. We were slow to recognize the change, but better late than never.
15)Finally, I will add two short sentences by Charlie that have been his decision-clinchers for decades: “Warren, think more about it. You’re smart and I’m right.”
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Why Adani’s $100 Billion Loss Hasn’t Tanked India’s Markets
https://www.nytimes.com/2023/02/11/business/india-adani-market.html
https://www.nytimes.com/2023/02/11/business/india-adani-market.html
NY Times
Why Adani’s $100 Billion Loss Hasn’t Tanked India’s Markets
The steadfastness of India’s economy attests to the size and seeming strength of the country’s broader business landscape.
Forwarded from Equitymaster
Are You Ready for India’s Lithium Stocks Gold Rush?
Hedge yourself by participating in the upside for other viable EV industry fuels.
India’s Lithium Gold Rush
Here’s an extract…
Get ready to profit from the gains…
A report by the International Energy Agency says more than half of lithium, cobalt and graphite processing and refining capacity is located in China.
Being dependant on Chinese exports is not a long term solution for India. Hence, India has been looking for Lithium reserves in countries all across the world.
Recently, the Geological Survey of India (GSI) found 51 lithium and gold deposits in the state of Jammu and Kashmir. The potential tonnage, 5.9 million, catapulted India from zero to among the top 10 in the world in lithium sourcing overnight.
http://www.eqtm.in/Ye59W
Hedge yourself by participating in the upside for other viable EV industry fuels.
India’s Lithium Gold Rush
Here’s an extract…
Get ready to profit from the gains…
A report by the International Energy Agency says more than half of lithium, cobalt and graphite processing and refining capacity is located in China.
Being dependant on Chinese exports is not a long term solution for India. Hence, India has been looking for Lithium reserves in countries all across the world.
Recently, the Geological Survey of India (GSI) found 51 lithium and gold deposits in the state of Jammu and Kashmir. The potential tonnage, 5.9 million, catapulted India from zero to among the top 10 in the world in lithium sourcing overnight.
http://www.eqtm.in/Ye59W
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Forwarded from Equitymaster
Quick Poll: My No. 1 investment pick currently is...
Final Results
65%
Stocks / Equity Mutual Funds
12%
Fixed Deposits / Bonds
8%
Gold / Silver
5%
Real Estate
11%
None of the above. I am holding Cash
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