Profit Hunter - Buy The Fear: Is It Time To Follow Buffets Advice?

The market mood index, a sentiment indicator is in deep fear zone, find out what you should investors do

http://www.eqtm.in/d5QRz

10 Of The Best Investing Podcasts On The Planet (2023) https://acquirersmultiple.com/2023/04/10-of-the-best-investing-podcasts-on-the-planet-2023/

Can a Stock Like Titan Create More Super Investors?

In recent quarters, competition has started nibbling into Tanishq’s profits.

Can Titan Create More Super Investors?

Here’s an extract…

Just last week, Tanushree explained how Titan transformed itself from a failing business to a mutibagger.

So much so that the stock ended up being the jewel in the Tata crown.

Also, its returns over last two decades turned investors like the late Rakesh Jhunjhunwala into super investors.

But it is important to note that the contribution from the gold business (Tanishq) and the sharp spurt in gold prices have been instrumental in Titan’s fortune.

Question is, can the stock of Titan continue to deliver irrespective of the upside in gold?

Also, does the business have enough steam to generate earnings growth when valuations are already steep?

http://www.eqtm.in/Fg24S

Sometimes narratives can become very dense and that’s why you need numbers to keep your discipline. In fact, when I start my valuation class, I have 350 MBAs who take my class and it’s in an amphitheater. I start with the question, how many of you are more naturally number crunchers? And about 200 put up their hands; ex-bankers, recovering accountants, auditors, actuary, scientists, mathematicians. And the other 150 are natural storytellers, liberal arts majors because MBA programs have become incredibly diverse.

And I tell them what my endgame for the class is, I said, by the end of this class, and I turned to my number crunchers, I said, look, I hope you have enough belief in your own imagination that you’re willing to let go because they’ve spent a lifetime being told that being subjective is a weakness, making judgments about something is a weakness. And then I turn to my storytellers, I said, by the end of this class, I hope you have enough confidence with numbers so you’d become a disciplined storyteller. Listen in to Aswath Damodaran

What Tata Elxsi Taught Me About Selling Stocks

I do not hesitate to pass on this lesson every time I’m asked if I recommended a sell too early.

A Lesson from the Stock of Tata Elxsi

Here’s an extract…

The quandary was whether to act on the misjudgment and recommend exiting the stock.

Or to stay greedy for further gains until the stock starts correcting.

Read on to find out…

http://www.eqtm.in/t5SAx

Can a Stock Like Titan Create More Super Investors?

In recent quarters, competition has started nibbling into Tanishq's profits.

http://www.eqtm.in/x9S6Y

Mohnish Pabrai on Investing in Stocks that Make "No Sense"

Mohnish Pabrai is a stock picker par excellence. His approach is pretty simple...buy stocks trading at valuations that make no sense.

http://www.eqtm.in/Wj96Z

You wouldn’t think a portfolio consisting of bank loans and high-quality Treasury and mortgage-backed bonds could be vulnerable to a meltdown that would render a bank insolvent. But the scale of SVB’s bond investments, the length of the maturities, and the extent of the Fed’s interest rate hikes put SVB at risk, and the rapidity of the withdrawals caused the problem to run far ahead of the solutions.

https://www.oaktreecapital.com/insights/memo/lessons-from-silicon-valley-bank

What Infosys and HDFC Bank Results Don't Tell You

Even a genius mathematician had once been a victim of such market volatility.

Infosys and HDFC Bank Results

Here’s an extract…

Tanushree on these two stocks going forward. Here’s an extract…

Infosys failed to meet its own guidance, despite a reasonable earnings growth at 15.4% for the year. Analysts tracking quarterly numbers were disappointed. And the stock was taken to the cleaners.

What the results did not say was that such earnings volatility has been a part of Infosys’ track record for decades.

And the sharp correction in the PE multiples have been a great opportunity to accumulate the stock. But only if investors have a long-term perspective.
Similar is the case with HDFC Bank.

Read on to know more…

http://www.eqtm.in/Fp25M

How to Look for Healthy Option in QSR Stocks

There is a way to rule out the unhealthy option in pizza, burger and donut stocks.

http://www.eqtm.in/t4XNw

3 Caveats Before Considering the Mankind Pharma IPO

Every domestic pharma stock in India must contend with these woes.

Mankind Pharma IPO

Here’s an extract…

When companies in other sectors were wriggling under the pains of Covid-19, most Indian pharma companies basked in the glory of being cheap vaccine and drug suppliers.

But the pandemic was a short-lived honeymoon period for the sector.

In fact, even as markets get excited about the latest pharma IPO in the offing, some caveats are in order.

http://www.eqtm.in/Mw8y5

What I Find Exciting about Tata Steel and Boring Steel Stocks

Both India and Turkey are set to change the global supply chain.

http://www.eqtm.in/Xy7r4

NSE Nifty Index Heatmap

https://www.equitymaster.com/india-markets/nifty/nse-nifty-heatmap?utm_source=short-url

I would like my legacy to be a more relentless determination to develop and use what I call an uncommon sense. – Charlie Munger
https://acquirersmultiple.com/2023/05/charles-munger-theres-a-lot-of-agony-out-there/