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/

Do check out our heatmaps..on your favourite themes

Here is one on Drone stocks..
https://www.equitymaster.com/india-markets/drones/Drones-heatmap?utm_source=top-menu&utm_medium=website&utm_campaign=performance&utm_content=editorial

Infosys vs HDFC Bank: The 10 Year Bet?

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

http://www.eqtm.in/Se73N

Prof Aswath Damodaran on good versus bad banks

EV Stocks or EV Battery Stocks to Ride the Lithium Megatrend?

The traditional approach of stock selection may not work for lithium stocks just as they don’t for EV stocks.

India’s Lithium Megatrend

Here’s an extract…

The mere discovery of the lithium reserves isn’t automatically going to change everything. We will need to build processing infrastructure and expertise.

So, instead of scampering to be part of the lithium gold rush you need to carefully observe who is making the real money.

http://www.eqtm.in/y7CLo

Argentina raised interest rates to 97% to counter inflation at 100%!

This is how the economy started going downhill back in 2018
https://www.weforum.org/agenda/2018/06/the-roots-of-argentina-s-surprise-crisis/

What Tata Elxsi Taught Me About Selling Stocks

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

http://www.eqtm.in/m2R7P

Why Infosys and TCS are the Best Hedge Against Fancy AI Stocks

Investors looking to buy fancy AI stocks may have to shell out a fortune in terms of valuations.

Are Infosys and TCS AI Stocks?

Here’s an extract…

It may be a while before the technology finds wide scale commercial adoption like AI.

But with an early mover advantage, Indian tech majors can have a huge upside once the research on quantum technology begins to accelerate their product launches.

For investors, companies like Infosys and TCS offer the opportunity to ride the massive technology tailwind at relatively reasonable valuations.

http://www.eqtm.in/j3P5E

Aswath Damodaran: The flip side of the teaching mindset is the learning mindset, which is, you never stop learning, and I think as an investor, that’s a lesson that I think is worth remembering. You’re never the master of your craft. You keep working at it. And I think the very best investors know that. They know that they know a fraction of what they need to know and that they need to keep working. So, to me, that’s the essence of investing is to learn that you’re going to continue to make mistakes, market will throw surprises at you. And no matter how successful you’ve been in the past, there are more surprises to come.