Channel name was changed to «Small Cap Fortunes with Richa Agarwal»
Thank you all of you for joining.
I hope to keep you all updated with interesting themes emerging in markets and economy, with a focus on smallcap space. I hope the ideas I’ll share here will help you to develop the right thought process and approach, to make the most of long term wealth building opportunities in the stock markets.
Speaking of which, I think it’s an irony that companies that can’t generate profit for themselves, and have to seek external funds (first private investors, now IPOs), are considered as the next big opportunity in the markets. I recently shared my views on the matter here.
Anyway, it’s interesting to track how similar businesses and their stocks that are based in the US have performed. Here’s an interesting article on Doordash, US based food delivery entity (similar to Zomato that’s planning an IPO). By the way, it’s worth noting here that Doordash is down 16% from the listing price, vs double digit gains in the benchmark index).
I hope to keep you all updated with interesting themes emerging in markets and economy, with a focus on smallcap space. I hope the ideas I’ll share here will help you to develop the right thought process and approach, to make the most of long term wealth building opportunities in the stock markets.
Speaking of which, I think it’s an irony that companies that can’t generate profit for themselves, and have to seek external funds (first private investors, now IPOs), are considered as the next big opportunity in the markets. I recently shared my views on the matter here.
Anyway, it’s interesting to track how similar businesses and their stocks that are based in the US have performed. Here’s an interesting article on Doordash, US based food delivery entity (similar to Zomato that’s planning an IPO). By the way, it’s worth noting here that Doordash is down 16% from the listing price, vs double digit gains in the benchmark index).
Is PE (price to earnings) a relevant metric for capturing the magnitude and longevity of a business?
As Terry Smith points out in his book “Investing for Growth’, you could have paid a PE multiple of over 50 times for companies like L’Oréal, Coca Cola, and Colgate, and still beaten the benchmark index in the long term. This article offers interesting insights on the perils of following mean reversion approach and ignoring the compounding power of businesses.
Is this true for Indian markets as well? In the video here, I have shared my perspective on Value vs growth debate with specific examples of companies listed in India.
As Terry Smith points out in his book “Investing for Growth’, you could have paid a PE multiple of over 50 times for companies like L’Oréal, Coca Cola, and Colgate, and still beaten the benchmark index in the long term. This article offers interesting insights on the perils of following mean reversion approach and ignoring the compounding power of businesses.
Is this true for Indian markets as well? In the video here, I have shared my perspective on Value vs growth debate with specific examples of companies listed in India.
Investment Masters Class
Fight the Fade - Round 2 — Investment Masters Class
Businesses Fade; its a fact. Market saturation, new competitors, management complacency and poor capital allocation all conspire against business growth. Today, corporate moats are being filled faster than ever as new technologies disrupt and challenge the…
Mr Madhusudan Kela shares his learnings in the stock market and his investing approach... Hope you enjoy watching this video.
YouTube
Madhusudhan Kela Of MK Ventures Speaks About How Not To Lose Money Rather Grow It | Investment Guide
Madhusudhan Kela of MK Ventures speaks about the top learnings of the market, identification of a theme or a sector & more.
#CNBCTV18 #BusinessNews #ShareMarketToday #Nifty #Sensex
CNBC-TV18 is India's No.1 Business medium and the undisputed leader in…
#CNBCTV18 #BusinessNews #ShareMarketToday #Nifty #Sensex
CNBC-TV18 is India's No.1 Business medium and the undisputed leader in…
A great discussion on life, investing and some good reading suggestions by Professor Sanjay Bakshi and Mr Neeraj Marathe… Video link here.
Fundoo Professor
The Opposite of a Good Idea
November 2020 talk at CFA Society: Thank you Rory Sutherland in whose awesome book, I found the idea. And he tells us that it was earlier mentioned by none other than Nils Bohr
Quick Question:
Do you know there is a secret market segment called “Phase One Stocks”… which is filled with pathbreaking companies in their early growth phase?
No? Don’t worry…
Watch as our top-analyst Richa Agarwal reveals what they are and how to grab their full details: https://youtu.be/x_KzozW9NEU
Do you know there is a secret market segment called “Phase One Stocks”… which is filled with pathbreaking companies in their early growth phase?
No? Don’t worry…
Watch as our top-analyst Richa Agarwal reveals what they are and how to grab their full details: https://youtu.be/x_KzozW9NEU
PE ratio is one of the most commonly used valuation tools. However, without understanding basics, using them to make investment decisions could harm your investments. In this video, I have covered some points to keep in mind while using PE ratios to make better investment decisions... Hope you find it useful.
YouTube
What is P/E Ratio? | How to Read Price / Earnings Ratio Correctly | High - Low P/E Stocks
Get your hands on 3 Super Smallcaps before anyone else and make potentially life-changing gains in just a few years... Watch here - https://youtu.be/CUOYDEZn2hE
P/E ratio is a deceptively simple tool for valuations. Here’s how not to read it, and make use…
P/E ratio is a deceptively simple tool for valuations. Here’s how not to read it, and make use…
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Your Invitation to Attend the Super Smallcaps Summit: http://www.eqtm.in/m9FDq (100% FREE)
Your Invitation to Attend the Super Smallcaps Summit: http://www.eqtm.in/m9FDq (100% FREE)
Smallcap index has beaten Sensex by a wide margin in the post Covid rally. Is it time to book profits? Or is there more juice left. Watch this video for my view on smallcaps.
YouTube
There is More Juice Left in the Rally | Smallcap Stocks | Richa Agrawal
Get your hands on 3 Super Smallcaps before anyone else and make potentially life-changing gains in just a few years... Watch here: - https://youtu.be/CUOYDEZn2hE
There is more to this smallcap rally than cyclicality.
Smallcaps have witnessed a great run…
There is more to this smallcap rally than cyclicality.
Smallcaps have witnessed a great run…
URGENT UPDATE:
The Super Smallcaps Summit with Richa Agarwal Goes Live at 5 PM Today…
Make Sure You Don’t Miss It…
Watch Now: http://www.eqtm.in/m9FDq
The Super Smallcaps Summit with Richa Agarwal Goes Live at 5 PM Today…
Make Sure You Don’t Miss It…
Watch Now: http://www.eqtm.in/m9FDq