ContrarianEPS's Threads | Buzz Chronicles

if John Templeton were Indian:

\u201cBull markets are born on pessimism, grow on skepticism, mature on optimism and die on Motilal Oswal buy call.\u201d (broker mosl)
— ContrarianEPS (@contrarianEPS) May 3, 2019

ContrarianEPS
@contrarianEPS

Judging a hyper-growth stock by what it can become someday is like astrology.

It's too random to be useful.

Judging a hyper-growth stock by its P/E ratio is like judging a 7-year old by their SAT score.

It's too soon for the number to be useful.
— Brian Feroldi (@BrianFeroldi) November 23, 2021

ContrarianEPS
@contrarianEPS

when a stock you own becomes expensive, you rationalize holding on by calling it a compounder. base rate says v v few stocks are real compounders , rest are just pigs with lipstick.

ContrarianEPS
@contrarianEPS

zomato’s mcap = 70k cr
if you are a value investor, as per buffett’s logic of good price -> zomato must earn 7,000 cr to 8,500 cr pre-tax profit by fy 27
(actually more as India’s cost of equity is higher)
zomato peak sales 2600 cr

lot of dumb ppl have commented shit despite a mention “if you are a value investor..”

AnmolNarula11 Authors ContrarianEPS