ContrarianEPS's Threads | Buzz Chronicles

ContrarianEPS
@contrarianEPS

think different

src: intelligent investor

ContrarianEPS
@contrarianEPS

MF : investors must not time the market

Same MF coming with 5 NFOs in bull mkt. best timing decision?

ContrarianEPS
@contrarianEPS

@Bapu__Mishra hardly. 30-40 stocks is fine

ContrarianEPS
@contrarianEPS

zomato reports larger loss than previous quarter

analyst prepping for concall: sir, what is the reason for the loss with rebound in sales and expected operating leverage.

zomato: sorry we don’t hold concall

ContrarianEPS
@contrarianEPS

earning growth -skill
re rating - luck

those who don’t believe this, haven’t been in the market long enough to understand this.

ContrarianEPS
@contrarianEPS

all investors must honestly compute their last 3 & 5 y return.
if it is less than even fd return, hire an advisor or sip in index/ mf.

Losing money on free tips is okay.

But buying an investment book worth Rs. 500/- is a waste of money.

Random observation \U0001f937\u200d\u2640\ufe0f
— Vivek (@Vivek_Investor) June 10, 2021

https://t.co/6FLAcqgKzc

ContrarianEPS
@contrarianEPS

@SunDudez @Iamsamirarora Even if one had invested when Infosys valuations' were at its peak, one would have still made index-par returns in hindsight

ContrarianEPS
@contrarianEPS

Charles Kindleberger: “There is nothing as disturbing to one’s well-being and judgment as to see a friend get rich”

ContrarianEPS
@contrarianEPS

https://t.co/POf90ZS0Zf

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

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..”

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.

Authors ContrarianEPS