Authors Siddhartha Bhaiya

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Siddhartha Bhaiya
Siddhartha Bhaiya
@sidd1307
Two of the best small cap investors I think are Anil Kumar Goel and Girish Gulati.

I don’t personally know them but I know they are good when I see their names appearing in shareholding list of some really good companies

🎩’s off
SMALL CAP ACE INVESTORS , INVESTORS , INVESTMENTS
Siddhartha Bhaiya
Siddhartha Bhaiya
@sidd1307
@ramnath2015 DCF is a lot of bullshit.
5 yrs back u could have run a DCF in ITC and come to great conclusion but over the last 5 yrs the youth globally has moved away from cigarettes to weed
VALUATION
Siddhartha Bhaiya
Siddhartha Bhaiya
@sidd1307
The other just entered into quality territory today 😜

Quality hone ke liye HIGH PE hona jaroori hai
SUGAR
Siddhartha Bhaiya
Siddhartha Bhaiya
@sidd1307
You wanna read bullshit, here it is.

They are trying to portray high portfolio churn as updating of portfolios.

So if the fund manager churns his portfolio more he is updating his portfolio

By this logic citadel & Renaissance have the most updated port

How ridiculous isthat!
MFS
Siddhartha Bhaiya
Siddhartha Bhaiya
@sidd1307
@SunDudez No it becomes quality 😂😂
VALUATION
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Siddhartha Bhaiya
Siddhartha Bhaiya
@sidd1307
Sugar stocks are a natural hedge against daru.

As ethanol blending increases, ENA prices will go up as so will the cost of your daru 😂😂

Phir bolna nahin ki bataya nahin
SUGAR