BC MARKET CYCLE

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Charlie Mungerilal
@CMungerilal 2 years, 11 months ago 448 views

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Some stocks are undervalued just because they underperformed in down cycle than their peers. The key thing to note is that they will outperform their peers in up cycle.

To sum up, try to find undervalued market leaders who underperformed because of down cycle of the sector.

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David Hunter
@DaveHcontrarian

@MichaelLeCuyer7 Bearish sentiment is high. At bottoms everyone always expects more downside first. I think I may have to raise my targets. This bull market has legs.

Rohit Chauhan
@rohitchauhan

All stocks are cyclical

The question is only of duration

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Jiten Parmar
@jitenkparmar

@Sanjay__Bakshi @katalystwealth Yes Sir. Extremely difficult to predict the top. Often top comes much before the best results. One needs to have some kind of strategy to exit. Maybe something like a multiple of replacement cost, P/B, historical upcycle margins, etc. But there is no exact science to predict top.

Vivek
@Vivek_Investor

Please do read.

Src: Primedatabase website.

Cycles | S. Naren

Jitendra Chawla, CFA
@jaycee77

I don't understand all the puns and mocking of RJ on the news of a new airline.
He is putting 2-3% of his NW at a time when the environment is best suited for a new entrant. It's a bold but smart move from a smart investor. 1/n

Airplane lease rates are down. Manufacturers would be rolling red carpets. Incumbents are suffering and can't sustain price wars. Experienced staff looking for jobs. This is probably the best time to start an airline.
@finshots explains it very well. 2/n

Even if he loses this amt, it is not going to bankrupt him. It is less than a quarter's returns for him. He can make it back in no time. End of the day, he is one of the smartest investors around. He will also create new jobs. We shud be applauding this instead of mocking. End

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