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

More from 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

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

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

think different

src: intelligent investor

More from Valuation

pranav mandora
@pranavmandora

@soicfinance @suru27 Indeed. For later, industry/sector has to be within your circle of competence to judge the turnaround correctly.

Because according to Warren Buffett
"Both our operating and investment experience cause us to conclude that turnarounds seldom turn"

Jiten Parmar
@jitenkparmar

Accidents happens when one doesn't look at valuations.

A supposedly platform stock listed in 2019. OFS price was 320 Rs. High of 6396 made yesterday.

Mcap crossed 1 lac crore.

Company was affected by CoVid so will talk a bit on pre-CoVid nos.

1/3

Sales of 2300 cr in FY20. NP 730 cr. Company has a monopoly given by the govt. Business is good and many extensions taking place, which will take time to bear fruit, if at all. But valuation-wise it had gone bonkers.

2/3

Stock corrected 40%+ in 2 days. This is what can happen when one doesn't heed valuations. And ignores the risks to the business. And only looks at blue sky scenario.

A good company may not be a good investment, at any price.

3/3

$Mungerisms \u2022 Charlie Munger Bot$

Mungerisms • Charlie M...
@CharlieBot

In those days, working capital belonged to the shareholders.

If the employees were no longer useful, you just sacked them all, took the working capital, and stuck it in the owners' pockets.

That was the way capitalism worked

Nowadays, of course, the accounting is not realistic

William Green
@williamgreen72

Aswath Damodaran: “We have all these people telling you to buy a quality company. That's really bad advice. If you buy a quality company that everybody else recognizes as a quality company, you're going to pay through the roof. Good companies can be bad investments….”

Kishan Kumar
@Djkishan

@datta_arvind @alphaideas If you buy a stock growing at 30%+ trading at PE 70 and continue to trade at PE 70 over 5 years!

On the occasion of youtube 20k and Twitter 70k members

A small tribute/gift to members

Screeners

technical screeners - intraday and positional both

before proceeding - i have helped you , can i ask you so that it can help someone else too

thank you

positional one

run - find #stock - draw chart - find levels

1- Stocks closing daily 2% up from 5 days
https://t.co/gTZrYY3Nht

2- Weekly breakout
https://t.co/1f4ahEolYB

3- Breakouts in short term
https://t.co/BI4h0CdgO2

4- Bullish from last 5

intraday screeners

5- 15 minute Stock Breakouts
https://t.co/9eAo82iuNv

6- Intraday Buying seen in the past 15 minutes
https://t.co/XqAJKhLB5G

7- Stocks trading near day's high on 5 min chart with volume BO intraday
https://t.co/flHmm6QXmo

Thank you

Elizabeth May
@_ElizabethMay

This is NONSENSE. The people who take photos with their books on instagram are known to be voracious readers who graciously take time to review books and recommend them to their followers. Part of their medium is to take elaborate, beautiful photos of books. Die mad, Guardian.

Beautifully read: why bookselfies are all over Instagram https://t.co/pBQA3JY0xm
— Guardian Books (@GuardianBooks) October 30, 2018

THEY DO READ THEM, YOU JUDGY, RACOON-PICKED TRASH BIN

If you come for Bookstagram, i will fight you.

In appreciation, here are some of my favourite bookstagrams of my books: (photos by lit_nerd37, mybookacademy, bookswrotemystory, and scorpio_books)