Investing tid bits.

During high

OPTIMISM: Buyers are willing to pay high prices. You should be a PESSIMIST

PESSIMISM: Buyers are unwilling to pay even low prices. You should be an OPTIIMIST

#Investing clues

Read that the running cost of an EV Scooter for 100 KMs is just Rs 10-12 (2 units of power). While that for ICE Scooter/Bike it is Rs 200 (2 litres of Petrol).

Are there any component manufacturers supplying specifically for the EV functionality ?

Friends ⁉️

As this thread on the EV Scooters is showing a lot of interest

Here is an interesting 24 min discussion with the MD of Hero electric, about the cost economics, running costs and competitive nature etc of an EV Scooter

⚡Watch &

Investing tid bits...

Being an investor does not mean your Investment decisions are based on quantity or no of investments per quarter or year. It is all about Quality of investment decisions.

It may be just 1 or 2 per Q/HY/Y

Investing tid bits

⚡Bubbles & Foolishness⚡

During irrational Bubble formation in markets...
- Buying just before it pricks will make us feel foolish
- Not selling just before it pricks will also make us feel foolish

The key though, is, no one knows when the bubble pricks
😁

India multibagger stock ideas.
To analyse further.

Consumer durables:
Orient electric
Dixon tech
Amber entprs
Acrysil
Whirlpool
Honeywell automation
CG consumer

e-Commerce:
Infoedge
IndiaMart

Plastics:
Mold-tek tech

U get specific ideas here. Not just gyaan
Add ur stoks

What a privilege it was to host @Gautam__Baid for my first ever Twitter Spaces event along with @dadalife369 and @Finvents.

While we wait for the YouTube recording. Here are 8 of my biggest takeaways from today's session.

#investing

1 - Start by coming up with a portfolio allocation strategy based on your aims and objectives for investing. Include flexibility, tracking and rebalancing as part of your strategy.

2 - Learn from those who succeeded before you to ultimately develop your own investing style

Here are three books that influence @Gautam__Baid's investing style - They are some of the best books in investing along with Gautam's The Joys of Compounding.

3 - Develop a robust repository of sources from which you can generate investment ideas.

Here are the ones @Gautam__Baid uses.

It is a super-comprehensive list.

4 - Focus on the process as opposed to the outcomes. This is very important.

Developing a superior process leads to the repeatability of exceptional outcomes.

Your portfolio will naturally concentrate itself, the way it should be, into your winners if you just stay out of the way.

Peter Lynch's 8 principles for beating the market

(Why listen? He averaged 29% yearly returns running a mutual fund!!!)

1/12

1. Know what you own

This one frequently gets a "yeah, yeah" from me, but it's embarrassing how many "They do THAT?" moments I have.

Here's a test for every company you own...can you explain in detail how they make money AND how that's different than their competitors?

2/12

2. It's futile to predict the economy and interest rates (so don't waste time trying)

As I'm writing this, we're all wondering what the Fed's going to do.

You could read this a week, a month, or 10 years from now, and this would be true.

3/12

3. You have plenty of time to identify and recognize exceptional companies

Lynch mentions $WMT as an example...even way back when he wrote about it, it was a 10-bagger even if you waited 10 years AFTER its IPO.

Today, we can look at $AMZN or $NFLX.

4/12

4. Avoid long shots

LOVE this one.

It's so easy to get enamored with a stock's potential to 10-bag (e.g. hot industry, huge TAM, etc.), but we have to bump that against its chances for success.

5/12

“You do things when the opportunities come along. I’ve had periods in my life when I’ve had a bundle of ideas come along, and I’ve had long dry spells. If I get an idea next week, I’ll do something. If not, I won’t do a damn thing.”

— Warren Buffett