The Cautious Investor

Value Investor in US & Indian Equities.

[The Cautious Investor @DoNotLoseMoney]

#hdfcbank #HDFC $HDB Great companies like HDFC Bank are rare. Don’t be extra greedy. If one keeps expectations grounded, say, if you are happy with a ‘modest’ 15% compounded annual return for the next decade, HDFC Bank is a good investment opportunity.
https://t.co/WzpSlo5xeT

[Neelkanth Mishra @neelkanthmishra]

Despite "China+1" China's share of global manufacturing is still rising. When it had surplus labour, it out-competed labour-intensive industries. As it moves capital from real-estate to industry, it is now threat to capital-intensive industries globally. https://t.co/O1gtUjiXU1

[Contrarian EPS @contrarianEPS]

never enter a business where AMUL can.
No. 1. Amul has scale to sell it much cheaper
No. 2. Amul doesn't care about v high profitability , he will cut you on price
No 3. Amul has staying power

[Nassim Nicholas Taleb @nntaleb]

Advice to a university president.
In ~40 years in finance I've never see anyone hire an economist. We hire electrical engineers, quants, physicists...
The MD heals patients, the engineer builds bridges, the economist writes papers (used by other economists to write papers).

[Nassim Nicholas Taleb @nntaleb]

Yes, hilarious.

[Nassim Nicholas Taleb @nntaleb]

France: the unsustainable & unavoidable mutation of a standard industrial welfare state into a low-growth-high-debt museum welfare state with a medieval economy focused on handbags, cheese & wine, regardless of the "rightist" or "leftist"outcome.

[GregGutfeld @greggutfeld]

remember: the media democrat complex is reacting in horror over joe's condition not because they saw it - it's because you saw it.

[Nassim Nicholas Taleb @nntaleb]

Trump lost yuuuuuuuge optionality by debating early rather than late. Biden might be replaced.

[Stable Investor @StableInvestor]

Lucky Kids. Got Saved. 😆😆

[Margin of safety is a lifesaver in Equity @Sudh_Luv4Equity]

Hero worship especially in fund managers never end well. NEVER. Because it affects ur judgement of buy/sell decisions.

[Kiran D @kirandhanwada]

"Come for the slides, stay for the videos" should be the new tagline of this platform. The new feature (or probably I just discovered it) of 'slides' lets you breeze past multiple ideas quickly by reading through slides.

The real wisdom obviously lies in the videos.

[Contrarian EPS @contrarianEPS]

G-sec is trading at only 14x PE vs Median Nifty 500 stock at 30x

[Kiran D @kirandhanwada]

Unions are asking for Old Pension Scheme.

Industry is asking for more PLI and cut in GST.

Salaried folks are asking for cut in income tax rates.

Free electricity, free water, Loan waiver, free buses etc.

Chalo, more cess-es coming I guess.

[Contrarian EPS @contrarianEPS]

The market cap of Zoom Video surpassed that of Exxon Mobil, the largest US oil company, amid COVID-19 pandemic
And CNBC’s Jim Cramer went as far as to say he was done with the stocks of fossil fuel companies.

And today Exxon Mobil’s market cap is now 23 times larger than Zoom’s.

[Poonam Joshi @PoonamJoshi_]

Four members of the richest family of Britain, Prakash Hinduja, his wife Kamal Hinduja, their son Ajay Hinduja and his wife Namrata Hinduja have all been sentenced to jail by a Swiss court for exploiting Indian migrant servants whom they made to work for upto 18 hours a day for less than Rs 700 (£7) per day.
The hourly rate in Switzerland is 32chf which is Rs 2800 (£28).

They paid them in Indian rupees rather than the local currency. Confiscated their passports and didn't allow them to go out. They spent more money in looking after their dogs than paying a decent salary to their servants.

Prakash Hinduja and his wife are in their mid to late 70's. This age is for retiring and moving towards spirituality and not going to jail on serious charges like human trafficking. They have both received 4.5 yrs jail term while the son Ajay and his wife Namrata have got 4 yrs each.

This is how the justice system works in developed country, even though the family did an out of court settlement with the servants in the civil court, criminal charges were still brought against them and they were tried in the court and punished. It doesn't matter how rich or influential one is, law is equal for all.

They probably spent a lot of wealth fighting this case that took away a lot more than money from them. All they needed to do was to treat and pay those working for them, cooking for them and looking after their children, right. Karma always catches up.
#Hindujas #PrakashHinduja #KamalHinduja #AjayHinduja #NamrataHinduja #Humantrafficking #Swisslaw

[Samir Arora @Iamsamirarora]

In normal situations: foreigners and PE funds are selling let us negotiate a good price to buy.

These days: foreigners and PE funds are selling
We will deliberately give them better prices so that they know we don't care for them. We can pay them even more than they dreamt- what do they think of themselves, that we don't have money to take them out.

[Adam @AdameMedia]

Directly to Blinken’s face.

The 3 major deviIs in the world.

Incredible.

[Nassim Nicholas Taleb @nntaleb]

Definition by @BillAckman of Western Civilization:

Genocide
Dispossession & displacement based on unscientific mythological claims
Racial superiority/Apartheid
Selective freedom of expression
"Democracy"= manipulation of Congress by unrepresentative org, conflict of interest.

[Shyam Sekhar @shyamsek]

I have a simple smell test of a good society. A good society will keep its water bodies clean, free of pollution and full of life.

[Contrarian EPS @contrarianEPS]

if you are driven by rising stock prices (immediate reward) and you don't have any interest in business, nor staying power, your passion will go away

Equity (incl sensex) has been flat/no returns for several yrs in the past. Last 10y were v different

figure out real passion

[The Cautious Investor @DoNotLoseMoney]

Yes he did it by being a super awesome PR machine

[Geiger Capital @Geiger_Capital]

@BillAckman @Tesla @elonmusk When the deal was signed, most people laughed. Literally laughed about it on CNBC.

Not because it was unfair, but because the targets were so optimistic that no one thought Elon would ever be able to achieve the goals set.

He did it all. He deserves his end of the deal.