Friend

Always a learner in stock markets

[Friend @FriendEleven12]

@IndustrlPolicy In this I disagree with you. If you have freebies you must print money and let ruppee depreciate.

[Friend @FriendEleven12]

@KobeissiLetter See it is after preventing the first crisis of 2001 by printing money.

[Friend @FriendEleven12]

@VishalBhargava5 Gadkari. Fadnavis has compulsions. Gadkari has none.

[Prabhakar Kudva @prabhakarkudva]

A framework to get you to a 50-100 bagger stock.

What it takes:

1. Small/Mid starting market cap - so that there is enough scope for the market cap to expand.

2. Institution worthy but under-owned by institutions - Secular multi year growth catalyst + scope for persistent buying over months and years

3. Neglect (during hold period) - not a mainstream idea - often they don't believe in it till the last one-third phase - ability to hold against consensus is the edge

4. Long Holding period - huge gains are made only if you’re willing to hold the positions for years and decades and have an aversion to selling or booking profits.

5. Drawdown - methodology to ignore 50-90% drawdowns. I don’t say ability to stomach as one can’t really stomach it. It essentially comes down to not even looking at it or avoiding calculating your returns or drawdowns. Vision helps (covered below).

6. Allocation - Just the right starting allocation (typically small enough) that you never feel the pinch even if it goes wrong and you can continue to hold on for as long as it takes

7. Vision - to see the big picture and the larger trend and not be bothered by events in the interim.

This in no way means one should follow this approach - there are many ways to make it work in the markets - but just to understand that this is what it takes.

[Friend @FriendEleven12]

@VishalBhargava5 What will they do if everyone leaves Mumbai and goes away? They question where. But a day will come.

[Friend @FriendEleven12]

@InvestInMicro Phones. There will be a AI bust and impossibility to profitably mine more crypto making all semiconductor capacity as sunk cost.

[Friend @FriendEleven12]

@aditya_kondawar @DealsDhamaka India's TFR has become below 2. Bengal and UP developing. Maharastras politicians and babus should find different method of sucking blood of its citizens.

[Friend @FriendEleven12]

@samisosa1234 Except defence everything will be impacted.

[Friend @FriendEleven12]

@tushar9590 They won't give a simple tax break. The will make a babu re distribute taxes taken from these companies back to them.

[Friend @FriendEleven12]

@AjayshreeSamby3 This is complete screwdriver fraud. Unless we have no local competitors we must not buy it. Also why does it looks like Zens model?

[Friend @FriendEleven12]

@InvestInMicro I fear this may drown us too. When we have hardly started swimming.

[Friend @FriendEleven12]

@RupakChatto What a tragedy for sons to be communists. More sorrow and pain than Dhritarashtra or Gandhari.

[Friend @FriendEleven12]

@DhanValue It's still bear market it means

[Friend @FriendEleven12]

@MohunBaganiSD @TheBengalIndex @mygovindia Yes privatise everything and give taxpayers a good tax break. Especially for those who have more kids.

[Friend @FriendEleven12]

@DhanValue They're so stupid people, they loose more GST revenue by trying to tax HNIs. All HNIs have moved to Dubai. If someone wants more freedom they'll go to Mauritius. Wealthy people will just migrate. Number of poor will increase.

[Friend @FriendEleven12]

@DocRGM_ Whatever said and done. People want to kill BJP leaders. Unlike those in opposition.

[Friend @FriendEleven12]

@Iamsamirarora Taxing government bond gains is extreme stupidity. They always loose money vs Inflation. It should be always tax free.

[Friend @FriendEleven12]

@_HealthZwealth Let him get the Iran deal signed. Our PM avoids attacking Pakistan for economy. Here this madman is doing anything he wants.

[Friend @FriendEleven12]

@anupammahor @ujwal_kr Marine pata nahi konse janam main badhega.