Invest Street

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[Invest Street @InvestStreetInd]

Using long-term returns (3yr/5yr) to pick mutual funds?

You'll see that 80% of times, the top 5 MFs of the past 3-5yrs DONOT stay among top 5 in the next 3-5yrs.

Not everything that sounds logical works!

Follow us!

#stockmarketcrash #StockMarketIndia #mutualfundsindia

[Invest Street @InvestStreetInd]

Using long-term returns (3yr/5yr) to pick mutual funds?

You'll see that 80% of times, the top 5 MFs of the past 3-5yrs DONOT stay among top 5 in the next 3-5yrs.

Not everything that sounds logical works!

Follow us!

#stockmarketcrash #StockMarketIndia #mutualfundsindia

[Invest Street @InvestStreetInd]

Do you use long-term returns to pick MFs? It will fail 80% times!

If you select top 5 small cap MFs on the basis of 3yr returns, you'll see almost 80% drop off from top 5 in next 3yrs.

With this knowledge, how would you pick MFs?

Comment to get us to answer!

#investing #india

[Invest Street @InvestStreetInd]

How extreme is Zomato's valuation?

Amazon did 1.5x-4.5x on Price-to-Sales multiple between 2010-24 but...

... Zomato is at 18x!

It is also the 15th costliest company on P/S basis and 3rd on P/E basis among Indian companies with Market cap > INR 50k crores!

#stockmarketcrash

[Invest Street @InvestStreetInd]

Detailed post here: https://t.co/pHZIqYsO2c

[Invest Street @InvestStreetInd]

Asset-light companies dominated the last start-up era, but asset-heavy models are all the rage now!

- BluSmart (asset-heavy) emerged vs Uber (asset-light) - Netflix is pushing its originals
- Online-only retailers are setting up their offline stores

Read more in comments!

[Invest Street @InvestStreetInd]

It’s fascinating how some companies still identify themselves as start-ups even after 10+ years of existence.

I guess the basic human emotion of not wanting to grow up inflicts companies too!

Perhaps why they stick to ‘cool’ things instead of what makes them profitable?!

[Invest Street @InvestStreetInd]

Did you know that retailers (like DMart, Trent, Blinkit, Instamart) are cursed with the lowest profit margins amongst all businesses that exist?

This is because they add the least value in the production-to-consumption value chain!

#Invest #InvestSmart #Stock