Parth Mehta

[Balu Gorade @BaluGorade]

Why do some companies trade at 15x P/E while others trade at 80x or even 100x?

The answer is often terminal value.

Markets don't value a business only on next year's earnings.

They value what the business can earn for decades.

That's why:

> Paper stocks often trade at lower multiples. The market expects limited long term growth.

> Traditional IT stocks have seen valuations fall as AI raises questions about their long term earnings power.

> Companies like Trent, BSE, Polycab, Titan and many hospital stocks command premium valuations because investors expect them to keep compounding earnings for many years.

The biggest driver of valuation isn't today's profit.

It's what the market believes the business will look like 10-15 years from now.

Which sector has the biggest terminal value risk?

[Parth Mehta @MehtaParthh]

@BaluGorade his way of investing and insights are really good

[Parth Mehta @MehtaParthh]

@Singhlicious Try Issey Miyake Intense its really good and long lasting

[Parth Mehta @MehtaParthh]

Recently heard Lenskart Solution's Q4FY26 concall and did a brief analysis on it.The story just feels started. One can study further

https://t.co/8ugFcsUBve

[Parth Mehta @MehtaParthh]

@Singhlicious @BaluGorade Can you DM me too

[Parth Mehta @MehtaParthh]

Is Trump a maniac or is he just a little kid who thinks he doesnt have to care for his words

[Akshat Shrivastava @Akshat_World]

If you make 12 Lakhs, you will save between
80K to 1 Lakh INR.

Close to 1.4Lakh tax payers will save this.

This is 1.4Lakh crore of money: which would go for expenditure & savings. And, will drive the domestic consumption story in India.

We should give credit where the credit is due.

The stock market hasn't really shown any positivity (yet) because the Indian market is still unattractive for foreign investors. This is because of the fact that our economy's growth rate is fairly slow.

Hopefully, with more private consumption demand picking up-- foreign investors too will see high return opportunities in India.

This is a great positive start. Like many of you, I too have criticised the government policies. And, I am glad that the government is listening.

Hoping that positive measures continue.

[Parth Mehta @MehtaParthh]

@RishabhPant17 🥇

[Parth Mehta @MehtaParthh]

@xfoden47 @SxrgioSZN easily

[Akshat Shrivastava @Akshat_World]

Something scary is happening right in front of your eyes:

You would have often heard stories of Amazon wiping out a lot of small retail stores.

You might have also noticed that several kirana shops (near your house) might be closing down.

Now, Retail and FMCG are not the only two industries where this is happening.

Apple is becoming too big (right from Insurance, also in a way entering banking/cards)

In India too, family owned businesses (which are literally built on public debt) are expanding their wings from Airports, Telecomm, Roads, Education, Reality, Online Travel booking and whatnot.

Please understand that excess of almost anything in the world is bad.

All these profits will go to a handful of corporate houses. And, then shared by Politicians.

Yes, one could argue that 'development' will happen. But, in the quest: ask, that is an 'average' person really getting richer?

My answer would be a strong NO.

We live in very interesting times: when 10 employee companies like Instagram can be built and sold for a billion$

Businesses are getting lighter by the day. Tech allows an entrepreneur to generate 100X leverage, something which was impossible to do.

Going forward: wealth will grow massively for the rich. But, the middle class will fall into abject poverty.

Creating useless monopolies. And, giving too much power to some corporates is where this story starts.

Wake up.

[Parth Mehta @MehtaParthh]

@DxBruyne17 david silva

[mcfc lads @mcfc_lads]

“Seven years of fighting, we did it.” 🥹🩵

[¹⁰ @SxrgioSZN]

22/05/2022. Iconic

[Not Elon Musk @ElonMuskAOC]

Why are all the ugly girls from the same country?

Like where even is 🏳️‍🌈…?

[¹⁰ @SxrgioSZN]

We got our superteam shape of you edit 😭😭

[KnightFcb @MaraudingK]

@CFC_Janty

[Parth Mehta @MehtaParthh]

@UTDTrey @Asensii20 @UTDTrey