MoatPMS

A Boutique Portfolio Manager. Investing is 99% Character and 1% Stock Picking. Reach out to us. Mr.Biju John [phone]

[MoatPMS @MoatPMS]

Moat PMS Perspective. Straight from Our CIO
https://t.co/bsYh2EfFu8 via @YouTube

[MoatPMS @MoatPMS]

We’re in the top 10 list of portfolios of January 2022! @PMS_AIF_World

[MoatPMS @MoatPMS]

Though she may be in the limelight for all the wrong reasons at this point in time; it's likely that she may turn out to be the best FM we ever had! That was one of the finest interviews as an FM; no jargons, no show-off, a simple,pure Ma-Deedi talk. Thankyou so much @nsitharaman

[MoatPMS @MoatPMS]

One of these days...Snippets from our April 2020 Newsletter

[MoatPMS @MoatPMS]

We don't believe in labels; we regard the distinction between #Growth, #Value, or #Momentum investing as artificial! In fact, we're convinced that it is your labels that constrain or limit the opportunity size you focus on!

#investingtips #MoatPMS

[MoatPMS @MoatPMS]

We don't just believe in #consistent #high-performing companies, but we also like to do that ourselves!

#MoatPMS is happy to announce that we've bagged the second position as #India's Top performing #PMS of 2021, making big money for ultra-rich #investors!

[MoatPMS @MoatPMS]

Similar to the `absence of long-term vision' in investors even some biz are now showing scarcity of long-term #mindset! If only more promoters realised that running an honest #QualityBusiness consistently is far more profitable than skimming some cash off for short-term gains!

[MoatPMS @MoatPMS]

Secular growth stories have always been a better choice! We'd anyday prefer buying a mediocre company with strong economic tailwinds rather than pouring more money into great business' facing heavy headwinds!

#MoatPMS #Investing #InvestmentStrategy

[MoatPMS @MoatPMS]

#NewYear is an important time for #SelfReflection
And so, in our very first newsletter for 2022, we've tried to answer the age-old question `Do #moaty business' still, always make profitable investments?'.

To read more, click on
https://t.co/oBuJ2Y5Qvu

[MoatPMS @MoatPMS]

It’s funny how we’d be willing to sit through an entire movie even though the first couple of minutes are slow, boring & dull; just because a friend assured us that it gets better! Now, just imagine what happens if we start looking at our investments the same way? #WealthCreation

[MoatPMS @MoatPMS]

With a portfolio of quality picks, #WealthCreation is certain if one has the courage to think in years and not weeks or months!

[MoatPMS @MoatPMS]

Beware of intentional trickery!

#FinancialShenanighans or #AcccountingFrauds don’t just happen accidentally! They are the result of deliberate, well thought out and carefully-crafted actions and decisions on the part of the #MANAGEMENT !
#ManagementQuality #ManagementIsKey

[MoatPMS @MoatPMS]

For the traders going gaga over @MapmyIndia listing. How can a high liquidity, #BullMarket #IPO listing ever be a metric for #Success?

[MoatPMS @MoatPMS]

4. The hoards of money movement in the Indian banking system certainly is a win-win situation for all, the entire #IndianFinancialIndustry. We’re evolving, we’re growing!

[MoatPMS @MoatPMS]

Regardless of anything and everything that is arguable about the #ModiSarkar, one positive thing I think we all can agree on is the govt’s clear vision for India’s #FinancialSector!

[MoatPMS @MoatPMS]

3. What’s even more interesting is the unique urban cities’ trend of money moving from the hands of unorganised or public sector banks to private players, implying huge growth in numbers of private banking system too.

[MoatPMS @MoatPMS]

Every #CashCow is a moated business but every moaty business does not make a cash cow!

#MoatPMS

[MoatPMS @MoatPMS]

Successful investors are the ones who can not just survive but also overcome a #BearMarket!
All a #BullMarket does is just births a few amateur finance youtube channels and even more momentum traders!

[MoatPMS @MoatPMS]

A wise man once said "In reality, money is made in bunches for some years and lost in the others. The residual of gains over losses is converted via CAGR & sold to investors as DREAMS!"
#MoatPMS #GuessWho?