Wealth & Wisdom

Wisdom, Markets, Cricket, Health, Life lessons.

[Wealth & Wisdom @quantifyindia]

A friend was kind enough to breakdown our Momentum results over the last 5-6years. Sharing so that you know it can be done.

#investing #momentum #nifty50 #StockMarket

[Wealth & Wisdom @quantifyindia]

AI generated image

[Wealth & Wisdom @quantifyindia]

India Beauty and Personal care market

Quite a growth trajectory ahead.

[Wealth & Wisdom @quantifyindia]

Growth in automobiles especially PV is good.

[Wealth & Wisdom @quantifyindia]

This stock has gone from 18.5Rs to 2100+ and still has headroom to grow based on management commentary

[Wealth & Wisdom @quantifyindia]

Beautiful airports are costly every time you fly in (and out)

[Wealth & Wisdom @quantifyindia]

Some of the power/wire names that continue to do well

GVPIL
INDOTECH
PRECWIRE
APARINDS

defense sector another set of beasts

[Wealth & Wisdom @quantifyindia]

Axiscades is up 33x in the last 5 years

Aerospace defense area continues to rock!!

[Wealth & Wisdom @quantifyindia]

Lack of ambition and lack of hobbies should be a big turn off

Such people suck the energy out of others and almost make it impossible to progress further

[Wealth & Wisdom @quantifyindia]

Anthropic raised $30bn at $350bn valuation

For context: Reliance market cap is around $210bn

AI disruption is unreal

[Wealth & Wisdom @quantifyindia]

India's total capex required to reach level of China

[Wealth & Wisdom @quantifyindia]

India's power production, distribution, consumption has a long runway ahead

[Wealth & Wisdom @quantifyindia]

Under 19 WC

USA vs IND seems more like IND A vs IND B

[Wealth & Wisdom @quantifyindia]

I always wonder how people use a sample set of 1-2 to imply a theory which has a population in billions

[Jeremy Kauffman 🦔🌲🌕 @jeremykauffman]

When one of my children was 2, he dropped a carrot on the floor and refused to pick it up.

He was told he would not be allowed to do anything fun or have any privileges until he picked up the carrot.

He refused for hours. He cried and screamed. He even napped, woke up, and continued to refuse. His commitment was impressive.

We held fast. Until he picked up the carrot, he would receive nothing other than water and basic food to live.

After over 4 hours, he picked up the carrot and apologized. It's the longest he's fought us to this day.

Disobedience is a choice of parents. You get the behavior that you tolerate.

[Wealth & Wisdom @quantifyindia]

Here is what chatgpt thinks is the ceiling of prices

[Wealth & Wisdom @quantifyindia]

Think basic economics

1. Silver rises due to demand from solar and other industries

2. Percentage of cost of silver for solar modules increases

3. Demand shrinks, no longer viable and shrinks margins for producers

4. Silver prices correct to reflect unsustainable levels

[Wealth & Wisdom @quantifyindia]

Broken internally, exploited internationally

A lesson on why institutions are important for a country

[Wealth & Wisdom @quantifyindia]

At long term average prices, global valuation of 3 critical commodities (total reserves)

[Wealth & Wisdom @quantifyindia]

Infobeans

Small cap IT - AI and digital transformation company
Promoter holding 74%+
2100Cr marketcap, founded in 2011

Is it going to go big?

#StocksToTrade