RKD

I talk about companies and Investments. Disc: Nothing is a buy or a sell recommendation

[RKD @rkd2281992]

@suru27 Waqt aagya hai!!

[RKD @rkd2281992]

@kanodiaankit12 Another perspective Ankit. I partly agree with this, but AI will reduce the demand for people, resulting in oversupply where people are fighting for lesser jobs.Being investors,we know what happens when there is more supply than demand,white collar workers will struggle for sure.

[RKD @rkd2281992]

@kanodiaankit12 @ZenNivesh There are many ways to Nirvana, the one that I highlighted has a very high success ratio based on my past experience :)

[RKD @rkd2281992]

The sweet spot for finding alpha based on my experience,
1)Market cap between 1000 to 20,000 crores
2)Value added business with gross margin 50%+
3) Sector tailwind

Companies demonstrating above usually move up from microcap ->small ->mid -> large

@ZenNivesh

[RKD @rkd2281992]

Based on my personal experience, small retail investors must avoid most of the SMEs, the possibility of an SME making you money will only come from sector tailwind when everyone is growing. Otherwise, big businesses eat these SMEs alive

@soicfinance

[RKD @rkd2281992]

Investing in microcap companies with 10-15% growth is a crime, it doesn’t matter how cheap they are

#investing

[RKD @rkd2281992]

@safiranand After looking at the results, my gut says that Newton’s third law will soon be visible in the market. However, technicals look bad

[RKD @rkd2281992]

@ravihanda You start becoming lonelier when you are busy with responsibilities, you only realize it when you get a little more free time.

[RKD @rkd2281992]

@MithunSarkari It’s a matter of time

[RKD @rkd2281992]

@logical_traderr Risk vs reward is not great IMV from current price

[RKD @rkd2281992]

White colour jobs in the USA are having tough time, I think this will soon translate into the numbers of the big companies when the music stops.

Job growth data by sector year on year.

@riteshmjn

[RKD @rkd2281992]

@SureshKBN Market won’t wait :)

[RKD @rkd2281992]

@bastionresearch Mostly priced in

[RKD @rkd2281992]

@SureshKBN Cautionary concall

[RKD @rkd2281992]

@Prakashplutus This doesn’t look normal. Somewhere I feel crude is artificially inflated and some countries/companies want to make big money through this, I don’t have any study to back it up though

[RKD @rkd2281992]

@safiranand After looking at the results, my gut says that Newton’s third law will soon be visible in the market. However, technicals look bad

[Ashish Kacholia @LuckyInvest_ARK]

Pointless - watching US bond gurus on CNBC, endless discussion with friends whether Fed will tighten by 25 bps or 50 bps, whether and by how much will RBI follow, whether a bear market has arrived or will soon arrive…you get the drift

Productive - follow outperformers in results season, listen concalls, read research reports and annual reports, if not this then go on vacation and recharge your mind and soul

[RKD @rkd2281992]

Personal note: Never try to optimize all the aspects of life at once; it’s not worth it.

#Philosophy #LifeAdvice #Investing

[RKD @rkd2281992]

@MeetshahV Not enough anymore