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AlphaIdeas

Blog Break !

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Quotes

The Trick

“The trick, it seems to us, if one is to be a successful long-term investor, is to recognise the sources of enduring business success, get in early and own enough to make a difference.”

“We can all observe that stock prices, set in an auction market, are more volatile than business values. Several studies and casual observation reveal that individual prices oscillate widely around a central price year in year out, and for no apparent reason. Certainly, business values don’t do this. Over time, this offers the prospect that any business, indeed all businesses, will be meaningfully mis-priced.” – Nick Sleep

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MegaTrends

Mega Trend: Mobile Gaming

Source: Investor Presentation of OnMobile Global Ltd

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Links

Linkfest: 10 November, 2021

Some stuff I am reading today morning:

Cryptocurrency market hits $ 3 Trillion (BS)

Crorepati Stocks (BT)

Chingari’s $19 Million Crypto Bet (MC)

Mounting troubles for India’s airlines sector (Fortune)

Fertilizer shortage may pinch farmers (Rediff)

The IPO frenzy (Abhishek Basumallick)

Interview with Bill Nygren & Dennis Lynch (Morningstar)

Bitcoin for the open minded sceptic (Matt Huang)

The Nothingness of Money ( Lawrence Yeo )

Growth Vs Value stocks ( Aaron Pek )

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Chart

Murugappa Group Overview

Source: Investor Presentation of Cholamandalam Financial Holdings Ltd