Can this be a Rip Van Winkle Moat portfolio for next 20 years?
HDFC Bank
ITC
Nestle
Dabur
Pidilite
Asian Paints
CRISIL
— D.Muthukrishnan (@DMUTHUK) August 27, 2014
Categories
Category: Tweets
"100% of the information you have about a company represents the past, and 100% of a stock's valuation depends on the future."
Bill Miller
— Trading Proverbs (@tradingproverbs) August 14, 2014
Categories
Onion Prices and Airline Seats
Conceptually ,any difference between onion traders jacking up prices opportunistically, & airlines charging exorbitant fares when possible ?
— Vinayak Chatterjee (@Infra_VinayakCh) August 24, 2014
For onion traders it is called unprofessional hoarding & profiteering. In case of airlines it is professional management of yield curve.
— Vinayak Chatterjee (@Infra_VinayakCh) August 24, 2014
Most investors attend AGMs because they can get food for the day instead of using the event to get food for life. #Thethoughtfulinvestor
— Basant Maheshwari (@BMTheEquityDesk) August 22, 2014
Categories
Max Buy Recos as a contrarian indicator
Scrips with max buy recos from analysts underperformed markets. JP power, dish, suntv, jp, Infy, ipca, ING, jkb, itc, coromandel, ril etc
— Safir (@safiranand) August 22, 2014