I saw a Wall Street research note today saying the market is good value at a multiple just less than 16x on 2020 earnings…not 2019, but 2020! Is this another new paradigm?
— David Rosenberg (@EconguyRosie) April 2, 2019
Category: Tweets
Categories
MOIL : Consistent Ambition
At MOIL, Doubling of Volume in next 5-6 years is like “Karan Arjun”
Hearing since IPO time (October 2010) that “Mere Karan Arjun Aayenge” pic.twitter.com/k2S1A8NNiU
— Giriraj Daga (@GirirajDaga5) April 1, 2019
Categories
Jet Airways: Rashomon Valuations
What do you do when you have a lot of money?
You pay an SM company to trend #MukeshNitaSaveAnil and subtly humiliate your brother. Obviously. pic.twitter.com/OepXcQs8Nj
— meghnad (@Memeghnad) March 19, 2019
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3 Forms of Alpha
