High-Quality BlueChip Investing has its merits & higher safety, and trust me, you don't need a fund manager or advisor/distributor for doing it – provided you have passed SSC.
— Porinju Veliyath (@porinju) June 29, 2018
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Category: Tweets
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Two Strategies
Q Why do you visit Berkshire Hathaway AGM and quote Buffett all the time?
A: That’s our marketing strategy
Q What is your investment strategy?
A: Growth at any price— Contrarian EPS (@contrarianEPS) June 22, 2018
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Zero > Minus
IMHO this is a year of capital preservation. 0 is greater than minus. Not the best year to seek value but only focus on growth and management quality. Of course, I could be horribly wrong.
— Anuj Singhal (@_anujsinghal) June 19, 2018
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2 Fund Managers on 1 Page
Page is over-priced unless govt makes it compulsory to wear 2 underwears, like superman 🙂 https://t.co/OVTovP99Lq
— Porinju Veliyath (@porinju) August 14, 2015
No regrets as we made our returns elsewhere but I pity those caretakers of value investing who said that Page at Rs 10k was discounting the Govt. making it mandatory for everyone to wear two underwear. It’s price of 26k have sent those crystal ball gazers into long hibernation.🤫 https://t.co/9NqIOroknI
— Basant Maheshwari (@BMTheEquityDesk) June 13, 2018
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How to invest in Commodity Stocks
Commodity investing’s golden rule.
Buy valuable assets cheap.
Sell bumper earnings cheap.— Shyam Sekhar (@shyamsek) June 11, 2018