My Value Picks
@myvaluepicks
Sharing things I’m learning through Twitter. Building habits to create a new identity as a passive investor. Get 1% better everyday. Mostly inactive on markets.
Prof. Sanjay Bakshi says that when Nifty’s P/E goes above 22, returns over the next 3 years are usually negative. blog.elearnmarkets.com/nifty-p-e-rati…
What do you do? Sir Chris Hohn avoids banks, autos, retail, insurance, tobacco, most of manufacturing, asset management, and wireless telecom — a very long list. In his view, most industries are bad businesses. youtube.com/watch?v=M01NZc…
What does the current portfolio say about this fund’s investment style, @grok, @AskPerplexity ?
JUST IN 🚨: Warren Buffet Indicator jumps to most expensive stock market valuation in history, surpassing the Dot Com Bubble and the Global Financial Crisis 👀
Citi predicts umbrellas will be useful... when it rains.
Bitcoin will go up if more people buy bitcoin and won’t if they don’t: Citi on.ft.com/3TVk4Fl
India has produced many well-known business leaders—Ratan Tata, Mukesh Ambani, Anand Mahindra, Azim Premji, Narayana Murthy, Nandan Nilekani, Shiv Nadar, Deepak Parekh, Uday Kotak, Rahul Bajaj, N. Chandrasekaran, and Venu Srinivasan. Today, leaders like Sanjiv Bajaj, Rajiv…
Serious fragility: high valuation combined with absence of cash flow.
