Discover and read the best of Twitter Threads about #BAAP
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Time for some fun.
Instead of mocking others, let's do some self mocking.
This is the "best collection" of stocks.
I'm going #equalweight.
Just Ten MostBoring Stocks.
All-in-one Hall of fame list.
Presenting
The #BoringStocks of 2023.
Feel free to track & ridicule.
Here we go.
Instead of mocking others, let's do some self mocking.
This is the "best collection" of stocks.
I'm going #equalweight.
Just Ten MostBoring Stocks.
All-in-one Hall of fame list.
Presenting
The #BoringStocks of 2023.
Feel free to track & ridicule.
Here we go.
#HDFC. The mother of all boring stocks. Soon to be #hdfcbank.
Should do better simply because the expectations have never run so low.
1/10
Should do better simply because the expectations have never run so low.
1/10
#COALINDIA. No less boring. Much hated. Much bitched on WhatsApp. Everybody loves to abuse." Dividend play that's a widow stock" is what #BAAP Moghuls will call it on TV.
Most "intelligent investors" feel the same way about its owner as they do about their own mother-in-law.2/10
Most "intelligent investors" feel the same way about its owner as they do about their own mother-in-law.2/10
Assume your stock is trading at 1000.
PE is 50.
EPS is 20.
If earnings go up by 15% &
PE multiple falls by 30% .
What will be the impact on your investment?
If you understand this simple math, it will help you learn what 100 videos on #BAAP #Quality stocks don't teach you.
PE is 50.
EPS is 20.
If earnings go up by 15% &
PE multiple falls by 30% .
What will be the impact on your investment?
If you understand this simple math, it will help you learn what 100 videos on #BAAP #Quality stocks don't teach you.
Assume your stock is trading at 1500.
PE is 75.
EPS is 20.
If earnings go up by 15% &
PE multiple falls by 30% .
What will be the impact on your investment?
When PE is higher, derating can hurt far more. If you fall from a higher place, then the injury will be worse.
Simple.
PE is 75.
EPS is 20.
If earnings go up by 15% &
PE multiple falls by 30% .
What will be the impact on your investment?
When PE is higher, derating can hurt far more. If you fall from a higher place, then the injury will be worse.
Simple.
Assume your stock is trading at 2000.
PE is 100.
EPS is 20.
If earnings go up by 15% &
PE multiple falls by 30% .
Imagine the PE contracts and earnings expand at the same rate 2 years in a row.
What will be the impact on your investment?
What if this happens 3 years in a row?
PE is 100.
EPS is 20.
If earnings go up by 15% &
PE multiple falls by 30% .
Imagine the PE contracts and earnings expand at the same rate 2 years in a row.
What will be the impact on your investment?
What if this happens 3 years in a row?
Why one needs to protect downside - a thread:
Basics:
If NIFTY goes down from 18,000 to 9,000 it is 50% drop.
Now it needs to go up 100% from thereon to break even and come back to 18,000 and then get into positive territory
Basics:
If NIFTY goes down from 18,000 to 9,000 it is 50% drop.
Now it needs to go up 100% from thereon to break even and come back to 18,000 and then get into positive territory
Current situation:
Markets have dropped by almost 12% from the peak reached on 18th Oct 2021.
#nifty50 will have to go up by 13.63% and scale back to 18500 from hereon to break even and then get into positive territory.
That is almost 2200 points rise from hereon
Markets have dropped by almost 12% from the peak reached on 18th Oct 2021.
#nifty50 will have to go up by 13.63% and scale back to 18500 from hereon to break even and then get into positive territory.
That is almost 2200 points rise from hereon
Those who invested at market peaks will have to wait much longer to a) break even and b) then go into positive territory
Investing at right Valuations and not at any valuation should matter to the Investors.
For that you need to avoid #FOMO, have #patience & #discipline
Investing at right Valuations and not at any valuation should matter to the Investors.
For that you need to avoid #FOMO, have #patience & #discipline
