Discover and read the best of Twitter Threads about #BhaavBhagwanChe

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What if smart money is discounting deteriorating fundamentals ahead of you?

The price falls first and the bad news usually comes much later.

Besides it isn't always clear whether the deterioration in fundamentals is temporary or permanent.
Markets could be discounting the future.

@markminervini has covered this in his wonderful book.

The price falls first and bad news often follows 2-3 quarters later or more and this is while fundamentals are still looking good.
Sometimes we should think of ourselves as part owners of a business.

At other times we should think #bhaavbhagwanche

Knowing which to use when is where the investor's acumen comes in.
Read 4 tweets
When we wrote #TheNewGlobalOrder we needed to undertake a crazy amount of research. Global mapping is a huge task. As we went back centuries, systems of government and explored the relation between wars and trade.. it was eye opening.
Some of it we were aware of. But seeing it come alive was both exhilarating and humbling. One of the biggest learning was we don’t really know anything. There are far bigger powerful factors at play which operate in the shadows. Through centuries, MO has changed.
All wars have been about trade. Scratch the surface deep enough & you will find it. Look deeper & you will find the funders. The funders don’t operate by 5 min charts and 15 EMA. They are here for the long haul. They know how to play. They can take hits we can’t imagine.
Read 9 tweets

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