How to Make money buying Good business paying a high multiple?

Terry Smith (Fundsmith) Presentation

Investment Strategy
Importance of ROCE
Which one do you want ?
High sustainable ROCE means Good returns in Longer term
Overplay - At what value would you play buy and sell this co. ?
Reverse it 😉

What you say now?

PepsiCo
Unilever Example
Overplay ?
MSCI world consumer staplee Historic P/E
Sector Returns
Do nothing for compounding

@dmuthuk
@Vivek_Investor
@VJ_Rabindranath

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More from @InvestmentBook1

12 Nov
Best Diwali Kindle Deals Part-2

Here I give only Books which I Like most and read or want to read ASAP

only few selected not every deals of kindle 😇

The Dhandho Investor: The Low-Risk Value Method to High Returns
149 (1227 Rs Off)
amzn.to/38AjyWA

@Prashanth_Krish
The Four: The Hidden DNA of Amazon, Apple, Facebook and Google
159 (440 Rs Off)
amzn.to/2IwlFjz

The Little Book of Valuation: How to Value a Company, Pick a Stock and Profit 
129 (289 Rs Off)
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Zen: The Art of Simple 
189 (345 Rs Off)
amzn.to/35lLPy1

Common Stocks and Uncommon Profits
169 (1597 Rs. Off)
amzn.to/2Iy6aYk

@Vivek_Investor
Read 5 tweets
11 Nov
Best Kindle deals ever on Diwali Sale (Part-1)

Ikigai: The Japanese secret to a long and happy life
149 (70% Off)
amzn.to/3pgjfWU

Atomic Habits: The life-changing
178 (75% Off)
amzn.to/38wuqVF

@Gautam__Baid
Deep Work: Rules for Focused Success in a Distracted World
119 (70% Off)
amzn.to/3eNe2AZ

Zero to One: Notes on Start Ups, or How to Build the Future
102 (88% Off)
amzn.to/3lo13Is

@PPFAS
Coffee Can Investing: the low-risk road to stupendous wealth
135 (73% Off)
amzn.to/3kkviii

Shoe Dog: A Memoir by the Creator of NIKE
171 (62% Off)
amzn.to/3pjtKss

@dmuthuk
Read 5 tweets
10 Nov
DIWALI PICKS 2020

1. The Psychology of money

A simple book of 20 chapters but that 20 chapters are full of wisdom it will change ur perspective to look at Finance, Stock market, wealth Great work is done @morganhousel

🇮🇳 : amzn.to/35hmBRw
🇺🇸 : amzn.to/3kgM55R
2. 𝐂𝐨𝐟𝐟𝐞𝐞 𝐜𝐚𝐧 𝐈𝐧𝐯𝐞𝐬𝐭𝐢𝐧𝐠

Saurabh Mukherjea is a great author and in his book coffee can investing you will learn a simple investing style,
Own the best quality business with No churn in 10 years and it's past data of this simple style.

Easy to read and easy to implement

🇮🇳 : amzn.to/32tVH7l
🇺🇸 : amzn.to/35hpNN0
Read 12 tweets
31 Oct
Thread on best books suggestion/recommendation by @Gautam__Baid Author of The best selling book

The joy of compounding
🇮🇳 : amzn.to/35SAgxl
🇺🇸 : amzn.to/2Jihh7P
1. A History of the United States in Five Crashes: Stock Market Meltdowns That Defined a Nation

2. The Go-Go Years: The Drama and Crashing Finale of Wall Street's Bullish 60s (Wiley Investment Classics)

🇮🇳 : amzn.to/3jFeJx3
🇺🇸 : amzn.to/3jIFZe8
3. The Great Depression: A Diary
🇮🇳 : amzn.to/3e9opyU
🇺🇸 : amzn.to/3jQsVni

4. A Short History of Financial Euphoria
🇮🇳 : amzn.to/34K4UK6
🇺🇸 : amzn.to/2TD1gv5
Read 17 tweets
25 Oct
"Paisa jaldi banana hai ki zyaada?"
His advice to investors who want to make a debut in the stock market is to focus on zyada, because only that can lead to wealth creation.
To understand equity investing, you first have to lose money.

a bank FD never falls 80 per cent in a bear market. But a stock has all the right to do so,
Read 7 tweets
25 Oct
Wonderful article for book lovers
@stockifi_Invest

The Investment Checklist: The Art of In-Depth Research
amzn.to/35yzzcu

Prisoners of Geography: Ten Maps That Explain Everything About the World
amzn.to/3mxrJab
The Dhandho Investor: The Low-Risk Value Method to High Returns
amzn.to/37Erwxx

Rule #1: The Simple Strategy for Successful Investing in Only 15 Minutes a Week
amzn.to/3jpPAX1
Buffett: The Making of an American Capitalist
amzn.to/3ooovHs

The Essays of Warren Buffett: Lessons for Investors and Managers
amzn.to/31EX4Q8
Read 7 tweets

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