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Contrarian EPS
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“Thousands of people don’t like what I do. Fortunately, millions do.” —James Patterson Full time in Equities! I don’t sell anything on Twitter
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Mar 13, 2022 • 4 tweets • 1 min read
Greed Kills The Best Investing Strategies : Aswath Damordaran

“I expect to be wrong on the biggest winners, because they are the biggest winners for a reason. They won not just because I underestimated the cash flows, it’s because they were in the right place, the right time. So I never walk into this process saying I’m going to get the biggest winner for the next decade, I’d settle for the 20th best winner and kind of getting out too early because greed has killed more good investing strategies than any other quality.
May 24, 2021 • 6 tweets • 2 min read
pidilite - 2007 bull mkt peak vs 2021

mcap 5000 cr; 105000 cr
sales 1500 cr ; 6200 cr
profit 188 cr; 1100 cr
mcapsales 3.33x ; 17x
pe 26x ; 95x
last 3y cagr growth 23% ; 12%
peg 1x ; 8x

#random asian paints - 2007 bull mkt peak vs 2021

mcap 9500 cr ; 270000 cr
sales 3600 cr; 18500 cr
profit 375 cr ; 3050 cr
mcapsales 2.63x ; 15x
pe 25x ; 88.5x
last 3y cagr growth 20% ; 15%
peg 1.25x ; 6x

#random
Jul 11, 2020 • 4 tweets • 1 min read
many cities going under lockdown. govt is accountable for its actions. can’t just announce lockdown without providing reason or results. power is being misused to cover up low testing we pay taxes for better infra. testing and healthcare is part of infra in such times. lockdown is another tax that too during worst of the times. sorry state of poor and middle class
Jun 19, 2020 • 5 tweets • 1 min read
which company shud have earned better return in last 10y? both have similar corp gov. both are frontline index stocks.
both had similar valuation.
Apr 28, 2020 • 4 tweets • 4 min read
what happen when you enter late, even in good companies
Nov 6, 2019 • 7 tweets • 2 min read
many foolish hypotheses are coming out to justify v high valuation for quality.

only sensible i have found till now is low interest rate.

Quality can retain high roe just like a bond. so that this bond gets priced higher vs govt bond. but even then i find excesses.. that also depends on ability to predict govt bond rate over long period. buffett had said that if you tell him that govt bond can stay at low interest rate for 30y, even index fund is a bargain at 25x.
Oct 31, 2018 • 11 tweets • 1 min read
CASINO is back
1st pick is a cheat - Century textile