Siddharth Alok Mittal Profile picture
Partner, Mittal Financial Management & Mittal Infraspaces
njain Profile picture 1 added to My Authors
22 Feb
Now that there's an alarm that there's a crash in the market, few insights from the legendary Value Investor, Mark Mobius-

1. It's an obsession- You live investing. Waking up or going to sleep, you are thinking about your stocks, researching them.

2. Buy in panic, Sell during bubble- Easier said than done, take Q1 2020, were you able to put in more capital, even as your portfolio declined?

3. Learn from mistakes- Great investors are great because of their intense desire to learn from their own past mistakes.

4. Common sense view of risk- The greatest risk control is common sense.
Ex: Ruchi Soya became 1500 from 100, again to 400, back to 700 in an year.
Common sense says to resist and don't buy into hype.

Read 6 tweets
5 Jan
Read this book at the time of #CAMS #IPO.
A brilliant read to know about the #growth trajectory of the #company & why it's only starting.

@YMehta_ @finthusiasts @nid_rockz @manurishiguptha @MadrasMobile @MarketScientist
@AnyBodyCanFly @ipo_mantra

Thread coming.👇 Image
Foreword by- Mr. Deepak Parekh, Chairman @HomeLoansByHDFC

He writes about India's #economy post #Liberalization & how #companies that have come up have one thing in common- #knowledge.

#CAMS began as a #software development & #computer education firm, moved to share registry services handling #IPO's, later became a Registrar & Transfer Agent (#RTA). It now also handles documentation requirements in #banking, #insurance & #microfinance.

Read 25 tweets