In this version of Tweet Buster, we scan by the social media platform to dig out investing gems, market outlook, and market navigation methods.
Dalal Street veteran Shankar Sharma says traders mustn’t concentrate on the returns column whereas judging the efficiency of a PMS or mutual fund scheme. He says that the pain-to-gain ratio reveals how a lot ache a fund supervisor gave you whereas delivering his good points.
Explaining Gain to Pain ( GP) Ratio,bcos recd a number of questions on it: Say, 12 month returns are 20%. In that, tota… https://t.co/QxGKP56Vse
— Shankar Sharma (@1shankarsharma) 1623049640000
Independent market knowledgeable Sandip Sabharwal mentioned the present market idea is that prime gas costs, inflation, job losses, and the well being affect of Covid 2.0 won’t affect client demand. “My view is that it will impact consumer demand significantly. We will know in the next 6 months,” he mentioned.
The Current Market idea isHigh gas pricesAcross the board worth will increase of 10-15% or moreJob Losses & Death… https://t.co/dAliGOlIji
— sandip sabharwal (@sandipsabharwal) 1623390536000
For these bullish on shares of two-wheeler firms, Sabharwal has a warning.
The Two Wheeler Buyer is1. Price Sensitive. Average worth hikes have been 8-12percent2. Looks at gas prices. Petrol abo… https://t.co/kkc7EWWUQj
— sandip sabharwal (@sandipsabharwal) 1623238744000
Bhav Bhagwan Che!
Sabharwal says many high-quality shares like Bata, Titan and commerce at over 100X PE of the present yr and 70X subsequent yr. “The valuations-don’t-matter story, if the company is good, is being carried too far,” he warned.
Bata, Titan, Jubilant Foodworks…. many “High Quality” firms commerce at over 100X PE of present yr and 70X nex… https://t.co/vM5VyCgREp
— sandip sabharwal (@sandipsabharwal) 1623297602000
Sabharwal additionally mentioned that it will likely be naive to assume that the collapse in cryptocurrencies won’t have a domino affect on different asset lessons given the big leverage and retail presence in cryptocurrencies.
It can be naive to assume that the collapse in #Cryptocurrencies won’t have a domino affect on different asset clas… https://t.co/tYBSeOl6vO
— sandip sabharwal (@sandipsabharwal) 1623163164000
3X in 5 years
PMS fund supervisor Shyam Sekhar mentioned even in high quality inventory, you want to search for a 3X in 5 years. “If you are doing a 2X in 7 years, you aren’t doing too great. Most people who harp too much are in the second set. Sadly, they are the noisiest creatures on Twitter/SM. Most people easily fall for high decibels.”
Even in a high quality inventory, you want to search for a 3X in 5 years. If you might be doing a 2X in 7 years, you aren’t doing… https://t.co/4UQSmrAEn0
— Shyam Sekhar (@shyamsek) 1623027856000
Gems from Ian Cassel
Microcap hunter Ian Cassel places it aptly: “The smaller the better. The more illiquid the better. The least institutionally owned the better. The more misunderstood the better. The less talked about the better. You make money by driving through the fears of other investors.”
The smaller the higher The extra illiquid the higher The least institutionally owned the higher The extra misun… https://t.co/rj7tefbLda
— Ian Cassel (@iancassel) 1623164280000
Poor Investors usually disguise inexperience with conceitedness. Rich traders disguise expertise with humility. The ri… https://t.co/pStRzraDJp
— Ian Cassel (@iancassel) 1623157240000
The shorter your time horizon the extra you might be playing.
— Ian Cassel (@iancassel) 1623261733000
The longer you make investments the extra you notice there are specific companies/administration that suit your eye. You will go… https://t.co/L0ZP9ak2ZM
— Ian Cassel (@iancassel) 1623068583000