Arjun @nyarjun7

Joined July 2011

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275
Following

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Contrarian EPS @contrarianEPS

2 weeks ago

When you buy a value stock, what happens each quarter

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I believe by putting 70% in index and 30% in 5 to 6 ideas where you have strong sector understanding and bought at good discount to long term median pe /pb will do far better at generating alpha . Till you learn those 3-4 sectors or wait for opportunity, stay 100% index.

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Contrarian EPS @contrarianEPS

2 weeks ago

genuine undervalued opportunity comes once in a while. there is no SALE everyday

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Ram Gopal Varma @RGVzoomin

3 weeks ago

HEY DOG LOVERS All you Dog lovers are shouting hoarse about injustice to dogs regarding the Supreme Court’s order. But where were they when a four-year-old child was brutally killed in broad daylight on the streets ..Likewise thousands get attacked every year Where was your…

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Investment Wisdom @InvestingCanons

a month ago

"The person that turns over the most rocks wins the game. That's always been my philosophy." — Peter Lynch

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Contrarian EPS @contrarianEPS

a month ago

Everytime! Next Hexaware and Indegene??

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Investment Wisdom @InvestingCanons

a month ago

"The three most important words in investing: margin of safety." — Warren Buffett

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Nassim Nicholas Taleb's Wisdom @TalebWisdom

a month ago

"ATTENTION SALARY PEOPLE: Next Friday when your guaranteed monthly paycheck is deposited, take a moment of gratitude for the entrepreneurs who took the risks so you get this risk-free income. Shaming an risk-taker for losing money is like shaming a soldier for losing a limb."

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Investment Wisdom @InvestingCanons

a month ago

“The more hard lessons you can learn vicariously rather than through your own hard experience, the better.” — Charlie Munger

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Edwin Dorsey @StockJabber

12 months ago

From “Dead Companies Walking,” companies fail when leaders: 1/ Learned from only the recent past 2/ Relied too heavily on a formula for success 3/Misread of alienated their customers 4/ Fell victim to a mania 5/ Failed to adapt to tectonic shifts in their industries 6/ Were…

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Value Investor Journal ® @VJ_Rabindranath

7 years ago

"The financial world suffers from an inherent flaw: the people who work in it, by and large, are terrible investors." -- Scott Fearon Author, Dead Companies Walking

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Investment Wisdom @InvestingCanons

a month ago

“Be a business analyst, not a market, macroeconomics, or security analyst.” — Charlie Munger

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Investment Wisdom @InvestingCanons

a month ago

"A great investment opportunity occurs when a marvelous business encounters a one-time, huge, but solvable problem." — Warren Buffett

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Fundoo Professor @Sanjay__Bakshi

a month ago

This gambler lost regularly. One day he heard about a race with only one horse in it, so he was all excited and bet all his money on this horse (position sizing). Halfway around the race, the horse jumped over the fence and ran away. 🤪🤪🤪

Jitendra Chawla, CFA @jaycee77

2 months ago

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Investment Wisdom @InvestingCanons

a month ago

"A tolerance for short-term market swings improves our long-term prospects." — Warren Buffett

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Investment Wisdom @InvestingCanons

a month ago

“Cash combined with courage in a crisis is priceless.” — Warren Buffett

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Contrarian EPS @contrarianEPS

a month ago

@StocktwitsIndia "Show me the incentive, and I'll show you the outcome." Charles T Munger

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Contrarian EPS @contrarianEPS

2 months ago

most super investors in India are insiders. Likely side deals with promotors and pick up little >1% shareholding If You're really were interested in the idea, you don't want market to jack up the prices. you would Buy < 1% stake from own account, family account, trust accounts