How can you know WHICH stage a business is currently in?
Watch:
▪️Revenue
▪️Gross Profit
▪️Operating Profit
▪️Net Profit
▪️Share Count
This graphic is a helpful guide:
The semi-annual letter from Fundsmith dropped today and it's the best thing any serious investor can read.
Summary
1. Hiking interest rate is not the solution to inflation
2. Focus on high Gross margin cos.
3. Sectors: Consumer staples (some disc), Healthcare, Tech
RT for reach
Salary 100
Taxes 30
Expenses and EMIs 50
Savings 20
Post 1 yr inflation
Salary 110
Taxes 33
Expenses and EMI 60
Savings 17
Post 3 yr inflation
Salary 133
Taxes 40
Expenses and EMI 86
Savings 7
#Inflation is the hidden tax...Govts love it.
The Purchasing power parity of INR : USD is about 4-5x
So if you make 100k in the US , your living standard is same as 20-25L in India
What do you think ? Would you pick a 100k job in US or a 25L one here...
Assuming worst case there will be no return for lets say 3 years but great returns in 4th and 5th so that overall xirr over this time will be say 12-18 pct...
will you stop investing today??
I analyzed 25+ years of #Nifty data to better understand bear markets 🐻
Why?
Given the recent market sell-off and bearish stance of market participants, history and data is your best guide to prepare if we're headed for a bear market.
Thread with findings below 🧵👇
1/n
If you have 12-24 months of expenses in Bank Account, Zero Debt, Term & Health Insurance in Place, SIP Ongoing for Long Term & a Reasonably Healthy Lifestyle, you Don't Need to Worry about Market Crash/Euphoria.
Keep Going !!! You will Do Well.
#FI
Banks worldwide are investing around $100 billion to modernize their payment systems and keep up with innovative rivals including PayPal Holdings Inc. and Square Inc.: Shanker Ramamurthy, global managing partner for banking in IBM Services.
Don't worry about markets. Focus on the companies. In the long run, good companies always reward irrespective of the overall market performance.
-@dmuthuk#Equity4Life#Investing#StockMarket
Most of the PSU stocks are known as "Laggards" .. check performance of PSU stocks since March 2020.
Whats next .. ? Which PSU Stock can give good returns from here.. ?
(Image Courtesy - Delhi Broker's Group)
TRUST THE PROCESS... ✌
Whatever happened, happened for the GOOD.
Whatever is happening, is happening for the GOOD.
Whatever will happen, will also happen for the GOOD.
-Bhagwan Shri Krishna
#ThinkPositive#Equity4Life
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