Satyajeet Mishra @satyajeetmishra

Value Investing. Joined February 2010

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Satyajeet Mishra @satyajeetmishra

5 years ago

Am I investing, or have I stepped over, into speculation, by mistake? Honestly, that worries me a lot. And it's something, the giants of value investing, from Ben Graham onward, to modern writers like @Gautam__Baid, have thought deeply about. Some thoughts:

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Satyajeet Mishra @satyajeetmishra

5 years ago

The Joys Of Compounding, by @Gautam__Baid reads like an honest conversation with someone who deeply cares about value investing. And who's generously sharing its nuances. For example, should you buy cheap stocks or high quality ones? Here's what I learnt:

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Satyajeet Mishra @satyajeetmishra

5 years ago

Leases under Ind AS 116, can suddenly seem like debt burden. It's not so. Creates contra asset. Perhaps, reclassification (a new row) needed in the summary balance sheets in your excellent Screener.in, @ayushmitt ji? 🙏 E.g. Jubilant Food

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Satyajeet Mishra @satyajeetmishra

5 years ago

The surprising thing about Jubilant FoodWorks stock, isn't that its of very high quality (it is). It's how easy it is to understand. Unlike a few other stocks, unpacking it did not involve an Aspirin!