ValueHunter

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ValueHunter

ValueHunter

@ValueHunter8

Microcap Investing, chip design, a farmer, proud appa, philosophical, proud of Bharat's heritage. Apolitical. 🙏 Mahadeva & Krishn! Karma & Hard work.

Bharatha Se unió Kasım 2019
166 Siguiendo1.3K Seguidores
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ValueHunter
ValueHunter@ValueHunter8·
@sahil_vi @ishmohit1 +1 I started with 15 stocks 10 years back and at peak of pandemic it was 39 stocks in the portfolio. During the phase, realized allocation is the crux of making money. Now, trimmed down to 9 businesses and planned to remain below 15.
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ValueHunter
ValueHunter@ValueHunter8·
The day amrika stops it's dirty games and starts treating India at par - majority support goes for its fight against radicalism/extremism in middle east. Until it befriends porkis, funds destabilizing forces, executes it's containment strtegy - it will get zero support.
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ValueHunter
ValueHunter@ValueHunter8·
@India_Progress US took too many fights with everyone. EU, India, China, South America, Africa. To fight a cvilizational rival it needs everyone else on it's side. When it drops the containment policy & treats it's well-wishers with parity & trust, stop playing dirty games it can suceed.
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Realist_Indian
Realist_Indian@India_Progress·
Iranian regime has survived not just bcos they dont fear dying (this itself is a big deal given how many regime leaders have died). But also bcos American politics doesnt allow for any sacrifices to handle Iran or any rogue regimes as of now. What will Trump do next?
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ValueHunter
ValueHunter@ValueHunter8·
if you react during the market mayhem - rebalance to buy a great business for merely a 10% correction - you loose out on the capital gain part & the long term compounding. Darkhorses are best left untouched no matter what. Examples are in front of us.
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ValueHunter
ValueHunter@ValueHunter8·
#LumaxAutotech is been the darkhorse during the market downturn. The business growth was outstanding. Postwar world will give auto-ancilliaries a tailwind due to rapid militarization of many countries that were dependent on amrika for security.
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ValueHunter
ValueHunter@ValueHunter8·
@1shankarsharma @Ajay_Bagga In last 10 months we have displayed the skills of how to be a good boy in the classroom - not annoy anyone, not do anything without headmasters permission. Even the last bencher like Iran took the headmaster to task when headmaster was wrong and bullying.
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Shankar Sharma
Shankar Sharma@1shankarsharma·
@Ajay_Bagga Uske liye jigra chahiye Bhai. We have displayed how much we have, in the past 10 months
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Ajay Bagga
Ajay Bagga@Ajay_Bagga·
Iran being allowed to levy a Toll in the Strait of Hormuz may set a precedent for Singapore to toll the Strait of Malacca or Turkeye to toll the Strait of Bosphorus. India should place its navy south of the Andamans and start levying a toll on all ships transiting the Indian Ocean . The Rules Based Order was that man-made Panama and Suez canals would levy charges. Natural waterways were governed by rules of international trade which ensured free access and transit. That is being challenged now.
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ValueHunter
ValueHunter@ValueHunter8·
Quite satisfying: during last 3 years of investing is of buy at low valuations. Neither sold a single stock nor the market downtrend/war fuelled correction triggered me to react. Reason being - decided to be busy in farm, office and with family looking for opportunities.
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ValueHunter
ValueHunter@ValueHunter8·
Iran is full of men!
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Shankar Sharma
Shankar Sharma@1shankarsharma·
@_prashantnair This is a nuclear edge, Prashant Civilisation doesn't end with a few bombs It only ends with the nukes
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Prashant Nair
Prashant Nair@_prashantnair·
Last minute max pressure tactic !
Prashant Nair tweet media
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ValueHunter
ValueHunter@ValueHunter8·
The empire's goonda gardi is a recap of how British Empire would have made India to kneel down and agree to it's unfair terms of trade leading to the biggest plunder of the all times for 200 years.
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ValueHunter
ValueHunter@ValueHunter8·
@unseen1_unseen Civilizational states are ready to sacrifice today to avoid slavery of their next generations. Modern nation states that were built on slave trades, plundering do not have more than 300 years of history which makes them look at short term profits and act.
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unseen1
unseen1@unseen1_unseen·
Venezuela looking at Iran and breathing a sigh of relief that they made the correct call, unlike Iran.
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ValueHunter
ValueHunter@ValueHunter8·
March 30 was a great day to buying decent businesses at lowest valuations in last many years, I deployed first trench of cash on 29th March and stocks fell like 10% more on March 30. Now that war of choice is going to finish sooner than later - those valuations are behind us.
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ValueHunter
ValueHunter@ValueHunter8·
@ramprasad_c The great civilization can't complete a sentence with f words.
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Ram
Ram@ramprasad_c·
His begging style is the most unique.
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ValueHunter
ValueHunter@ValueHunter8·
@smarket NRIs in the land of free have no other option but to support the madman, his gang. If they dont - certain that withdraw visas on national security threat. Support for Iran - may be an opposition to the madman's madness of destroying countries at will, stealing resources.
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Deepak Singh
Deepak Singh@smarket·
Losers in life have one strong trait - Jealousy No wonder all the losers in India are cheering for Iran 🙂
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ValueHunter
ValueHunter@ValueHunter8·
@AgentSaffron Of course, Trump is going crazy with his carriers getting shot at, helicopters getting shot at :)
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AgentSaffron ANTI WAR OPEN HORMUZ STRAIT
Iran could deal with Obama & Biden because they had to appear crazy and Obama/Biden response would be to try and calm them down. With Trump they are facing someone who can be far more crazier than them.
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ValueHunter retuiteado
Daniel Foubert 🇵🇱🇫🇷
Daniel Foubert 🇵🇱🇫🇷@Arrogance_0024·
Lose all this to rescue 1 pilot and call it your greatest military success of all time.
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ValueHunter
ValueHunter@ValueHunter8·
@dhume The US is good at story telling and their media friends are good at amplifying those stories.
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