Un-common sense
2.7K posts
@Random_Gyan
Business Owner ; Ex - BofA Banker ; IIM Calcutta ('07Batch) Passionate about Investing; Student of History
Silver took 2 months (nov - dec '25) to move from $50 to $70 and then zoomed to $120. In less than 2 months back to below $70 now. Crude took 2 months (Jan - feb '26) to move from $60 to $70 and then zoomed to $120. Will it follow silver trend and come back below $70?
One of the greatest blunders of all time ? Phillips owned 50% of ASML. The 1995 IPO brought in about $85 million for about half-share of the offering. Subsequent secondary offerings and the final 2004 exit brought the total estimated proceeds to around $1 billion to $1.5 billion. Current mcap of ASML is $530b. Phillips stake would have been worth $265b. Phillips mcap currently is $27b Phillips has more fumbles. Will share later.
ICICI vs HDFC Bank since 2000. Notice the ICICI outperformance between 2006-2008 which reversed and HDFC o/p since 2015. Time for another reversal ..@contrarianeps chart: s.yimg.com/uc/finance/cha…
One of my favorite papers last year was The Ultimate Guide to Long-Term Investing. It covers 200+ years of data from over 50 countries to examine how asset classes have performed across a range of macro, policy and valuation environments. My conversation with author Jim Reid of Deutsche Bank walks through the findings: • What are the historical returns of stocks, bonds and gold? • What variables best predict long-term performance? • What does the recent surge in gold suggest? • Should we expect US stocks to continue to outperform the world? 0:00 Starts 1:54 Importance of real vs nominal returns 5:36 Historical returns of gold 8:28 Global investment opportunities 18:06 Bond market performance and growth's impact on asset prices 23:11 Potential impact of AI 30:34 Valuation importance 42:43 Predictors of bond performance 47:01 Historical periods of high valuations 55:12 Impact of AI on economics Sponsored by @AlphaArchitect
