Set Your Heart Ablaze
36 posts

Set Your Heart Ablaze
@Hypergraphic84
Explorer|Thrill Seeker| Embracing new experiences |Deep Thinker | Success Enthusiast | Investor












Trump’s 50% tariff is economic blackmail - an attempt to bully India into an unfair trade deal. PM Modi better not let his weakness override the interests of the Indian people.








Except 2008 and 2020, we have kind of price bottomed around these levels (the green arrows) +-5% for smallcap index. Let us see how this time it plays out. Fundamentally, we are down to 27 PE. However, on smallcap index, I rely more on book value and dividend yield (none are perfect metric and one needs to get into nuances which is a never ending rabbit hold and one can discuss and debate the way he wants do) wise still above historic mean by another 20% price or time correction. PE wise too, 1 year of time correction with 10% EPS growth takes us to 24 and some more 10% price correction to 21, a conducive level for next round of sustainable bull run So, mota moti, another 10-20% through a mix of price, EPS and time is my worst case scenario. If EPS growth falters below 10% and there are some reasons why it may or it may not, then, assumptions change. Let us see








