NatrajS

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NatrajS

NatrajS

@natsraj

“How is your life?” - Penny. “Subject to entropy, decay and eventual death” - Amy Farah Fowler

Mumbai, India Katılım Nisan 2009
980 Takip Edilen261 Takipçiler
Drew Cohen
Drew Cohen@DrewCohenMoney·
$CSU had their first earnings call in over 8 years And the sell-side did not disappoint. First question? How did 1Q payroll taxes impact margins for the quarter...
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NatrajS
NatrajS@natsraj·
@rahulgoel477 One shouldnt invest in global equities for Rupee protection as the key reason, because without taking equity risk, gold has done a phenomenal job. But within equities, If you can buy meta at 15x, why not is the point?
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Rahul Goel
Rahul Goel@rahulgoel477·
It appears that the solution to improving the performance of your mutual fund portfolio, is to invest in international mutual funds. Well, your mutual fund portfolio has not done well probably because of one or more of these factors... #1 your choice of fund/s was wrong #2 your choice of fund manager / fund management team was wrong #3 you invested a lumpsum at the top of the market #4 not enough time has passed for a valid evaluation #5 you invested in too many funds None of these issues can be resolved by investing in international mutual funds. In fact, you will probably make the same mistake all over again...this time on a global platform. So, why fall for this new viral investment idea? Instead, focus on addressing the real issues before you invest your next Rupee...or Dollar. #NewFoundFascinationWithInvestingOverseas
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NatrajS
NatrajS@natsraj·
@rahulgoel477 International may be the flavor of the day. Look past the noise, Its good asset allocation after all. It will not work all the time but it will work in some periods. Like it makes sense to have debt, gold in the portfolio. Anything beyond this marketing!
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abhishek
abhishek@abhishec_s·
Active funds are ultimately a reflection of fund manager's beliefs. I believe intrinsic value driven, benchmark agnostic, relatively concentrated portfolios offer the best odds, even if I cannot prove it conclusively. This will not change about my funds. Ever. My investors and I will have to live with the consequences.
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Ian Cassel
Ian Cassel@iancassel·
A bubble is any theme, industry or bull market you aren’t participating in 😆
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NatrajS
NatrajS@natsraj·
Focus on mkt share and you will miss this…simple compounding.
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NatrajS
NatrajS@natsraj·
@ihymacc I have been here manh time. No need to hide. It is a hide. Stories these guys make!
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Mac 🍃
Mac 🍃@ihymacc·
remember when wildlife photographer Varun Aditya shot this impressive clip without flash, staying in a hiding place for 3 nights to patiently wait for the pride of Lions.
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Patient Investor
Patient Investor@patientinvestor·
$META at 18x earnings makes no sense! 30% revenue growth, reaching half the planet, and still priced like a no growth business.
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NatrajS
NatrajS@natsraj·
“Show me a hero and i will write you a tragedy” - Fitzgerald
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NatrajS
NatrajS@natsraj·
Inaction is an action…if there is a solid rationale behind it.
CapexAndChill@CapexAndChill

One important lesson for all investors comes from Berkshire's Ajit Jain's exact mandate to his underwriting team: "Your job is to say no. Every now and then you will come across a deal that'll hit you with a 2x4 and it'll be screaming money." Abel and Jain are not budging. They are earning a risk-free yield and waiting for structural market dislocation. The capital discipline remains ruthless. $BRK.A $BRK.B

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NatrajS
NatrajS@natsraj·
Fav quote “If you don’t stand for something, you will fall for anything…” #staythecourse
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NatrajS
NatrajS@natsraj·
Just look at the growth rates of Mag 7…not just growth but competencies that are difficult to break easily!
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Keşfet

@DrewCohenMoney @rahulgoel477 @abhishec_s @iancassel @ihymacc @Ross__Hendricks @patientinvestor @elonmusk