In this edition of Tweet Buster, we scan the world of 280 characters to bring out the best investing gems, market strategies and market outlook from the market gurus.
In this thread, Zerodha CEO Nithin Kamath explains what went wrong at US hedge fund Archegos and argues that the chances of such a blowup happening in India are much less because of stricter regulations.
The big news from last week was the blow-up of a leveraged hedge fund Archegos & how it caused $billions in losses… https://t.co/6Ixl8NOeUR
— Nithin Kamath (@Nithin0dha) 1617449176000
Value investor Arun Mukherjee gave out a tip for those hunting for an EV play.
#TataChemicals:Introduced InsperiCo, world’s 1st branded recycled Cobalt, extracted from recycling lithium ion batt… https://t.co/wo6lkm2pji
— Arun Mukherjee (@Arunstockguru) 1617291806000
Are metal stocks that cheap?
PMS fund manager Basant Maheshwari said the P/E ratio that some metal companies trade at for their FY22 EPS will confuse you whether the number that you see is a P/E or the P/B of the stock under analysis.
The P/E ratio that some metal companies trade at for their Fy 22 EPS will confuse you whether the number that you s… https://t.co/VqWP48t1LH
— Basant Maheshwari (@BMTheEquityDesk) 1617291773000
Sip by Sip
Kalpen Parekh, president at DSP Mutual Fund, said SIP isn’t an answer to all investing problems but it ensures automated saving and making an investment when NAVs fall. He said it also ensures that its frequency suits our income cycle – monthly salary.
SIP isn’t an answer to all investing problemsYet it ensures : 1) we don’t spend every month the SIP instalment… https://t.co/EKpyHTZr67
— Kalpen Parekh (@KalpenParekh) 1617518812000
The big Bitcoin question
Samir Arora of Helios Capital asked what will happen to Bitcoin prices as more and more companies like Paypal, Visa, Tesla, etc start accepting the cryptocurrency for transactions? In another tweet, he said Max Life Insurance CIO Mihir Vora has the best explanation: “If I expect the price to go up, why will I spend Bitcoin? So if everyone thinks the same way, there won’t be transactions. But if there’s no usage for transactions, then what is it worth?”
Best (& simplest to understand) answer so far is from my friend @theMihirVIf I expect the price to go up, why wil… https://t.co/aU4NH1n9As
— Samir Arora (@Iamsamirarora) 1617153325000
Correction is a friend
Independent market expert Sandip Sabharwal said investors who want to hold a stock for 5-10 years should like deep corrections as you get more shares for the same amount of money.
If you want to hold a stock for 5-10 years targetting a priceYou should like deep correctionsAs you get more No o… https://t.co/mzXt0NrIIt
— sandip sabharwal (@sandipsabharwal) 1617519137000
Here’s a collection of gems from microcap investor Ian Cassel:
If compound interest is the eighth wonder of the world, then the compounding effect of great decision making is the… https://t.co/uVkmTL2CfT
— Ian Cassel (@iancassel) 1616979709000
All you need is a few big winners during your lifetime to beat the market. Everyone else will try to undermine you… https://t.co/dkxlkKC3vk
— Ian Cassel (@iancassel) 1617136629000
Every position should have the potential to move your whole portfolio if they work big. This game is too hard to no… https://t.co/opaZ6DdaT3
— Ian Cassel (@iancassel) 1617285239000
When a management team executes, business grows, stock ascends, and the position becomes a greater % of your portfo… https://t.co/JAnwkGeUl8
— Ian Cassel (@iancassel) 1617474929000