Tweet Buster: Two timeless weapons that can help you be a better investor
In this edition of Tweet Buster, we bring you the best of market gyaan, investing strategies and the do’s and don’ts of investing in a volatile market.
The MF benefit
DSP Mutual Fund’s Kalpen Parekh explained the benefit of portfolio approach of mutual funds.
Titan was up 10% – I don’t own – but Quant fund hasTata Motors up 10% – I don’t own – but Equal Weight Nifty has… https://t.co/63ta3Qbtxk
— Kalpen Parekh (@KalpenParekh) 1633622781000
Parekh said in this market when all types of stocks are at highs, it creates an illusion that our own style works. “It’s not the style, it’s the entire market working.”
In this market when all typesOf stocks are at highs, it creates an illusion our own style works.Quality worksMo… https://t.co/4mmVHsLRM0
— Kalpen Parekh (@KalpenParekh) 1633674300000
Parekh said the best weapons for us to be a good investor are those that are very cliched: SIP and automated asset allocation.
The best weapons for us to be a good investor are those that are very cliched SIP and automated Asset allocation… https://t.co/OxiUxydjhH
— Kalpen Parekh (@KalpenParekh) 1633798341000
Dalal Street veteran Basant Maheshwari said the needle that bursts a commodity run is supply. “If there’s no supply there’s no needle. Kids researching commodity stocks were in college when the last cycle was playing out.”
The needle that bursts a commodity run is supply. If there’s no supply there’s no needle. Kids researching commodit… https://t.co/TYpfmXbWac
— Basant Maheshwari (@BMTheEquityDesk) 1633575440000
Investors vs Customers
PMS fund manager Shyam Sekhar said some companies are great only for shareholders and are not so great for their customers. “What investors love, customers hate.”
Some companies are great only for Shareholders.They are not so great for their customers.What investors love, c… https://t.co/VbcUKvxzTK
— Shyam Sekhar (@shyamsek) 1633500183000
Value vs Growth
Sekhar said from the bottom of the bear market, every PSU navaratna company has beaten every FMCG bluechip hollow on returns. “When the discount to intrinsic value is the highest, returns will be significantly more. That is when value investing gets its best chance to trump growth stocks.”
From bottom of the bear market, every #PSU navaratna company has beaten every FMCG #bluechip hollow on returns.Wh… https://t.co/fwERbXDxs8
— Shyam Sekhar (@shyamsek) 1633485189000
Independent market expert Sandip Sabharwal said TCS results were strong as expected but missed estimates marginally on the topline and by a decent extent on margins. “Will be tough to build on priced to perfection valuations. Margins could further come under pressure, salary inflation is high, back to office, start of travel etc,” he said.
#TCS results were strong as expected but missed estimates marginally on the topline and by a decent extent on margi… https://t.co/ns4jRlgwBN
— sandip sabharwal (@sandipsabharwal) 1633703589000
Deepak Shenoy of Capitalmind said one should be an investment philosophy and be ready to change it ever so often when the market slaps you across the face. “No matter what you do, there’s a good chance it will have a chance to link to your original philosophy, otherwise you can say know when to break the rules.”
You should have an investment philosophy and be ready to change it ever so often when the market slaps you across t… https://t.co/CVbSGCsJH6
— Deepak Shenoy (@deepakshenoy) 1633751793000
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