reo_sam
IIIndia Investments
•Created by reo_sam on 12/12/2023 in #fundamental-analysis
General Discussions
Sometimes I think that the more stories there are about companies or sectors, more likely they are to go in a bear phase. While those having no stories, just make reasonable money.
218 replies
IIIndia Investments
•Created by reo_sam on 12/12/2023 in #fundamental-analysis
General Discussions
Isn’t it fun to play out the longer cycles. Gives lot of time to accumulate and sit back.
218 replies
IIIndia Investments
•Created by reo_sam on 12/12/2023 in #fundamental-analysis
General Discussions
That is a good thing. Because eventually they will realise that these companies have a moat and the existing ones have a pricing power.
218 replies
IIIndia Investments
•Created by reo_sam on 12/12/2023 in #fundamental-analysis
General Discussions
This was expected. Only thing is whether that helps our companies.
218 replies