Stock return
Bob Farrell’s “common sense” guide to navigating market uncertainties
📉 1. Markets return to the meanExtreme prices never last.For eg: The S&P 500 fell 34% in March 2020, then…
Circle of competence
“I think it’s much easier to predict the relative strength that Coke will enjoy in the soft drink world than…
Why time in the market beats timing the market – From Optimism to Euphoria to Despair and repeat
Click here to view original article from Rothschild & Co.
“Outsized returns often come from betting against conventional wisdom, and conventional wisdom is usually right.” – Jeff Bezos, Amazon Shareholder letter
“Outsized returns often come from betting against conventional wisdom, and conventional wisdom is usually right. Given a 10 percent chance…
Warren Buffett’s Dexter Shoes investment mistake and lessons learnt – “Don’t risk what you have and need, for what you don’t have and don’t need”
In 1993, Warren Buffett bought Dexter Shoe. Dexter was a company admired by investors the world over due to its…
How 100 bagger stocks happen? Stock price = P/E x EPS = PE multiple expansion x Earnings growth with long holding period/moat
100-Bagger Characteristics 1. High Returns on Invested Capital A high Return on Invested Capital (ROIC) – A company with a…
Buffett’s Q2 2025 purchase – 5m shares of UnitedHealth Group worth $1.6bn, stock up 29% from it’s 5 years low of $234.6 touched on 1 August 2025
Others who also bought include: David Tepper – Appaloosa Management – 2.45m shares Michael Burry – Scion Asset Management, Renaissance…
Top 25 countries in 2025 for net worth per adult – UBS wealth study 2025
UBS Global Wealth Report 2025
Ashish Dhawan – Indian mid cap UHNW – net worth c.450 mEUR
Stock additions in Q1 FY26 as below: Top Holdings as on Q1 FY26 : highest to lowest holding value in…