Don't you think that by following this strategy we need to keep hoping onto stocks which isn't a flavour of the town or lately market has started to like it. Whereas, if execution and earnings of the company is in place then they won't be able to hide it from market for too long.
So the dilemma is which is more preferable,
1. Compounding return on those stocks which are known to market.
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing poetic take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
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A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
On US based formulations pharma business, they have same price from 2015 , and recently they have runned up 100% or so, do you think if catalyst is still there, it would be right to bet on that.. ?
Curious if there are tools that help you keep an eye on these evidences, which you drill into. Care to share some of these tools. Thanks for the learning.
Don't you think that by following this strategy we need to keep hoping onto stocks which isn't a flavour of the town or lately market has started to like it. Whereas, if execution and earnings of the company is in place then they won't be able to hide it from market for too long.
So the dilemma is which is more preferable,
1. Compounding return on those stocks which are known to market.
2. ATH+ Neglect
Want to pick your brain on the above.
Both work.
You have to build your setup on any one based on your risk profile, patience levels and ability to stay active/in-active.
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To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing poetic take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
Built to Be Left.
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
It is the system’s operating principle”
Experience first. Return if it speaks to you.
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On US based formulations pharma business, they have same price from 2015 , and recently they have runned up 100% or so, do you think if catalyst is still there, it would be right to bet on that.. ?
Suzlon Energy (https://www.tradingview.com/x/Wzllxt4p/)
Nice article and can't agree more on this.. great job 👍
ACRYSIL also fit in this. 6 yeras of NEGECT (please see bse chart for this.) + IKEA JV
PRAJ INDUSTRIES can come in this category. 14 Year of NEGLECT + NEW ATH + Ethenol story (strong order book)
Interesting framework and evidences.
Curious if there are tools that help you keep an eye on these evidences, which you drill into. Care to share some of these tools. Thanks for the learning.
Hi Prabhakar, fantastic insight. Is there any tool or way to scan for such multi year 3-4 or 7-8 year breakouts? Thank you
Bharti airtel just given a breakout after long period of neglect.
One can say this about ITC too today. Time will tell.
Possible yes. Neglect is like a fertile soil the actual performance will depend on how the earnings pan out.
Good point. Even Laurus lab went no where for 4 years since it's ipo in 2016. Now nearly 6-7 times in last 1 year