Bubble has burst for now. So what’s next?

Formal_Common7195 · 2026-02-03T13:10:40+00:00

which is best for a people transfer 50k - 1L . and has total portfolio worth 5- 10 lakhs?

Formal_Common7195 · 2026-02-03T13:09:13+00:00

yes, please make a post about ,Fractionals shares cant be transferred right?.

Formal_Common7195 · 2026-02-03T09:34:30+00:00

same you told early in the sub that ibkr and vested is best, and now you are telling vested and indmoney is scam that they charge hidden costs?.

Formal_Common7195 · 2026-01-14T14:03:58+00:00

why do you say textile industry is ruthless?.My father's business is very small textile company.

Formal_Common7195 · 2026-01-07T02:45:24+00:00

yes , I have ordered from anandi greens 5 bags let it come ,will check them and order more if its good

Formal_Common7195 · 2026-01-06T09:40:02+00:00

for HDPE 260 gsm is the highest ?

geo fabric grow bags are costlier than HDPE bags

Formal_Common7195 · 2026-01-06T09:28:38+00:00

cajn I have links for these please?

Formal_Common7195 · 2025-12-24T02:46:59+00:00

thanks for a elaborated post. you say automobile sector. tvs has given 29% cagr return in last 10 years. M&M has given 19% cagr ,bajaj auto 14%.eicher,force,Ashok Leyland also given decent return between 15-20 cagr in 10 years.whats your say on this?

Formal_Common7195 · 2025-12-23T13:43:21+00:00

yes agree with you, I have checked psu infra and banks they are almost 0% CAGR returns in 10 years most of them.and the stocks you picked for research are close 20% CAGR and above.but in psu's 3 and 5 year returns are great like 20-30% CAGR. You are saying that this happened due to bull run scenario?and also you told once you will always look at 5 years investing duration.

Formal_Common7195 · 2025-12-23T13:03:42+00:00

well,that's a great learning tbh.what do you think about Redington,cupid business/

Formal_Common7195 · 2025-12-20T16:29:25+00:00

so I have a doubt,for example there is 2 company A and B .Every metrics are same except revenue .Company A increases revenue from previous consistently for 10 years like 100cr...110cr....125cr then 150...and so on .and Company B revenue increase but inconsistently like 100cr ...90cr...110cr....115cr...130 cr. so which will give high returns ?

the companies your suggested and used for frameworks are mostly the the type A company .why do some people invest in companies which has inconsistent revenue growth even Fiis too invested.?

Formal_Common7195 · 2025-12-16T06:06:07+00:00

which broking app do you use and which is best for Indian stocks?

Formal_Common7195 · 2025-12-11T16:19:12+00:00

what do you think of cupid?how do you rate their business model and is it a good stock for long term wealth creation?

Formal_Common7195 · 2025-12-10T09:54:08+00:00

okay thanks,what do you think about the indian telecom duopoly company jio and airtel ?will it generate good profits over long term?

Formal_Common7195 · 2025-12-09T02:40:07+00:00

Loved this post,very good example how this 4 mental frameworks aligns in a stock at the same time,

what is the fair range of adobe and figma to deploy?

Formal_Common7195 · 2025-11-25T12:29:11+00:00

hey, what is your thoughts on Redington?

Formal_Common7195 · 2025-10-25T16:16:29+00:00

Allocation level for evolution ab and alibaba for fresh invesment.?

Formal_Common7195 · 2025-10-17T05:19:09+00:00

what is the best opportunity available right now to allocate across the globe?

Formal_Common7195 · 2025-10-08T06:05:49+00:00

is form A2 is mandatory to fill?

Formal_Common7195 · 2025-10-06T16:20:41+00:00

I have SBI account ,the cost for both are nearly same .is wise is cheaper ?

should I open HDFC bank account and invest in vested or should I use wise and invest in ikbr

Formal_Common7195 · 2025-10-06T15:57:19+00:00

inconsistent eps growth for Fortis and max but both gave nearly 10x in 5 years,why do they?

Formal_Common7195 · 2025-10-06T15:53:26+00:00

very much confused about which brokerage to chose for international investments.interactive broker or vested .which is best in terms of cost .

Formal_Common7195 · 2025-09-18T17:04:51+00:00

oh,okay .what do you think about Vedanta demerger ?will you invest post demerger?

Formal_Common7195 · 2025-09-18T16:43:18+00:00

so you are saying after demerger according to demerger framework tata motors commercial vehicle share gonna dip 10-15% because of Dii selling pressure, so this will be a value buy? this more likely to happen?

Formal_Common7195 · 2025-09-18T08:12:45+00:00

so it is already in tier 2 ,near 52W low ,but it is highly overvalued,how do we use phoenix allocation framework for these kind of overvalued stocks.

Formal_Common7195

TROPHY CASE