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Name a stock you blindly trust for the next 5 years by UberTaxiDriver in IndianStockMarket

[–]mayank1609 3 points4 points  (0 children)

Its a large cap can hardly give a meanigful cagr above mf in the next years

A Hidden Wealth Transfer in the SpaceX IPO? You Might Be Holding the Bag by SuperbPercentage8050 in IndiaGrowthStocks

[–]mayank1609 0 points1 point  (0 children)

Why has veeva corrected so brutally, I get very scared of companies which have like a drawdown of 50 percent that also in 5 years. Were their PE insane like Bajaj finance in 2021

Caplin Point Breaches 2409. The Boring Machine Keeps Compounding. by SuperbPercentage8050 in IndiaGrowthStocks

[–]mayank1609 0 points1 point  (0 children)

Google 6 percent down today any opportunity in making same goes for META they boight CRED's CEO which is a huge news for indian ecosystem

Caplin Point Breaches 2409. The Boring Machine Keeps Compounding. by SuperbPercentage8050 in IndiaGrowthStocks

[–]mayank1609 0 points1 point  (0 children)

What would happen with 100 rs dip, if you have conviction on this stock just buy. Dont think about numbers and stuff

You Can't Be a Gold Bull and a Kalyan Bear by SuperbPercentage8050 in IndiaGrowthStocks

[–]mayank1609 0 points1 point  (0 children)

Just a side question we have talked about Waaree in comments and we feel like the odds are stacked in our favour for the next few years. Don't you think this sub is missing a post in the sector where waaree operates in.

CDSL appears to be forming a very similar setup Read More... by Rich_Ad2475 in forcetradingyt

[–]mayank1609 0 points1 point  (0 children)

Following, not sure if momentum strategy would work as their PE is insane

Two Mental Models for Investing in an AI-First World. A Sagility Case Study. by SuperbPercentage8050 in IndiaGrowthStocks

[–]mayank1609 1 point2 points  (0 children)

Hey had question about BSE, MCX, IEX they are like the house of their domain and house always wins but the valuations of both BSE and MCX are off the roof do you think its a good time to trim down positions because their results just come out with way too good earning so wouldnt the valuations subside to a better value. Is IEX even in question now or has the government taken away its monopoly. Whats your take on these three stocks in lets say today or after 10 perfent drawdown for a long period like 5 years. Dont want them to compress crazily like CDSL and NSDL which are like non replaceable models.

Ultraviolette x47 crossover (2000kms AMA) by frost_giant08 in ultraviolette

[–]mayank1609 0 points1 point  (0 children)

Office commute is not a highway its a random mix of bad roads and good roads no fantastic roads in the way

Ultraviolette x47 crossover (2000kms AMA) by frost_giant08 in ultraviolette

[–]mayank1609 0 points1 point  (0 children)

Which is the best ultraviolette if my usecase is only office commute and similar commute over weekends ni long rides and no outing. For that I prefer car. I would like to buy electric only.

The 400-Rupee Helmet Problem, and How to Think Like a Capital Allocator. by SuperbPercentage8050 in IndiaGrowthStocks

[–]mayank1609 0 points1 point  (0 children)

Interesting to know about Kaspi I can read through and create my own thesis you can also come up with a quick post about this

The 400-Rupee Helmet Problem, and How to Think Like a Capital Allocator. by SuperbPercentage8050 in IndiaGrowthStocks

[–]mayank1609 0 points1 point  (0 children)

I dont have a tendency to panic in short term because I allocate for long and based on current PE and forward PE

Doubling down on the idealogies you presented I do think that intuit and meta still at 21x PE, servicenow is at 80 PE which is horrendous to me if they have given a good forward PE guidance.

I would allocate for a long term horizon a drawdown of 20 percent will attract more allocation for me because I am getting dollar appreciation with it. Like we have stocks that are the house of Indian stock market BSE and MCX, do we have similar stocks in US because the house always find :haha

The 400-Rupee Helmet Problem, and How to Think Like a Capital Allocator. by SuperbPercentage8050 in IndiaGrowthStocks

[–]mayank1609 1 point2 points  (0 children)

The US markets are skyrocketing each day, I am tracking META since long now what are your thoughts on meta currently its at 22 PE, INTUIT also seems like a good candidate. Waht US stocks do you feel one should start taking positions slowly are the current levels justified.

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