Posts

This Time It's NOT Different

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This blog is about how to position yourself in Steel stocks presently, given ODDs are in a manner, where risk seems to be relatively lesser on the SHORT side of the trade given our weak view on domestic steel pricing scenario. Disclaimer: This blog is not a recommendation to buy / hold / sell any stock. This blog is mainly for information and EDUCATIONAL purpose only. The intention to share write ups on this blog is to create a repository of ideas so that investors / visitors on the website / blog can have a look at various frameworks & approaches. Please read the detailed disclaimer at the bottom of the post. Recency bias is a form of emotional bias where one tends to weigh recent events more heavily, discarding the historical events & information available. This results in failing to notice an opportunity that is in plain sight cause their attention is directed somewhere else. The steel sector is experiencing something similar right now. Steel has always been a cyclical mark
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The Snowball Effect

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This blog is about our understanding of the term "multi-bagger" and how one should look at multiplying their wealth through multi-bagger way. Disclaimer: This blog is not a recommendation to buy / hold / sell any stock. This blog is mainly for information and educational purpose only. The intention to share write ups on this blog is to create a repository of ideas so that investors / visitors on the website / blog can have a look at various frameworks & approaches. Please read the detailed disclaimer at the bottom of the post. The fanciest term heard in the stock market is multi-bagger, with most people having a desire to keep such possible multi-bagger opportunistic stocks in their portfolio. This term is also heard whenever we ask for a price outlook on any investment idea that one recommends; everyone imagines their stock to be a multi-bagger. While multi-bagger returns are a concept in investing, most of us just have a big fancy around this term, with very little or n
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Too Sweet To Eat

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This blog is an evaluation of the sugar industry. We have tried to give a detailed understanding about how this industry operates and its structure. Disclaimer: This blog is not a recommendation to buy / hold / sell any stock. This blog is mainly for information and educational purpose only. The intention to share write ups on this blog is to create a repository of ideas so that investors / visitors on the website / blog can have a look at various frameworks & approaches. Please read the detailed disclaimer at the bottom of the post. Sugar Industry – Snapshot: Sugar is an essential consumer staple and forms a part of the daily diet for consumers around the globe. It is one of the major agricultural commodities produced around the world. While it's consumption has been widely stagnant, the supply side has been quite volatile, making this sector very volatile. Sugar is derived from sugarcane. Sugarcane being a highly water intensive crop, insufficient/ irregular/good rainfall dis
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