Thursday, January 23, 2025

morning thoughts... 

The mistake people do is not buying at discount during bear markets and keep buying at over valuation in bull markets
We see plenty of stocks trading below 15 pe to book value which has the same potential which it had few months before

Have conviction
Have faith
Have long term vision if an investor and hawk view if a trader

Now coming to markets we are of the view that markets for next two months may witness upsides with intermediate corrections and may surprise on higher side

One must remember that markets never move in one direction, up and down is the cycle 

We are not mentioning stock names as there are plenty with good businesses

The current markets are a haven for both traders and investors 

Markets don't bottom when majority wants to and it doesn't moves up as per desire

Majority of mutual funds will underperform for many years as sip and high returns advertisement has become a fashion attracting masses

We are bullish on gold and silver and see new highs in few months

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