ET Markets’ Post

Last week at the Future Proof conference, in my backyard in Huntington Beach, Bloomberg interviewed famed small- and mid-cap investor John Rogers of Ariel Investments. As someone focused on smaller equities, it was a refreshing discussion by an actual stock picker. No talk about the macro environment or #AI or the Magnificent Seven, which seems to dominate today’s finance press. One thing I’ve written about lately is small-cap being trounced by the larger companies. The #Russell2000 has famously lagged the #SP500 seemingly forever. 👉But he pointed out the reason this asset class is so interesting. On an individual basis, most people aren't paying attention to this part of the market. People might know how the Russell 2000 is trading, but the constitution of companies is unknown to most investors and has very little Wall Street coverage. ➡As such, investors in this space have to do the work! Learning the industries, getting to know management, modeling out future cash flows. The stuff I was taught as the hallmark of investing. It was a refreshing conversation and a reminder that small cap stock picking still exists. Watch the full interview below! #stocks #investing #capitalmarkets #investors #finance

How To Make Money In Stocks has shown over 2 million investors the secrets to building wealth. O'Neil's powerful CAN SLIM(R) Investing System--a proven 7-step process for minimizing risk and maximizing gains--has influenced generations of investors.

In our first quarter investment commentary we revisit the tale of The Tortoise and the Hare in the context of an investment portfolio. We seek to remind investors that different asset classes behave differently at different times. When stocks are roaring ahead it is important to remember how other assets complement a total portfolio allocation. #diversification #Aesopsfables #investing

In the realm of investing, value investing stands out for its time-tested stability and success. By seeking stocks that are undervalued compared to their true worth, a patient investor can reap the rewards over the long term. As someone who values thorough research, I can attest that the key to successful value investing is in-depth analysis and understanding of a company's fundamentals. Patience is a virtue, and nowhere is that truer than in the pursuit of value investments - where the intrinsic value will eventually be recognized by the market. Stay focused, and committed, and let time be your ally. #ValueInvesting #LongTermSuccess #InvestmentWisdom

Market corrections offer critical insights for long-term investors. In today's Divya Bhaskar column, our Fund Manager Mr. Hemant Shah elaborates on how time and price corrections play a crucial role in market cycles and how they can help you strategize for sustainable growth. Read on to learn more. #strategize #stcokmarket #insights #longterm

#Investing: Beyond Market Speculation Investing is often misunderstood as a game of predicting market movements in the short term. This couldn't be further from the truth. No one could have foreseen the remarkable highs of the Sensex and NIFTY during the COVID-19 lows of 2019. This example underscores the unpredictable nature of markets and highlights the importance of a long-term perspective. In the short term, markets may be driven by sentiments and liquidity, making them volatile and seemingly irrational. However, over the long term, earnings and corporate profitability are the true determinants of market performance. This is why it's crucial to maintain a long-term investment horizon and adhere to a disciplined asset allocation strategy, rather than attempting to predict market levels. Investing according to one's risk profile and tolerance to volatility is equally important. Each investor has a unique risk appetite and financial goals, and it's essential to align investments accordingly to achieve financial success. As Warren Buffett wisely said, "The stock market is designed to transfer money from the Active to the Patient." His long-time partner, Charlie Munger, adds, "The big money is not in the buying and selling, but in the waiting." Similarly, Peter Lynch, renowned for his investing acumen, reminds us, "In this business, if you're good, you're right six times out of ten. You're never going to be right nine times out of ten." These insights from legendary investors emphasize the importance of patience, discipline, and a long-term approach in investing. By focusing on these principles, you can navigate market volatility and build a robust investment portfolio. ### Disclaimer Mutual fund investments are subject to market risks, read all scheme-related documents carefully. #AirWarriorMoney #MutualFunds #Sensex #Nifty Feel free to share your thoughts and insights on long-term investing strategies!

Join us on March 6th as we explore the realm of quality investing with Pieter Slegers, founder and author of 'Compounding Quality.' Uncover the intricacies of identifying top-tier stocks and mastering the craft of investment. Don't miss this webinar where Pieter shares practical insights and concrete examples to enhance your investment journey. Secure your spot now! https://lnkd.in/eYQDuCnf #investmentbanking #compoundingquality

Friends, start investing early and do it consistently. You will see a significant impact. The quantum of the amount doesn't matter. In the early stages of investing, #mutualfunds may be a good option. After building a reasonable corpus and when your income grows, you may try direct investing in stocks. Always remember that position sizing matters in direct stock investing, and it will significantly impact your portfolio. We at Genicon, trying to inculcate benefit of early investing with all our young minds. "The best time to plant a tree was 20 years ago. The second-best time is now. The same applies to investing. The earlier you start, the greater the opportunity for growth." - Warren Buffett. #Investing #FinancialGrowth #StartEarly #ConsistentInvesting #MutualFunds #StockMarket #PositionSizing #InvestmentStrategy #FinancialPlanning #WealthBuilding #SmartInvesting #PortfolioManagement #FinancialAdvice #LongTermInvesting #InvestSmart #personalfinance

The U.S. stock market has surged ahead in Q1 of 2024, with the S&P 500 rising by an impressive 10.6%. This strong start is a powerful reminder of the importance of consistency in investing and echoes the lesson of the old fable, “The Tortoise and the Hare.” Despite challenges in traditional fixed income assets, alternative investments have offered stability in a volatile market. In our latest commentary, learn why AlphaCore is optimistic about the future as we remain focused on strategies that prioritize cash flow growth and diversification. https://lnkd.in/eAaSQ_zD #Investing #FinancialAdvice #AlphaCore #QuarterlyCommentary #Commentary 

🚨 Crafting Your Own Basic Quant Investing Strategy: Today, I unveil a basic quant investing strategy I've crafted, demonstrating how you can tailor-make your approach to financial success. Jan 1 2024 to Mar 18: Decent return of 7.7% ✅ Lay the Foundation: Fundamental Queries 1. Market Capitalization: Start by filtering companies with a market capitalization greater than 1000 crore rupees and less than 50,000 cr. 2. Sales Growth: Look for companies boasting an average sales growth rate exceeding 15%, indicating their potential for sustained expansion. 3. Stock Performance: Avoid stocks that have strayed significantly from their all-time high levels. A stock stall of less than 25% from its all-time high suggests the company is maintaining its momentum, a key indicator of future performance. 4. Debt/Equity Ratio: Keep risk in check by selecting companies with a conservative debt-to-equity ratio of less than 0.5. 5. Positive Cash Flows: Cash is king in the business world. Ensure the companies you invest in are generating positive cash flows, a sign of financial health and operational sustainability. 6. Price to Cash Flow: Evaluate whether the price you pay for a company's cash flow is reasonable. Aiming for an adequate price-to-cash-flow ratio helps you gauge whether the stock is undervalued or overvalued. ✅ The Sharpe Ratio: Refining Your Selection Calculate the Sharpe ratio for each stock on your list. This metric helps you assess the risk-adjusted return of your investments. By prioritizing stocks with higher Sharpe ratios, you can refine your selection further, focusing on those with the best potential for returns relative to their risk. ✅ Results and Performance Analysis: Now comes the moment of truth. Put your strategy to the test by investing in the selected stocks. Track their performance over time, monitoring returns and assessing how they fare in different market conditions. Below are the 20 Stocks that I shortlisted for my Quant Momentum Strategy. #quantitativefinance #investing #investingstrategy #smallcaps #midcap #nifty50 #stockmarketindia #equityresearch #quant #finance #linkedingrowth