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Pepsi Challenge & New Coke Why data can be correct yet misleading. In 1980s Coke started losing market share to Pepsi. In supermarkets Pepsi’s share surged passed Coke’s by
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A Stolen Pig, A Nervous Founder & A Regretful Fund Manager Robert Noyce got expelled in his junior year from Grinnell College for stealing a 25 pound pig from
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Investing book recommendations. In order — Before anything else, focus on the process.https://jamesclear.com/zanshin 2/14 Next is execution of the process — the ability to focus, developing a healthy rhythm and being
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When to sell: 1/ The key to knowing when to sell is knowing ‘why you bought it in the first place'. — Peter Lynch Either the story has played out
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On Deceptiveness of Investing Terry Smith says buy quality companies (you could have bought L’Oréal in 1973 at 240X and beaten the Index). Munger says pay fair value for
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On Valuing BanksApproximate MCAP/Deposits (adj. for subs):AUBANK: 98%Kotak: 90% HDFC: 58%ICICI: 30%IndusInd: 28%IDFCFIRST: 28%Axis: 25%RBL: 19% Federal: 7%SBI: 6% 1/ For banks first assess the strength of the liability franchise.
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Financials are Dead. Long Live Financials. Domestic facing sectors doing well & large private lenders suffering are probably inconsistent outcomes. Recovery in domestic economy will lead to better repayment
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ROE vs. ROCE vs. ROIC(Calculation & Implications) ROE = PBT (1 - t) / Book Value of Equity t = Tax RateEasiest to calculate & most commonly used. Debt might
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