Some interesting snippets from @MotilalOswalLtd 25th Wealth Creation Study:

(A Short thread)

1. Consumer/Retail is the biggest wealth-creating sector over 25 years.

2. Almost 60 of the top 100 market cap companies in 1995 did not make it to the Wealth Creators list.
3.Corporate profit to GDP at all-time lows + Market cap to GDP close to an all-time high.
4. Permanent change in the long term interest rate band is leading to a change in valuation expectations.
5. Twenty-five stocks for the next twenty-five years. Read the Disclaimer.
6. The Q (Quality), G (Growth), L (Longevity), P (Price) checklist.
7.Sector structure score based on Porter's Five forces.
8. Current midcap stocks that demonstrate market leadership.
Other key takeaways:

1. Forget markets, Think stocks.

2. Too much money chasing too few stocks.

3. Speed thrills, but at times kills, drive with caution.

4. Quality biz + Steady earnings growth + Reasonable valuation = Consistent Wealth Creation.
5. Earnings growth = Price returns.

6. Financials can't remain behind for long.

7. Privatisation is the solution.

8. Mid to mega is a potent investment strategy.

9. PEG < 1x is a solid formula for superior returns.

10. PE < 10x almost invariably outperforms.
Finally, Economic stimulus and the COVID vaccine should turn the tide.

Thank you for reading.

The End.

More from Finance

You May Also Like

Ivor Cummins has been wrong (or lying) almost entirely throughout this pandemic and got paid handsomly for it.

He has been wrong (or lying) so often that it will be nearly impossible for me to track every grift, lie, deceit, manipulation he has pulled. I will use...


... other sources who have been trying to shine on light on this grifter (as I have tried to do, time and again:


Example #1: "Still not seeing Sweden signal versus Denmark really"... There it was (Images attached).
19 to 80 is an over 300% difference.

Tweet: https://t.co/36FnYnsRT9


Example #2 - "Yes, I'm comparing the Noridcs / No, you cannot compare the Nordics."

I wonder why...

Tweets: https://t.co/XLfoX4rpck / https://t.co/vjE1ctLU5x


Example #3 - "I'm only looking at what makes the data fit in my favour" a.k.a moving the goalposts.

Tweets: https://t.co/vcDpTu3qyj / https://t.co/CA3N6hC2Lq