Michael Burry 2.0
The Big Short is back, this time betting against all the passive investors in the world. Now Michael Burry is talking about a great Index Fund Bubble and how it will bust in the future.
The Big Short is back, this time betting against all the passive investors in the world. Now Michael Burry is talking about a great Index Fund Bubble and how it will bust in the future.
What has happened in the past will happen again. This is because Markets are driven by humans and human nature never changes – Jesse Livermore. Read more about Jesse Livemore!
Generally, there are 2 approaches used by a trader. Some traders use the Fundamental approach and others technical. But few use both of them and make it big. Bruce Kovner is one of those traders.
Whenever we talk about value investor in India, the first name comes to mind is Warren Buffett or Rakesh Jhunjhunwala. But there are many more gems, one of them is D. Muthukrishnan. Not everyone in this world can be a business tycoon or have a top-tier position in a big corporation.
Avanti Feeds is a leading provider of high-quality shrimp feed, best technical support to the farmer, and caters to the quality standards of global shrimp customers. AFL is the largest shrimp feed producer in India with an installed feed manufacturing capacity of 600,000 tonnes per annum. Even at the time of the pandemic, this company was able to do great but the prices still went down. Should one invest in this company? To make this decision easy, let us read this research report
NCC Ltd is engaged in the infrastructure sector, primarily in the construction of industrial and commercial buildings, housing, roads, bridges and flyovers, water supply and environment projects, railways, mining, power transmission lines, irrigation, and hydrothermal power projects, real estate development, etc. Rakesh Jhunjhunwala, one of Indian’s most notable investors has raised his stakes in NCC Ltd over the past few months. Also, during the last few months, the market price of its shares have increased by more than 100%. Let us try to understand why this could have happened or why investing in this company may need to be given a thought.
If Japan 1990’s or USA 2008 recession repeats what will be the future of Asia pacific ?
Today, most of the Asian wealth is blocked in real estate same as Japan.
Last time real estate bubble bust, almost everyone lost his/ her money.
What if they realize it soon and start looking for alternatives to diversify their money.
This is where endowment approach is going to be a great help for these wealthy families.
For decades endowment approach has been a success for universities, hospitals and non-profit organizations and, it’s time for Asia to adopt this approach.
Specially, Yale endowment fund which has shown great results for almost 30 years.
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