CAGR Insights is a weekly newsletter full of insights from around the world of web.
| Index | 1-Dec-23 | 24-Nov-23 | Change |
| Nifty 50 | 20,268 | 19,795 | 2.39% |
| Nifty 500 | 18,115 | 17,644 | 2.67% |
| Nifty Midcap 50 | 12,335 | 11,955 | 3.17% |
| Nifty Smallcap 100 | 14,239 | 13,828 | 2.98% |
Chart Ki Baat
Gyaan Ki Baat
Investment styles, reflecting individual preferences and financial goals, include value, growth, and income investing. Indexing replicates market performance, contrarian strategies challenge sentiments, and technical analysis uses historical charts.
Quantitative methods rely on mathematical models. Socially responsible investing incorporates ESG factors, and dividend growth investing prioritizes increasing dividends. Successful investors blend styles for a diversified approach, aligning with risk tolerance and financial objectives, stressing the need to understand one’s goals.
Here’s the list of curated readings for you this week:
Personal Finance
- Anti-Personal Finance Expert Beliefs – The article reveals that achieving contentment is essentially elusive. Irrespective of one’s earnings, the desire for more persists. The benchmark for satisfaction continually shifts upward. Read here.
- An ode for Charlie Munger – Charlie Munger embodied three characteristics – rationality, sound judgment, and straightforwardness. Read here.
- How You Earn Is As Important As What You Earn – Becoming wealthy is straightforward – spending less than earning and investing the surplus – but the real challenge lies in patience, discipline, and emotional resilience over the long term. Read here.
Investing
- Power Laws in the Stock Market – The article outlines that diversification is crucial because it’s impossible to forecast which stocks will deliver substantial returns. Read here.
- Ramesh Damani on success and regrets – This interview discusses Ramesh Damani’s views on coping with losses, red flags in investing, stock bets that went wrong for him and personality traits of successful investors. Read here.
- SEBI’s investigation into misuse of proprietary trading – Prop trades involve brokers trading on their own behalf rather than for clients. There have been concerns about brokers misusing this practice. Read here.
- The enduring myth of Great Companies – Believing that historically successful companies will invariably remain solid, buy-and-hold investments in the future is a persistent misconception in investing. Read here.
Economy
- The Full Reset – The article conveys the effectiveness of starting clean by explaining how the German military achieved significant strength during the 1930s. Read here.
- Prime Time for Bonds – The article outlines a strategic investment outlook that favors fixed income over equities based on the global economic landscape, market valuations, and asset class fundamentals. Read here.
- Foxconn’s struggle to make iPhones in India – Foxconn, investing heavily in its iPhone factory in Sunguvarchatram, faces challenges with higher material costs and more defective phones, leading to lower profitability compared to its Chinese counterparts. Read here.
- Did copy-paste really cost TCS $200 million? – The case involves TCS allegedly obtaining and sharing confidential information about CSC’s software “Vantage” while working with US-based life insurance company Transamerica. Read here.
****
Check out CAGRwealth smallcase portfolios here.
****
That’s it from our side. Have a great weekend ahead!
If you have any feedback that you would like to share, simply reply to this email.
The content of this newsletter is not an offer to sell or the solicitation of an offer to buy any security in any jurisdiction. The content is distributed for informational purposes only and should not be construed as investment advice or a recommendation to sell or buy any security or other investment or undertake any investment strategy. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information outlined in this newsletter unless mentioned explicitly. The writer may have positions in and may, from time to time, make purchases or sales of the securities or other investments discussed or evaluated in this newsletter.