Jitendra Kumar Gupta's blog

Here is what we learned last Sunday with a class of students only for the purpose of education. The idea of posting it here is only to share the knowledge and help others know more so that they can make better decision. Do write in your comments and thoughts Thanks

R eading about a company, I was thrilled to discover its immense potential for growth. The business boasted a strategic position, a vast pool of opportunity, a reputable promoter, significant capital injection, and a doubling of production capacity – all the makings of a winner. Wow! I found my next multi-bagger.                                               But hold on! Examining the share price and valuation quickly deflated my enthusiasm. Isn't this a common occurrence these days? There's an overemphasis on the "top-down" approach, with little regard for the actual price.   This relentless pursuit of the next big idea, sector, or company has eroded the valuable investing principles we learned from Benjamin Graham and Warren Buffett.   It's a growth frenzy, but where's the margin of safety? Everything is validated in the name of growth and the current political and economic climate, as if there's no possibility of things going wrong.   Howev