Snapshots That Wow!
Bhav Bhagwan che, toh earnings Indra Dev che!
At 1322%, earnings growth is ahead of price growth
for NVIDIA since the launch of ChatGPT and not the
other way around!
Source: The Compound Media
There’s truth, and then there’s the Whole Truth!
While US markets get a bad rap for being a very
concentrated market, the rest of the world is worse. On
an average, top 10 holdings make up 67% of respective
country indices.
Source: Carson Investment Research
“No, you are not good enough to endure this suffering!”
Those who run for fun...no comments. Good for them.
How to Cook an apple?
If this is the end for Tim Cook, his run will go down in history
Over $700 million of market cap has been added on
average every day since he took over as CEO in 2011.
Source: The Compound Media
In the long run, growth becomes value!
Terry Smith illustrating how low multiple stocks
become value traps and how high multiple stocks can
provide value.
Source: FundSmith
Take the world and paint it red, oo..aa....#iykyk
“Chinese customs data shows the value of processed
tomato exports to Italy plunged to less than $13mn in
the first nine months of 2025 from more than $75mn in
the same period of last year. Tomatoes, which were
introduced to China after European colonisation of the
Americas, play a relatively minor role in Chinese
cuisine. One of the Chinese names for the fruit can be
translated as “foreign aubergine”, while the other means
“western red persimmon”. But China has turned
Xinjiang, home to the mainly-Muslim Uyghur minority,
into a low-cost, export-oriented tomato paste
production hub spearheaded by large state companies,
one of which is a subsidiary of the paramilitary
Production and Construction Corps that helps run the
region.”
Source: FT