Power of Uncertainty
Intellect is hungry for Clarity and Certainty, while life finds Uncertainty Compelling
Happy Day Friends,
The market is Bouyant, Festivity this year has been very fascinating.
Hope you had fun, safe, and spiritual celebrations. May glowing lamps guide your way to prosperity.
Broader market performance analysis is very intriguing to know what should one expect from the market going forward.
A simple outperformance, the stock-picking skill will not be tested since the majority of the stocks will do well. At the same time, underperformance will lead to rising the importance of stock-picking or selection.
2021 the market has given exceptional returns stock picking has never been this easy in the recent past. 2022 is a box full of surprises.
2022 could be what Separate The Wheat From The Chaff.
Would love to hear from you in the Comment Section.
The moment I talk about technology, I am been told all sorts of things such as valuations, longevity, earning, loss-making, relative comparison of international stocks, bad customer service, and the list goes on.
I know for a fact that it’s not going to be easy when the odds are stacked against you.
I also know for a fact that in the year 2000 there were nearly 1800 publicly traded companies in the United States of America and by the year 2003, only 130 were still there in the business.
I expect no difference in the current market situations. The expected Longevity ratio is much lower in the current decade. The stock market doesn’t repeat but rhymes.
It’s challenging, takes a lot of effort, but we are not sacrificing the opportunity because of the efforts.
Well, back to the headline topic.
When I started my investing journey very much fresh out of my graduation. Too much excited to enter the stock market. One thing which I kept looking for in the initial years was Certainty.
My entire school and college life I was taught to get clarity. Clarity builds confidence. And here day in and out there is nothing close to clarity.
Nevertheless, lack of clarity is not tough to manage. Every year we have some advance subjects and we always run out of clarity. Which we eventually read, write and learn. But the combination of Lack of clarity and Uncertainty is a mental challenge for many.
The majority of my initial years in Trading and Investing have been spent in seeking Clarity & Certainty.
A decade later.
I got the clarity about the perpetual uncertainty.
Investing is the Science of Uncertainty & Art of Probability.
Note - I am a SEBI registered Research Analyst and recommend my clients on stocks and I also invest in a personal capacity. The above thesis was for educational purposes and should not be considered as “BUY” or “SELL” advice.
Disclaimer: It’s safe to assume that I and my clients might have an interest in the stock mentioned in the above article and we might change our view at any future point in time.
This newsletter is only for educational purposes and the companies mentioned are not supposed to be treated as a piece of advice.
See you guys Next Week.
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