Hi All,
Is there any forum which discusses ideas for Long term portfolio of stocks which have good Sales & PAT growth for past 10+ years, ROE/ROCE stable or improving for past 10+ years, No Corporate governance issues, and good tail wind ahead?
I know that, this forum itself is a good idea generation forum but I am also looking for other forums on similar lines.
Though I am mainly an investor which believe in Buying and Selling stocks from 3-4 years perspective, I am also looking to hold few stocks for long term i.e. beyond 10 years as well if the story looks good for 10+ years.
I am looking for all Large Caps as well apart from Mid Caps, which still have long tail wind ahead and still has capability to grow further, with sound balance sheet, Low Debt, Good corporate governance.
Generally I do not come across any genuinely good Blogs where such ideas are discussed. Most people just mention few ideas based on recency bias. For Example, if Infosys has done well in last 5 years then they say that, it is long term story without any solid reasons.
Similarly they will mention names like Asian Paints, but again no solid analysis is presented.
So, it seems that investors still do not have sound framework for identifying long term stories without any recency bias.
Note : I may be wrong and this forum itself may have such ideas discussed, but I may not be aware about those threads. I am not looking for ideas which sound good for 4-5 years only but much beyond that with sound justification and in-depth analysis. For many people, SUN Pharma, LUPIN were these kind of stocks but they ignored the risk of US FDA and Pricing Pressure.
Subscribe To Our Free Newsletter |