Hey Lary,
Just wanted to chat about this crazy market, especially in the small and micro-cap space. It’s all frothy and bubbly like a latte art competition gone overboard, right? Makes me nervous when things get that hot and spicy. As they say, “Even ugly ducklings look like swans in a bull run,” and I don’t wanna be fooled by feathers!
Remember, I’m a “Ralph Wanger wannabe,” always on the hunt for growth stocks at fair prices. But in this market, it’s like finding a needle in a haystack wearing a price tag saying “50% off!” Two big hurdles pop up:
Will this growth last? Can these companies keep soaring like kites with helium rockets strapped on?
Where’s the fair price? Everything’s inflated like a birthday balloon! Bargains are rarer than a unicorn riding a T-Rex.
So, my crystal ball sees high inflation (think roller coaster prices but even crazier) and broken supply chains (like trying to order pizza delivered to Mars). That’s why I’m playing it safe in commodities, pharma/healthcare, utilities, and staples. Think boring stuff like sugar, medicine, and electricity – the essentials, you know? It’s tough finding exciting startups in utilities, but hidden gems lie waiting in pharma/API/CDMO land. If you’re curious, check out this gentleman called Sajal Kapoor – he is a rockstar in that space. And for commodities, keep an eye on green options, carbon black, and food (gotta eat, right?).
My article on the same – LLama Research on LinkedIn: #llamaresearch #investmentinsights #indiamarket #globaleconomy…
Anyway, feel free to hit me up outside the virtual world if you wanna explore this further, as I cannot name stocks anymore (Regulations).
Cheers,
Karan
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