Can anyone explain how cycle plays in this type of companies

Many positives for mannapuram but still market is not giving valuations
I remember same happened with amara raja batteries

Famous Quant Investors

Jim Simons, who passed away recently, is known as the “Quant King” and one of the greatest investors of all time. He founded Renaissance Technologies, one of the most successful quant funds in the world, which uses mathematical models and algorithms to trade in various markets.

The Man Who Solved the Market is a biography of the great man.

Edward Thorp is a mathematician, professor and author who is widely regarded as the father of card counting and the first quant investor. He developed a system to beat the casinos at blackjack and later applied his mathematical skills to the financial markets. He ran two hedge funds, Princeton Newport Partners and Edward O. Thorp & Associates , that achieved stellar returns with low risk.

Ed Thorp on How to Think for Yourself, How to Be Inner-Directed, and The Dangers of Investing Fads

A Man for All Markets is a brilliant book about Ed Thorp.

Ed Thorp is one of the best minds of our era and anyone who wants to learn more on how to think better should read and hear more about him. Here is a brilliant interview that he did with Tim Ferriss.

David Shaw , or D.E. Shaw, is another pioneer of quantitative investing. He founded D.E. Shaw & Co. , a hedge fund that employs sophisticated computer programs and artificial intelligence to exploit market inefficiencies.

You can read more about him at The D. E. Shaw Group

Cliff Asness is the founder and managing principal of AQR Capital Management , one of the largest quant funds in the world. He is known for his research on factors, such as value, momentum, quality and size, that explain stock returns.

Cliff writes regularly at https://www.aqr.com/Insights/Perspectives. He is also very active on Twitter – @CliffordAsness

Andrew Ang is the head of factor investing strategies at BlackRock , the world’s largest asset manager. He is an expert on factor investing and risk management, and has written several books and papers on these topics.

You can read more about him and his writing at https://www.blackrock.com/us/individual/biographies/andrew-ang

Ray Dalio is the founder and co-chairman of Bridgewater Associates , the world’s largest hedge fund. He is known for his macroeconomic views and his principles-based approach to life and investing. He uses a combination of human judgment and computer models to design his portfolios.

He wrote a very interesting book titled Principles. Ray is also active on Twitter @RayDalio

John Overdeck and David Siegel are the co-founders of Two Sigma Investments , another leading quant fund that uses advanced technology and data science to trade in various markets. They have backgrounds in mathematics, computer science and engineering.

More details can be found at https://www.twosigma.com/

Jean-Philippe Bouchaud and Marc Potters are the chairman and chief investment officer, respectively, of Capital Fund Management (CFM) , a French quant fund that uses statistical physics and machine learning to trade in global markets. They are also prolific authors and researchers in quantitative finance.

Read more about CFM at Our thinking – CFM

These are some of the most famous quant investors but many others have contributed to the field and achieved remarkable results.

Knowing about the luminaries of a field helps us understand how a field has evolved and what new happenings are taking place.

Portfolio Update:

Sold my entire holding of Anand Rathi. (sold price: 3868, made a good 200% gains)

• With the election results and the new govt I am not confident about how well wealth management will grow in the short term.
• It was already trading at PE of 70+ and I was thinking about moving to some other place for a few days
• This will still be on my radar, might buy again if things go well in future.

Sold my entire holding of Dreamfolks. (sold price: 451, made a loss of 15%)

• Dreamfolks will grow if no of airports and lounges will grow and with the new government now sure how much infra push will be there
• Railway lounges which I was counting on might not grow at the rate which was expected with full BJP govt.

Also thinking of increasing my allocation in Angle One and NPST.

• Angle One is trading at PE of 20 which I feel is a good bargain given its growing at a pace of 30%+
• NPST is showing more than 100% YoY growth, which is expected to continue. This is also a kind of govt policy agnostic stock.

My hypothesis is that whoever forms the new govt it will have to focus more on social uplifting and consumer stocks will do well in the near term as compared to defence/infra stocks.

There is a slowdown in truck segment. They have already said this in their earnings call. Overall CV segment won’t do well this year. And after shocking election results share price also has taken a beating.