From bananas to bananas

This week witnessed two completely different sets of events. One was the demerger of UPL's specialty business. UPL is so big that this demerged arm is already India's largest specialty chemicals company. Can you believe that? They have their own rationale too. We did a detailed story which you can read here.

And now, just as I am about to put pen to paper, ICICI Securities has decided to delist its shares from the stock exchange. Yes, the company was underperforming, but we did not expect such a drastic move from ICICI Bank. Maybe they think it's undervalued, but who are we to judge? The shares will be delisted soon. You can read about it here.

We not only plugged our stories but also showed how markets can go from completely mundane one week to batshit crazy the next. But as an investor, you should only watch and not get emotional, since that is the source of loss. Onto the memes now.

Guys, remember what Buffett said - a good business need not always be a good investment.

We have been waiting for more than a year and right now, we are on the verge of it. We're going to witness history in terms of scale and market-cap.

Capex, cash flows, return on equity, and on top of all that, regulatory adherence is something important for all pharma companies. Always monitor this. This is what gives them the power to sell their products in various markets or receive contracts.

I'm not going to name a particular group but many group companies are like that. Yes, it is understandable that having a diversified business portfolio helps them but investing thousands of crores right away when they have no experience? That's bad.

Do I even need to write anything for this? The meme speaks for itself.

Market is doing good right now, which means almost all of us want to book profits. But hold your fort guys, and continue the SIP.

Peak loss aversion bias right here. Sometimes, you have to accept it and book your losses. You can be a trader or a long-time investor. We won't be right all the time about all the stocks and it's okay. What matters is whether our overall portfolio is doing well.