longterm

Stock Quality Checklist tool for long-term investment-our wealth insights

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Owi Stock Quality Checklist Stock Quality Checklist for long-term investment Company Name: Revenue Growth (Last 5 years): SelectAbove 10% Annually5-10% annually0-5% annuallyNo growth or negative Debt-to-equity ratio: SelectBelow 0.50.5-11-2Above 2 Profit Margin (Last Year): SelectAbove 15%10-15%5-10%Below 5% Management quality: SelectExcellected (Trusted, Consisten)Good (some positive record)Average (No Major Issues)POOR (Scandals or inconsistency) Competitive Advantage: SelectStrong (Market … Read more

Why Jio Finance is Down 40%? What it means for long-term investors?

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Recently, you’ve probally noticed that Jio Financial Services (JioFin) Has been on a wild ride –nd not the fun kind. Since September 2024, this stock has tanked by about 40%, Sliding from its peak of Rs.394 all the way down to the Rs.230-260-260 range as of March 2025. punch. But if you’re a long-term investment … Read more

Macroeconomics and long-term equity: a surprising disconnect

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Interest Rates and Inflation Dont really matter much in long-term equity investment. I am going to prove it to you with my personal experience of stock investing in last 16 yrs! In the Previous articleWe discuss 2 key macroeconomic concepts such as interest rates and inflation. Most Investors Tend to OvereMPhasize on these 2 concepts … Read more