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Ask Ep-76: Is Grandfathering Considered On Equity Investment?

Original: Ask Ep-76 Is Grandfathering Considered On Equity Investment?

49.2K views ยท Jun 26, 2022 ยท 17:21 min ยท Watch on YouTube โ†—
Takeaway

Grandfathering is considered when computing LTCG on equities; investor focus should be on quality compounders and avoiding debt-heavy concentration risks.

Summary

  • Q&A episode covers grandfathering rule for equity investment cost basis and LTCG calculation.
  • Advises avoiding debt-ridden companies and concentration to generate alpha over long term.
  • Bullish view on pharma for 5-year horizon as a thematic bet.
  • Notes that quality consistent compounders still create multi-level compounding even without 'market grabbing' opportunities.
  • Comments on chemical sector โ€” entire sector growing together, with grandfathering applied while computing LTCG.
LTCGGrandfatheringPharmaQuality InvestingQ&A
Original description 
๐“๐จ ๐’๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ ๐˜๐จ๐ฎ๐ซ ๐Œ๐จ๐ง๐ž๐ฒ๐ฉ๐ฎ๐ซ๐ฌ๐ž ๐‚๐ก๐š๐ง๐ง๐ž๐ฅ ๐“๐ซ๐ฒ ๐“๐จ ๐Ž๐ฉ๐ž๐ง ๐˜๐จ๐ฎ๐ซ ๐ƒ๐ž๐ฆ๐š๐ญ ๐€๐œ๐œ๐จ๐ฎ๐ง๐ญ ๐“๐ก๐ซ๐จ๐ฎ๐ ๐ก ๐๐ž๐ฅ๐จ๐ฐ ๐Ÿ‘‡ ๐‘๐ž๐Ÿ๐ž๐ซ๐ซ๐š๐ฅ ๐‹๐ข๐ง๐ค๐ฌ 
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What is in for you?
00:00 Introduction
00:53 Monopoly vs Market Share expansion
07:07 Clarification
09:12 Is it better to invest in Pharma Stocks fro 5 years from now?
09:31 Investment Strategies to be followed now?
12:18 View on Jasch Industries?
14:45 Sunday Funday
15:01 View on Speciality Chemicals Stocks?
16:29 Is Grandfathering considered on Equity Investment?