Tag: Mean Reversion Anticipation

Prices returning to average, valuation cycles

🏰 Fake Moats vs. Real Moats: How to Spot the Difference (Before Your Portfolio Pays the Price)🏰 Fake Moats vs. Real Moats: How to Spot the Difference (Before Your Portfolio Pays the Price)

November 6, 2025| SCP| 0 Comments | 08:04

When Paytm’s ₹18,300 crore IPO crashed 79% and Vodafone Idea’s market share plummeted from 22% to 14.5%, investors learned an expensive lesson: not all competitive advantages are created equal. Some