You Are Chasing the Wrong Animal.
चिंता से चतुराई घटे, दुख से घटे शरीर। लोभ किया तो धन घटे, कह गये साहेब कबीर ॥ Worry dulls…
To win, you need to run, to run you need to stand till the end…
“Rule No. 1: Never lose money. Rule No. 2: Never forget Rule No. 1.” — Warren Buffett Three Indians won…
The FMCG Winter: Is India’s Consumption Story Broken, or Is the Market Finally Resetting Its Expectations?
“Confronted with a like challenge to distill the secret of sound investment into three words, we venture the motto,…
When Left is Right and Right is Wrong..
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost…
Infrastructure InvITs: The Middle Ground You’ve Been Missing in Your Portfolio
“Don’t put all your eggs in one basket.” — Every financial advisor ever. For the past few years, if you’ve…
CAMS: The Ultimate Tollbooth on India’s Financialization Highway
“I like businesses that have high barriers to entry and act like a toll bridge.” — Charlie Munger Every month,…
The Specialty Chemical Winter: Spotting the Bottom in a Secular Growth Story
“In the business world, the rear-view mirror is always clearer than the windshield.” — Warren Buffett For the past three…
THE AI capital boom and a painful lesson
AI came, AI saw, AI conquered. Over the last 12 months, the volume of capital pouring into Artificial Intelligence has…
Relaxo Footwears: A Decadal Wealth Creator at a Cyclical Bottom
“Cyclical don’t just go up and then down; it’s that the extreme highs cause the eventual lows, and the lows…
Gujarata Ambuja Export ltd.- A long awaited Turnaround
“The best time to get involved with cyclicals is when the economy is at its weakest, earnings are at their…