High Noon for wholesale funded NBFCs
In our Q2FY18 letter dated 4 July 2017, we had made the following observations
Read MoreShould one add to equity exposure at present?
Markets have done well over the last 12 months with the NIFTY up ~ 25%. A common question we encounter at present is whether one should add to their Equity exposure at present.
Read MoreAre you aware of the risk in your Debt Investments?
The money one does not want to risk Capital loss on is typically invested in Debt instruments. However, Debt Mutual funds have schemes that invest across varied risk spectrums.
Read MoreIs this the right time to deploy capital in Equity Markets? An answer it yourself guide
The most common question Investment Managers get are “Is this a good time to enter equity markets?” and “where do you see the markets headed from here?”
Read MoreI can think. I can wait. I can fast
Read More“I can think. I can wait. I can fast”
Siddhartha, Herman Hesse
Repetition of truths
Read MoreTruths need to be repeated many times so that they don’t lapse into oblivion
– José Saramago, Nobel Prize winning novelist and journalist
What do you believe in?
Read MoreThe first principle is that you should not fool yourself, and you are the easiest person to fool
– Richard Feynmann
The impending value migration
Read MoreIt was the best of times, it was the worst of times
– Charles Dickens, A Tale of Two Cities
Trump, black money and implications for stock prices
Smart money threatened a 10-15% single-day drop in the US Market if Trump was elected and a one day 100 USD/oz. upward movement in the price of Gold. Well, Trump is king, the US markets have rallied and Gold has declined.
Read MoreDeveloping competitive advantage as an investor
Investing literature is rife with guru’s urging investors to buy companies with competitive advantage.
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