Perspectives

Using the impatience of others to your advantage

Threat of a poor monsoon, and fear of reduces MSPs for crops to control inflation seems to have got Dalal street in a tizzy with many brokerages recommending investors stay off Rural plays.

Why buy quality – a lesson from college days

Over the last weekend, I met friends from Engineering School days, some I had not seen for over 20 years. As copious amounts of beer was imbibed, we exchanged memories and achievements of our cohort of 1995.

The importance of cash generation over growth

We often get queried by prospective clients why Cash Generation is a “Gate” in our stock selection and why we emphasize Cash Generation over Growth. After all, Flip Kart is being valued at many Billions of dollars because of growth prospects and burns boat loads of cash.

Choosing the right investor – a guide for founders

Founders seem to have excessive focus on entry valuations with little consideration of anything else. In my experience, the quality of investor and terms on offer can significantly enhance probability of success.

My 3 biggest learnings working with Rakesh Jhunjhunwala

I was fortunate to have an opportunity to work with and be mentored by the great investor and trader, Rakesh Jhunjhunwala, for 8 years.