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.
Read MoreWhy 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.
Read MoreThe 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.
Read MoreChoosing 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.
Read MoreMy 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.
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