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Thursday, 29 July 2021
Weekend Reading
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Reading across disciplines is one of the best ways to improve our investment acumen. Here is a summary of some of the best articles I read t...
Tuesday, 27 July 2021
Discounting DCF - Why DCF fails most of the time in valuing companies
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This post was triggered by a valuation of Zomato. It came as a WhatsApp forward and I laughed out loud when I saw it. I have been a skeptic ...
Friday, 23 July 2021
Weekend Reading
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Reading across disciplines is one of the best ways to improve our investment acumen. Here is a summary of some of the best articles I read...
Friday, 16 July 2021
Weekend Reading
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Reading across disciplines is one of the best ways to improve our investment acumen. Here is a summary of some of the best articles I read...
Sunday, 11 July 2021
Going Down The Quality Curve
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We are in a bull market. We have been in one since the cataclysmic fall of March 2020. In the technical sense, markets have been making high...
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Saturday, 10 July 2021
Weekend Reading
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Reading across disciplines is one of the best ways to improve our investment acumen. Here is a summary of some of the best articles I read t...
Friday, 2 July 2021
Weekend Reading
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Reading across disciplines is one of the best ways to improve our investment acumen. Here is a summary of some of the best articles I read...
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