Newsletters
SCOREing Growth β Jun 2023
Long-term investments in companies that have a sustainable competitive advantage reward investors handsomely.
Integrity, Ambition and Execution β Mar 2023
The last three years have been a roller-coaster ride for business leaders globally who have had to manage COVID-19 related lockdowns, central banker-driven consumption boost, supply chain challenges, RussiaUkraine war, record inflation, sharp interest rate increases and most recently a global slowdown.
Specificity β Dec 2022
Given an option of investing in one of two stocks below β which one would you choose?
Understanding βSmall-capβ Breakouts β Sep 2022
While our unwavering focus is on bottom-up fundamental investing, in this newsletter we take a top-down view and discuss a unique characteristic of βsmall-capsβ.
Time to start investing selectively β Jun 2022
While headline Indian indices are down between 15-20% from their peak this year; 20% of all companies listed on the National Stock Exchange are down more than 50% and 85% are down more than 20%.