Rational Market or Irrational Exuberance?
Since June 2015, we have been voicing our concern on market valuations on mid and small-cap space. …...
Companies and their Moats: Network Effects
When Warren Buffett stated “It’s far better to buy a wonderful company at a fair price than …...
(Mis)Defining Quality: Counting When It Cannot be Counted
This article originally appeared on Advisor Perspectives. “Ben felt that what I do now makes sense for my …...
IT– A major Concern or an Opportunity at today’s prices?
The advent of cloud and artificial intelligence along with Trump’s protectionist policies is causing Indian investors to …...
Evolution of Money & Drawbacks of the Fiat Currency System
“Will you lend me your mare to ride a mile? No, she is lame leaping over a …...
Farm Sector: Ploughing the Books
Given that the fundamentals in the agricultural sector appear stable and the sharp rise in the use …...
Aircraft Manufacturer’s Risky Currency Hedge
In recent years, large multinational companies have grown their operations across global markets. Hence, these companies end …...
A Specialty Canadian Pharma Company: High on High Yield
Lately, a lot of market participants are becoming skeptical about zero interest rate policies. This is particularly …...
Steel Company in News
In the news recently for the wrong reasons and free falling stock price, this company, one of …...