MSSP June 2020
Read our quarterly letter from our investment team on the Moats & Special Situations Portfolio
Questionable Capital Allocation, Questionable Impairment!
In the last few months, the term âunprecedentedâ was at the centre of every business conversation. Companiesâ …...
Indiaâs Forex Equation
In the past⌠India traditionally has been net-importer of goods and services. It has been balancing its …...
Investing Myths – India Edition: Stock Market Returns
This article first appeared on Valuewalk. âIâm a confidence man. I give people confidence, they give me their …...
Is This a Time to Look at PSU Stocks?
Although PSUs have been wealth destroyers, does it make sense to look at them in the current …...
COVID-19, Expected Returns, and Business Quality
This article first appeared on Advisor Perspectives. Hecato says, âcease to hope and you will cease to fear:ââ… …...
COVID-19, High Risk Assets, and Expected Returns: Indian Equities
This article was originally published on Valuewalk. âLife and investing are long ballgames.â â Julian RobertsonOn March 24th, …...
Dollar Shortage and Eurodollars
March 2020 witnessed a knee jerk reaction to the global trade and financial system coming to a …...
How should a rational investor behave in Bear market?
Introduction: This blog is about how investors should behave in bear market. At a broad level, one …...