From the Prodigal Son to the Black Sheep?
Recently, while working on the Indian arm of a global engine manufacturing company (hereinafter referred to as …...
ECIP September 2019
Read our quarterly letter from our investment team on the Emerging Corporates India Portfolio
MSSP September 2019
Read our quarterly letter from our investment team on the Moats & Special Situations Portfolio
SIP Investing – An Odd(s) Study
I came across this chart over the internet which suggests that instances of negative returns decreases with …...
Managing a Business with High Governance Standards and Wise Capital Allocation – Not Everyone’s cup of Tea
The less prudence with which others conduct their affairs, the greater the prudence with which we should …...
ECIP June 2019
Read our quarterly letter from our investment team on the Emerging Corporates India Portfolio
MSSP June 2019
Read our quarterly letter from our investment team on the Moats & Special Situations Portfolio
Ill-Fated Cruise – A Travel Company That Had Shown Warning Signs
In God we trust. For everybody else, we stand by our QoE analysis. Here’s a follow-up on …...
Getting Rich vs. Staying Rich – Understand Investor Categories
When you look at the investing community, there are basically two kinds of investors – those who …...