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 …...
Minimising Downside Risk with Holistic Business and Fundamental Analysis
Introduction “History doesn’t repeat itself but it often rhymes” – a quote said to have been penned …...
EBV Clusters and Their Usage – One Size Does Not Fit All
“Intrinsic value equals the present value of future free cash flow. Because the future is unknowable, you …...
Returns vs. Risk – The Unexpected Side
While evaluating performance, a lot of attention is given to returns while ignoring the risk taken to …...