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This content is password protected. To view it please enter your password below: Password ..read more
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Who knew that the liquidity crunch which began in September 2018 would kick start one of the most sweeping clean-ups in Indian corporate ..read more
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(This is a slightly edited copy of Investor Memo shared with subscribers of Stalwart Advisors’ Model Portfolio) The corporate tax ..read more
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New Financial Year Offer Happy New Financial Year 2020, the expiry of Rs 2,000 credited to SA Account has been extended till 10th April ..read more
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My March’19 Column Written For Moneycontrol A basic tenet of long-term investing is to look for high quality listed businesses. This ..read more
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My March’19 column written for Safal Niveshak’s ‘Outside the box’ newsletter One common advice I find veteran investors passing on ..read more
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The beauty about being in investing profession is that your mind is always curious and observing even when you aren’t ‘working’. Any ..read more
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While there are various styles of investing, we can categorize them under three key heads: Special Situations (Arbitrage): Open offers, ..read more
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Mega-Caps, Large-Caps, Mid-Caps, Small-Caps, Micro-Caps, Nano-Caps… As if the business analysis wasn’t complicated enough, we have ..read more
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We should prefer investing in businesses that are hard to kill. But how do we assess that? In 1950s average life cycle of a business was ..read more

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