When to sell?? – An investor’s dilemma
Greetings from Team Carnelian!!! Just like in poker, knowing when to hold a hand and when to fold is crucial to every poker player’s...
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- Aug 9
- 7 min
We don’t find the market expensive – simplifying asset valuation…
“Price is what you pay and value is what you get” – Warren Buffett. It is a profound and straightforward statement, but only if the...
- Jul 6
- 8 min
CONNECTing dots
At Carnelian, we have created 2 strong pillars of our forensic framework: CLEAR & Connect.
- Jun 4
- 7 min
Demand creates its own supply
In wealth creation, what matters is the rate of change. Value creation is the delta from where you stood yesterday to where you are today.
- May 8
- 8 min
Small is beautiful – What makes them big?
Structural wealth creation happens when a company travels the path from being small to mid to finally large.
- Apr 5
- 5 min
Is a financial crisis looming?
Across the globe were engulfed with heightened fear caused by the collapse of financial institutions Silicon Valley Bank (SVB) and Credit Su
- Mar 8
- 6 min
Choices that one makes! a Fund Manager’s dilemma....
Hope you had a lovely Holi celebration and may this festival fill your life with the colors of joy, friendship, and happiness always....
- Feb 1
- 4 min
Budget, Adani and Fed!!!
Greetings from Team Carnelian!!! Last few days have been eventful to say the least – The Budget, Adani Group, FOMC meeting... While two...
- Jan 3
- 6 min
2023: Tailwinds amidst headwinds…
Greetings from Team Carnelian!!! We wish you and your family a Happy New Year! As we reflect upon the year that has gone by, like we had...
- Dec 6, 2022
- 6 min
This time it’s different
Greetings from Team Carnelian! “This time it’s different” are considered the most expensive words in our industry. These words can be...
- Nov 2, 2022
- 6 min
Three Peaks & Twin Engine will lead to 70,000
Greetings from Team Carnelian! Hope you had a wonderful festive season. A new Samvat is a good time to take stock of how things went by...
- Oct 4, 2022
- 8 min
Culture – The compounding machine
Wishing happy Dussehra to you and your family. We have written a lot on risk, returns, opportunities, outlook, and various frameworks… In...
- Sep 11, 2022
- 7 min
Predictably Irrational – Psychology of Investing
“The biggest investing errors come not from factors that are informational or analytical, but from those that are psychological.” -...
- Aug 8, 2022
- 8 min
CLEAR vision avoids casualties…
“All I want to know is where I am going to die, so I’ll never go there” - Charlie Munger An investor generally relies on reported...
- Jul 4, 2022
- 5 min
Embrace volatility & build this Vintage
We started the year by writing to you that we expect this year to be volatile and a year of de rating (link). We are already witnessing...
- Jun 6, 2022
- 5 min
3 years of our journey so far…. then and now
We are happy to share with you that this month we completed 3 years of our journey and take this opportunity to thank, think/introspect...
- May 6, 2022
- 3 min
Sailing amidst uncertainties
Most of us are surprised lately with the movement of markets and the tug of war which is at play almost daily between Bulls and Bears....
- Apr 7, 2022
- 7 min
Manufacturing – All Stars Aligned
It is said that “when all the stars align, magic happens”. The probability of a successful outcome is far higher when stars are aligned....
- Mar 7, 2022
- 3 min
Structural tailwinds vs Cyclical headwinds
Greetings from Team Carnelian!!! Hope you and your near ones are doing well. ‘Identify and follow the trends in your industry. Don’t...
- Feb 1, 2022
- 3 min
A “Magic”al Delivery!
Greetings from Team Carnelian!! Hope you and your near ones are doing good. Good things + Continuity = Compounding The FM has delivered a...
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