Apr 104 minLetter to investorsBharat Amritkaal Series - Biggest Mega Trend - Youngest, largest & aspiring! Greetings from Team Carnelian! In our previous letter, we highlighted the major tectonic shifts which are underway, making us believe...
Mar 148 minLetter to investorsBharat Amritkaal!!! – The India story re-begins… Greetings from Team Carnelian! It is said when you zoom out and look at something over a longer time horizon, things look much different...
Feb 106 minLetter to investorsA different perspective on Active vs Passive InvestingPassive investing can lead to missing sizable alpha creation opportunities
Jan 37 minLetter to investors2023, a momentous year – reflecting on our journey…As we embark on a bright 2024, we are delighted to take this opportunity to reflect on the growth, achievements, and significant milestones.
Dec 4, 20233 minLetter to investorsCharlie - Our North StarGreetings from Team Carnelian!!! In the history of mankind, there rarely comes a human being who single handedly & selflessly impacts the...
Nov 9, 20237 minLetter to investorsUS recession, Geo-Politics – this time it is different.Most investors agree that India is a great long-term story, but can it remain unscathed from these ongoing global issues and their outcomes?