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Beyond Narratives : FAD - FOMO - FADE : 2 Investors’ blind date with…
Formation of yet another FAD–FOMO cycle - "the next big unlisted stock" or "the next preferential allotment to participate in."
Aug 1210 min read


Beyond Narratives - Insider selling – a different perspective
Discussions around heavy selling by promoters or insiders have gained prominence in media and investment circles.
Jul 97 min read


India is expensive – Really?
“A great business at a fair price is superior to a fair business at a great price.” - Charlie Munger Valuation is one of those topics...
Jun 118 min read


The Oracle's Farewell
“Someone is sitting in the shade today because someone planted a tree long ago.” Let us plant our trees with care and trust that, in time, they will bear fruit.
May 67 min read


Steering through the fog together
The world economy is facing an unprecedented time, leading to different kinds of risks looming in the minds of investors
Apr 75 min read


Markets & Maha Kumbh - Exponential India
Market view and our thoughts on one more big achievement of India – Maha Kumbh.
Mar 106 min read
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