Greetings from Team Carnelian!!! In the history of mankind, there rarely comes a human being who single handedly & selflessly impacts the...

Most investors agree that India is a great long-term story, but can it remain unscathed from these ongoing global issues and their outcomes?

Wealth creation and compounding are a function of three things - Quality of Business, Quality of Management and Reasonable price.

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...

“Price is what you pay and value is what you get” – Warren Buffett. It is a profound and straightforward statement, but only if the...

At Carnelian, we have created 2 strong pillars of our forensic framework: CLEAR & Connect.

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.

Structural wealth creation happens when a company travels the path from being small to mid to finally large.

Across the globe were engulfed with heightened fear caused by the collapse of financial institutions Silicon Valley Bank (SVB) and Credit Su

Hope you had a lovely Holi celebration and may this festival fill your life with the colors of joy, friendship, and happiness always....

Greetings from Team Carnelian!!! Last few days have been eventful to say the least – The Budget, Adani Group, FOMC meeting... While two...

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...

Greetings from Team Carnelian! “This time it’s different” are considered the most expensive words in our industry. These words can be...

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...

Wishing happy Dussehra to you and your family. We have written a lot on risk, returns, opportunities, outlook, and various frameworks… In...

“The biggest investing errors come not from factors that are informational or analytical, but from those that are psychological.” -...

“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...

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...

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...

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....