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Feb 2, 20234 min read
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 6, 20230 min read
Jan 4, 20236 min read
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 7, 20226 min read
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, 20226 min read
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 5, 20228 min read
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 12, 20227 min read
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, 20228 min read
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 29, 20220 min read
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