Categories
Excerpts

Buy, Sell or Hold?

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Excerpts

Biz Model Vs Biz Quality

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Excerpts

The Narasimha Rao Effect

Source : Economic Survey of India 2019-20

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Excerpts

The Poster Child for Return Free Risk

Source: Seth Klarman’s Letter to Investors

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Excerpts

The flaws of Value Investing

Source : Fundsmith 2019 Letter to Shareholders