There are challenges in using the conventional DCF approach for valuing companies in India.
There are a couple of puzzling macroeconomic trends which have developed in India.
One of the most fascinating aspects of creativity is how dependent it is on memory.
Prominent Khatri businesses include M&M, HeroMoto, Hero Cycles, Apollo Tyres.
What makes Bruce Lee interesting is his fusion of many different styles of fighting.
The epic can be used to understand key risk that we are running with our style of investing.
This central insight from Munger is extremely relevant for investors in a market like India.
There are many delusional theories in finance. One of these is Efficient Markets Hypothesis.
At the core of exceptional businesses are exceptional men & women.
To carve out time to think, you need to have a clear appreciation of what matters to you.
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