Hello!👋 This week, we covered the Market snapshot, explained an aMAIZEing story of Indian players CORN-ering global market share, discussed what else is trending in markets followed by interesting chart & curated reads. 1. Market snapshot Markets have entered into a correction zone with last week’s sell-off continuing today. The…
Leave a CommentHello!👋 This week, we covered the Market snapshot, summarized Howard Marks’s recent memo where he explained when is the right time to sell stocks in a portfolio, covered notes from Li Lu’s Columbia address, 2006 followed by interesting visuals & curated reads. 1. Market snapshot Markets had a good week,…
Leave a CommentMichael Jordan cited: “Get the fundamentals down and everything you do will rise” In a world where everyone on twitter or youtube seems to be an expert in equity markets, it gets important for us to not get distracted and focus on what might actually help us in wealth creation.…
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Hello😄👋This week, we covered the Market snapshot, Reliance bond raise, and why investing in debt-free companies might not always be the best option followed by interesting visuals & curated reads. 1. Market snapshot Markets had a good week, gaining 2.4%. Financials was the top gainer (up 4.7%) after months of…
Leave a CommentHappy New Year everyone! 😄✨In the first edition of our newsletter in 2022, we covered the Market snapshot, Tailwinds in NLEM exposed pharmaceutical companies, learnings from Ramesh Damani followed by interesting visuals & curated reads. 1. Market snapshot In the last week of 2021, the Pharma & healthcare sector gained…
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