Hello!👋 This week, we covered the Market snapshot, explained how the government has sown the seeds of a new virtuous investment cycle by focusing on Capex in Budget 2022, discussed what else is trending in markets followed by interesting chart & curated reads. 1. Market snapshot Indian markets closed the…
Leave a CommentHello!👋 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.…
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…
Leave a CommentHello👋This week we covered- Market snapshot, Will the apparent value unlocking opportunity in ITC, unlock the value; followed by interesting visuals & curated reads. 1. Market snapshot Last week, IT was the only sector which gained and this might be possibly due to outstanding results by US IT company- Accenture…
Leave a CommentIf you are beginning your investment journey, there’s no better place to start! This outlines a structured approach to investing that we wish we had when we started to invest.
Leave a CommentHello👋This week we covered- Market snapshot, Why there is great potential in the stainless steel industry & explained the Rebound in Jindal Stainless Ltd followed by interesting visuals & curated reads. 1. Market snapshot The market has been acting like a seesaw since last month. This week, all the sectors…
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