Greetings from Team Carnelian. In our monthly letters, we typically delve either into our investment philosophy or address prevailing concern/narrative that needs proper context. This month, we turn our attention to a topic gaining significant traction: heavy selling by promote…
Load more
0 · Likes
0 · Comments
“Risk means more things can happen than will happen.” – Howard Marks Imagine you have planned the perfect family holiday. The weather forecast promises clear skies, hotels are booked, and bags are packed. Everyone’s buzzing with excitement. But on the first day, dark cloud
Load more
0 · Likes
0 · Comments
“A great business at a fair price is superior to a fair business at a great price.” – Charlie Munger Valuation is one of those topics that’s frequently discussed, yet it never seems to lose relevance. Have you ever wondered why one company in the same sector commands a hig
Load more
0 · Likes
0 · Comments
Greetings from Team Carnelian!! Carnelian strategies performance at a glance… Back in 2021, when India’s new-age tech companies were rushing to go public, we wrote to you about the “FAD–FOMO–FADE” cycle. It was a time of exuberance and fear of missing out (FOM
Load more
0 · Likes
0 · Comments
Makalelerinize gelen sorular
Henüz soru yok.