“A great business at a fair price is superior to a fair business at a great price.” – Charlie Munger
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We explore the unexpected U.S. tariffs and GST cuts, and how to interpret them. While the U.S. tariffs will selectively impact specific sectors, the GST overhaul will deliver broad-based benefits across the economy, likely providing Indian consumers with an annualized gain of IN…
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We were never against platform companies but much like during the Y2K-era mania (where there were many dotcom startup IPO’s without viable business models), we saw a high chance that the fad would eventually fade, fast forward to today – the landscape looks dramatically differen…
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Beyond Narratives – Insider selling – a different perspective | #financial #services #insider services #narratives
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When the expected fails, unexpected blossoms | #unexpected blossoms #carnelian portfolio
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