Earn The Right To Win
Value investing works very well when we find companies trading at a significant discount to their intrinsic or fair value. In bull […]
The Return of Drawdowns
Making sense of a drawdown is something investors are being forced to do after a very long time. After the brutal Covid […]
The FOMO Decisively Shifts
The sharp single-session fall in small-caps and mid-caps raised quite an alarm. Seasoned investors are wondering if this dip will get bought […]
Lower for Longer!
April taught us that the RBI’s focus shifted from inflation to growth. While food inflation remained a top concern in 2024, it’s […]
We Must Mean Business
Economic news will turn speculative in the coming weeks. We will either be sold hope or fear depending on the intent of […]
The Voting Machine Vs The Weighing Machine
https://soundcloud.com/ithought-advisory/the-voting-machine-vs-the-weighing-machine “In the short run, a market is a voting machine but in the long run, it is a weighing machine.” – […]
Think Beyond The Noise
The extension of single party rule in India is now clearly off our radar. The 2019 general elections will be won on […]
The Return of the FII
The FIIs are back. November clearly showed a change of mind. The DIIs continue to receive money from domestic investors. It is […]
Mindful Investing
https://soundcloud.com/ithought-advisory/mindful-investing Podcast Transcript Mindful investing can at first glance sound abstract. When we define different ways of investing, we mostly find […]
Debt Note: Why Quality Matters
Investment Strategy: As we move into a rising interest rate scenario, the focus shifts to high-quality low-volatility investments. Our strategy has been […]
Seek Clarity
The rapid decline in oil, over the past few weeks, has really mixed it up for the markets. Investors who took a […]
Stay Convinced
Being Contrarian is never easy. Most of the time, the Contrarian makes choices that are very different from the consensus. Given that […]