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Blogs, Podcasts

Dealing with Valuations

Podcast Transcript When we find valuations at extremes, it usually is at the most difficult time. We struggle to decide how to […]

ithoughtJuly 14, 20182 min read
Blogs, Podcasts

Rigour and Regimen

  Podcast Transcript: We attribute investment success to many things. Most of these attributes tend to be external factors. The easy list […]

ithoughtJune 24, 20183 min read
Blogs, Market Wrap

Play It Safe

“Large caps look inexpensive compared to small and midcaps.” A value investing peer said this in a rather complaining tone. To investors […]

ithoughtJune 4, 20181 min read
Blogs, Market Wrap

Reversion Returns

Every market opens up newer investment opportunities. There will always be businesses that nobody wants to own. Or at least, only a […]

ithoughtNovember 4, 20171 min read

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