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Brief Notes from CFA Society India VIP6 hosted by @CFASocietyIndia. I had the great privilege to meet and talk to @Sanjay__Bakshi, Rajeshekar Iyer, @ashwinidamani, @basrars and @j...
A thread: "Cheap For A Reason" π§΅π My observation on why some players trade cheap for a reason. https://t.co/Kwf2azZbwU
A thread: How to value? π¦π°β Sharing my learnings from my journey so far.
Sharing notes from talk of @ashishkila sir on "Ranking of Business Models"
A thread on Memos of SageOne Investments written by @SamitVartak