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    • Home
    • Services & FAQ
    • Process & Performance
      • Investment Process
      • Historical Performance
    • Content Library
      • Business Analysis
      • Blog and Musings
      • Newsletters
    • About
      • Founder
      • In the Media
  • Home
  • Services & FAQ
  • Process & Performance
    • Investment Process
    • Historical Performance
  • Content Library
    • Business Analysis
    • Blog and Musings
    • Newsletters
  • About
    • Founder
    • In the Media

Monthly Digest

Concise market commentary on the month gone by, a summary of how we think about the markets real time and what the dominant narratives are.  Call it a monthly investment diary if you will, something to look back at after a few years and learn from. 


Over a period of time investors may note how shallow the market narrative can be at times. It is like commenting on how traffic flows through an arterial road in a big city during peak times, useless at worst and entertaining at best. 


We do our best to stay sane and to focus on core investing principles at all times. But we too are human, mistakes will be made. The key is to minimize the impact costs of the inevitable mistakes. 

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Monthly Newsletters - FY23

Monthly Digest - March 2023 (pdf)Download
Monthly Digest - February 2023 (pdf)Download
Monthly Digest - January 2023 (pdf)Download
Monthly Digest - December 2022 (pdf)Download
Monthly Digest - November 2022 (pdf)Download
Monthly Digest - October 2022 (pdf)Download
Monthly Digest - September 2022 (pdf)Download
Monthly Digest - August 2022 (pdf)Download
Monthly Digest - July 2022 (pdf)Download
Monthly Digest - June 2022 (pdf)Download
Monthly Digest - May 2022 (pdf)Download
Monthly Digest - April 2022 (pdf)Download

Newsletter Archive - FY22

Monthly Digest - March 2022 (pdf)Download
Monthly Digest - February 2022 (pdf)Download
Monthly Digest - January 2022 (pdf)Download
Monthly Digest - December 2021 (pdf)Download
Monthly Digest - November 2021 (pdf)Download
Monthly Digest - October 2021 (pdf)Download
Monthly Digest - September 2021 (pdf)Download
Monthly Digest - August 2021 (pdf)Download
Monthly Digest - July 2021 (pdf)Download
Monthly Digest - June 2021 (pdf)Download
Monthly Digest - April 2021 (pdf)Download

Newsletter Archive - FY21

Monthly Digest - March 2021 (pdf)Download
Monthly Digest - February 2021 (pdf)Download
Monthly Digest - January 2021 (pdf)Download
Monthly Digest - December 2020 (pdf)Download
Monthly Digest - November 2020 (pdf)Download

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Disclaimer

 None of the content here constitutes investment advice since it is not specific to an investor context. The focus is on the investment process and on understanding Indian businesses through real examples, not on stock recommendations or specific investment products.  


From SEBI Scores Page

Jaunary 31, 2023

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