Good morning my dear readers,Wish you a very happy weekend ahead. Today, we will keep it very brief, just want to say something in a nutshell today..~~Let's start with a picture ..No, I have not started a vegetable shop.(Read below to get context for...
Good morning my dear readers,Life is too short. We need to do two things right..1- Enjoy the weekends, thoroughly.2- Learn, Learn, Learn and then try to also implement the learning.________________________________________________________________Which...
Good morning my dear readers,A great long weekend ahead. Finally some respite for the Bears 😁.~~Today, we will keep it very short.I wanted to share a personal thought of mine regarding IPOs with you..*Before we start, note that there can be exception...
Good morning my dear readers,What a superb Semi final, on to the finals.Cricket is coming home.~~Today, we will study a very simple, yet interesting double demerger from Sears, in 1993.Sears was a conglomerate which owned a very popular department st...
Good morning my dear readers,I think writing this newsletter has played a key part in my own development as an investor due to the sheer amount of research that is needed to just write a single newsletter.With the bottom of my heart, I urge you to st...
Good morning my dear readers,What a match, India was just too good yesterday, I was at the stadium, I really feel this Indian team can win the World Cup.#Touchwood.~~Also, happy to say that your Negen PMS was +0.85% vs -2.86% for the benchmark BSE500...
Good morning dear readers,To be honest, it's quite scary how fast every Friday is coming. We need to make the most of our time 🤝.~~Today, I am going to keep it very short and to the point.Bet on the sector and don't be at risk of owning brands alone:...
Good morning my dear readers,Happy Friday to you.I am happy to report that your Negen PMS has now given a 5yr CAGR of +26.84% vs +15.13% for the benchmark BSE500 index.(Data as on Sept 30th, 2023).~~The importance of 'Original Thinking'.I have come t...
Good morning my dear readers,India vs Pakistan tomorrow, how's the josh?Action packed weekend, just the way it should be.~~Coming back to the main topic, Healthcare.Personally, I am not too gung-ho on Pharmaceuticals as it's a very evolving industry....
Good morning my dear readers,I'm not saying it's Friday, but even my coffee is smiling today! 😅~~Today, we discuss a very famous quote by Warren Buffett.Is it a Business that even a Dummy could run?Firstly, Buffett is a genius and a legend. There is...