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...
Good morning my dear readers,Another Friday, another newsletter. This time, I am writing to you from Abu Dhabi. ~~Whilst in flight, a wonderful topic came to my mind.Is the Business 'Understantable'?Sometimes my analyst tries to explain to me about c...
Good morning my dear readers,I swear, I blinked my eyes and Friday is here again. Time is flying.~~The 'Home Shopping Network' Demerger Story.Description - Home Shopping Network, lets call it HSN, was a channel in the US which used to sell products a...
Good morning my dear readers,Is it just me or 'Time' is flying away so fast?, Its Friday again so quickly.~~I believe investors evolve over time.For me, I have been coming to the conclusion that there is a lot of merit in holding 'Solid Companies' fo...
Good morning my dear readers,First of all, a belated Happy Janmashtami everyone🙏.~~China controls the Chemical cycle and the rules have changed.I was talking to a couple of importers from the chemical industry and they seemed of the opinion that Chin...