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 Chi...