Focus on Bottom-up

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June 1, 2023

Presentation at CFA Society – Sandeep Kothari

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May 8, 2023

Navigating Volatility

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October 1, 2022

Market Outlook July 2022

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July 1, 2022

Consumer Sector – What is Fair Value?

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May 2, 2022

Profit and Market Cap – The Inseparable Twins

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January 5, 2022

Short-term getting volatile, keep the focus on long-term.

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December 24, 2021

Marathon, not a sprint

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December 24, 2021

Valuation cycles and thoughts on Indian stock market

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June 28, 2020