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SAM'MAAN INDIA PORTFOLIO MANAGERS

India Focused - Long Only - Value Oriented

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Showing posts from April, 2016

Earnings : Quality vs Quantum

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The Irony of Cash

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Maanvardhan Baid: We have our Skin to Soul in Indian Equities.. We scout for mispricing in the market, the moral is - More for Less. Over this period, we have noticed fallacies in many universally accepted financial notions. Individual names are cited more as examples & not buy/sell recommendations thus I would request all readers to focus more on the process/ thought. I hope you enjoy the read, as much as I enjoy the ride(or write) !

Learnings

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2025 1
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2022 4
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2021 1
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2020 3
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2019 2
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2018 3
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2016 9

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2021 Review1
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arbitrage1
art of investing2
bad1
banks1
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