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Sam'Maan India Portfolio Managers

India Focused - Long Only - Value Oriented

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Showing posts from July, 2018

Ivy League or Poison Ivy

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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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Labels

2021 Review1
500001
50k1
AB Money1
arbitrage1
art of investing2
bad1
banks1
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