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Sam'Maan India Portfolio Managers

India Focused - Long Only - Value Oriented

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May 01, 2023

2022-23 : Valuation compression overshadows earnings expansion

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Everything Good is Bad, Everything Bad is Good !

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6 comments

June 29, 2016

'Many Victors & None Vanquished' The tale of Housing Finance

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April 21, 2016

Earnings : Quality vs Quantum

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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) !

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