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Sam'Maan India Portfolio Managers
India Focused - Long Only - Value Oriented
Posts
December 16, 2023
the PURSUIT of HAPPYNESS
May 01, 2023
2022-23 : Valuation compression overshadows earnings expansion
May 26, 2022
Volatility & Corrections are essential ingredients of Equity Outperformance
April 18, 2022
'PSU Status' - A wide Moat for a select few !
February 22, 2022
Portfolio Review - Quarter 3 FY2022
January 12, 2022
2021 - A year of Highs !
January 27, 2021
Sensex - Journey to 50,000
August 16, 2020
A Counter-Intuitive Rally
August 15, 2020
when a bird in hand is worth 'LESS' than two in the bush
February 24, 2020
FDC Limited - Silence might be Golden !
October 07, 2019
Sreeleathers : Perils of Nepotism
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