Fundamentals Based Investing Momentum Investing Takes a long time to deliver returns; Can deliver returns in a short time; Well thought out and researched trade; Opportunistic trade, unlikely to be researched; Based on business fundamentals of the company; Business fundamentals of the company do not matter; Current valuation of the company is relevant to the […]

Recently there was a war of words on Twitter between two stalwarts in the field of financial services in India. One bemoaned the fact there is no home grown giant in the e commerce or social media field unlike in China such as Alibaba, Didi, WeChat, etc. He complained about lack of vision and support […]

As is de rigueur, let me start with a quote by Warren Buffett: “If you aren’t thinking about owning a stock for 10 years, don’t even think about owning it for 10 minutes.” When you intend to be a long term investor, you are not merely a shareholder, you are part and parcel of the […]