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Showing posts from September, 2021

Varun Manmohan Kapur

Certainty of cash flows, vendor payments, debt servicing, employee retention will all play to their benefit. These outsized market shares owing to the pandemic can throw off conventional valuation matrices like P/E, EV/EBITDA as ‘growth’ (despite their already large base) is expected to be high and disproportionate to levels of economic recovery over the medium term. Varun Manmohan Kapur says that the above simple yet fundamental theory of investing in large players with high market shares in their respective product segments can continue to result in index beating equity returns over the medium term. The relative degree of safety and higher standards of governance going into these stocks also ensures that the risk taken is moderate with an additional steady income stream in the form of dividends. So before taking new bets in equities, consider this simplified theory requiring way lesser analysis, diligence and risk taking.

Manuel Stotz : Unlock the Future With an Idea

Perusing a book on imagination and ran over a statement of Thomas Edison as of late that made me think and, as I was in contemplating mode as Manuel Stotz told.  Additionally began recalling my school days. Edison said, "Any individual who has never committed an error attempted took a stab at nothing new." As a school youngster I recall the narrative of him chipping away at making the primary industrially achievable electric light and electrical creating framework, the many, many endeavors to concoct the strategy and the materials that would ultimately enlighten the world once he took care of business. Be that as it may, he didn't take care of business the primary attempt or the 100th attempt. He gained a little from each bombed endeavor and through his innovative virtuoso, his steadiness, and his assurance he ultimately hit the nail on the head and changed the world. I regularly see individuals get a thought, attempt it, discover it doesn't work, and surrender. Edis...