Value investing fundamentally relies on making sound comparisons to identify opportunities. However, significant problems arise when these comparisons are ill-chosen or inadequately defined. For inst...
Continue Reading
Buying something below its worth sounds simple. And that is a problem. In the stock market, a low price can mean two very different things. It may signal an opportunity that others have ignored. Or, ...
Continue Reading
Introduction Imagine you walk into a store and you see two similar shirts on the same rack. One is tagged Rs. 2,000. The other Rs. 1500. Same look, roughly the same quality. So what's going on? Somet...
Continue Reading
Imagine two investors looking at the same market screen. One investor sees a stock trading at ₹80 and immediately assumes it must be undervalued. Another stock trading at ₹2,500 seems expensive t...
Continue Reading
Introduction Picture two rental properties in the same neighbourhood. Both cost ₹50 lakh. The first brings in ₹3 lakh in rent every year. The second? Just ₹1 lakh. On paper, they look identical...
Continue Reading
Imagine you are at a busy street market buying fruits. Two shops are selling apples that look almost the same. One shop is charging a modest price, while the other is asking for much more. At first gl...
Continue Reading
The Market’s Amnesia Value investing has often been overlooked. In the 2010s, when growth stocks were powering markets, many believed value had lost its relevance. During the COVID-19 crash, it sli...
Continue Reading