The smartest thinkers on competitive advantage
‘Competitive advantage’ is the most commonly used concept in business. However, proper application of the concept – to figure out whether an investment is worth making – is not easy. Three smart thinkers – Joan Magretta, Yefei Lu, and Bruce Greenwald – have discovered insightful ways to apply competitive advantage in the context of investing. […]
The rise of Indian SMEs
The networking of the Indian economy (through roads, phones, internet, low cost flights) has created immense churn in the stockmarket. Small companies who were formerly regional players are raising their sights and aiming to become national players. The rewards for those who succeed is a pan-India franchise and a place in the BSE500. Investors who […]
Reversion to the mean in politics & investing
Our desire to see India change for the better results in us overestimating the pace of change in the country in the short-medium run. This creates valuation anomalies that one can profit from. Selling wholesale market funded lenders and buying IT and pharma stocks would be the obvious way to profit from disruptions in the […]
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