Consistent Compounders
Aug 04 . 5 MIN READ
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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