The Long Term Portfolio: Summary Of Results and Investment Update
We have a bunch of positions in the Long Term Portfolio and here’s an update on all their results. This is a long post (warning!) and we are happy to ...
Related Posts
Taking Stock: A Deeper Look at Aarti Industries
Over the last decade, the Indian chemical industry has distinguished itself as a global leader in terms of growth and creating shareholder value. The chemical ...
Why we are buying: Capitalmind Focused Factsheet June 2022
After the recent market correction, we believe the time has come to move from being cautious to being (a little) greedy. We've exited some fundamentally weak ...
A Look at the PLI Scheme and Sectors Impacted
The government announced Production Linked Incentive (PLI) scheme this month, this was in addition to the same scheme announced earlier this year. PLI scheme ...