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Intrinsic Compounding

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, 9 tweets, 7 min read

My Authors

@SamitVartak

@SamitVartak

It’s time to remember the Fallen Champions instead of the Hidden Champions. Our learning from the last 7 years of investing journey. @SamitVartak @dmuthuk @varinder_bansal @amitmantri @jatin_khemani @ms89_meet @Iamsamirarora @ashishkila

Lesson 1: Welcome to “The Suckers Club”

Lesson 2: The next “Page Industries”

Lesson 3: Quess Corp: Failed Acquisitions

Lesson 4: Copying Satyam’s Playbook: Where is the cash?

Lesson 5: Cheap at 100 P/E?

Lesson 6: A Secular Bet?

Lesson 7: Headwinds > Salary

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@ishmohit1

@ishmohit1

Compilation by: @ishmohit1 & @sidnautiyal07

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