VALUE INVESTING INSIGHTS
We are the ‘original India bulls’ of the value kind
As value investors, we are being tested for our discipline and the conviction of relying on our assessment of facts versus the instinct of a larger pool of money that is, in some sense, willing to roll-the-dice and pledge its faith on Alternative Facts.
We are the ‘original India bulls’ with a history that spans 27 years but, somewhere along the line, we have been contaminated with the disease of adhering to a disciplined thought-process and that, too, of the “value” kind.
