Invest in deb for Optionality & regular Income but only go for Government securities or AAA rates corporate Bonds: https://www.solidarity.in/our-perspective-on-the-bharat-bond-etf/ AND https://www.solidarity.in/why-did-franklin-templeton-wind-up-six-credit-funds/

How should Fundamental Investors read the charts This is by far one of our best read on the logical understanding of how charts depict market behavior, how to decide entry & exits into some fundamentally strong stock. This article can be a good starting point for anyone to learn about technical anal

Great Set of article to understand everything from China's politics to capitalism and it's effect on Indian commodity & chemicals Industries https://www.buoyantcap.com/historical-context-to-chinas-crackdown-where-does-india-fit/ https://www.buoyantcap.com/capitalist-but-on-my-terms/ https://www.b

Kelly Criterion & role of probability in taking bets - small changes in assumptions trigger large changes in outcomes - https://www.buoyantcap.com/2020/11/13/poll-forecasting-kelly-criterion-and-mean-reversion-2/

PE Rerating Vs EPS Growth - Change in perception of business models matter - usually leaders of last bull markets don't become leaders of next bull market - https://www.buoyantcap.com/2021/04/06/changing-perceptions-could-bring-outsized-returns/ Margin of Safety & Reverse DCF - ‘margin of safe

Key Excerpts "Machines and oil played a huge role in improving agricultural productivity. In 1790 around 90% of American population was engaged in farming. As of today only 2% of the population does farming. And it produces more output with less resources as 95% of American farms are mechanized."

https://janav.files.wordpress.com/2016/02/nestleindia.pdf Valuations of FMCG: https://www.solidarity.in/a-perspective-on-fmcg-valuations/

https://janav.files.wordpress.com/2016/04/unitedspiritslimited.pdf https://www.youtube.com/watch?v=tsNopdKIFaw How Government actions in UP has bolstered organized segment in Liquor industry - https://www.buoyantcap.com/2021/02/05/yes-we-can/

https://janav.files.wordpress.com/2017/07/wonderla.pdf

1 - https://contrarianvalueedge.wordpress.com/2016/10/03/failure-patterns-of-companies/ Also see attached PDF: 2 - https://contrarianvalueedge.wordpress.com/2016/07/09/transcript-of-my-talk-delivered-at-flame-alumni-meet/ 3 - https://contrarianvalueedge.wordpress.com/2016/02/01/what-causes-wea

Three parts of Human Brain - The Reptile brains gets activated in the times of uncertainty, risk & crisis - whether personal or Financial: https://www.solidarity.in/wp-content/uploads/2020/03/Beware-the-inner-reptile-_-Financial-Times.pdf

https://dhruvapandey.wordpress.com/2021/01/09/how-worthless-is-dollar/

One of best article by Jigar Mistry and trust us we have read all 67 memos published by him till date (28th Dec 2021) . https://www.buoyantcap.com/get-your-wings-pour-your-heart-and-ride/

Excellent price to understand the changes take long time to happen and It's difficult to upset a huge incumbent within an industry (Examples covered Paints) or someone occupying the government - https://www.buoyantcap.com/2021/02/12/join-the-dots/

Analyzing % of stocks in 52 Week High Range - https://www.buoyantcap.com/2021/06/18/havent-seen-anything-yet-or-have-we/ Cycle of Small Cap & Large Caps and When to switch between them? - https://www.buoyantcap.com/2021/06/11/what-if/ Relationship between Dollar Index and Emerging Markets - It's

https://janav.files.wordpress.com/2017/04/narayana-health.pdf https://factsbeyondnumbers.wordpress.com/2018/06/07/apollo-hospital/ https://janav.files.wordpress.com/2017/04/nh-notes.pdf

https://janav.files.wordpress.com/2016/03/visamastercard.pdf

http://embeddedvalue.blogspot.com/?view=classic https://marcellus.in/newsletter/kings-of-capital/simplifying-life-insurance-and-why-we-hold-hdfc-life/ https://www.youtube.com/watch?v=1KEPCz2dlq0 https://janav.files.wordpress.com/2017/01/edelweiss-financial-services.pdf (Only Page 12-Page 14)

https://janav.files.wordpress.com/2017/09/shemaroo.pdf

https://contrarianvalueedge.wordpress.com/2017/03/11/investment-philosophy-of-john-maynard-keynes/ (Also see attached PDF) How to Learn: https://contrarianvalueedge.wordpress.com/2017/02/07/how-to-learn/ pdf: Common Investing Mistakes: https://contrarianvalueedge.wordpress.com/2015/10/23/top-

We need to fight the Reptile brain to allocate better: https://www.solidarity.in/wp-content/uploads/2020/03/Beware-the-inner-reptile-_-Financial-Times.pdf The only way to protect yourself from “tail risks” is through Asset Allocation: https://www.solidarity.in/observations-on-asset-allocation/

https://the-ken.com/story/jan-aushadhi-pharmacies-supply-quality-headache-that-no-generic-can-fix/?utm_source=daily_story&utm_medium=email&utm_campaign=daily_newsletter# https://dhruvapandey.wordpress.com/2021/05/08/zota-healthcare-part-ii/ https://dhruvapandey.wordpress.com/2021/03/22/zota-heal

Over optimism and under optimism frequently shifts - https://www.buoyantcap.com/2020/11/06/saas-one-who-has-never-sinned-and-tech-valuations/ Nykaa - Why it requires a horizon to visualize 10-15 years if you are valuing a young tech backed high growth company - https://fy41guy.blogspot.com/2021/10

Great case study of How Korea become one of the most powerful industrial nation of the planet & How Indian government was instrumental in Building the Private banks Giants of India namely - ICICI, Axis, HDFC bank - https://www.buoyantcap.com/2021/02/26/if-you-can-censor-the-king/ How Government's

https://www.buoyantcap.com/2021/07/02/how-much-paper-supply-is-too-much/

Key Excerpts "The motorcycle industry is less of a technology and more of a marketing industry. It is a game of brands. The industry is highly competitive both in domestic and export markets. The only way to create a durable competitive advantage in this industry is to specialize in a niche and cre

https://dhruvapandey.wordpress.com/2021/11/25/barbeque-nation/

https://janav.files.wordpress.com/2017/03/analysis-of-competing-hypotheses.pdf

Allocation to a stock depends upon valuation comfort & quality of Business: http://manufacturedluck.blogspot.com/2014/04/fools-wisdom-4-alternate-approach-to.html https://forum.valuepickr.com/t/towards-a-capital-allocation-framework/504 https://forum.valuepickr.com/t/the-art-of-valuation/505 C

https://contrarianvalueedge.wordpress.com/2017/08/25/my-key-learning-from-j-p-morgan-chairmans-letter-from-2005-16/ https://janav.files.wordpress.com/2018/10/kotak-mahindra-bank.pdf https://janav.files.wordpress.com/2018/01/bajaj-finance.pdf https://janav.files.wordpress.com/2018/01/indian-ban