We are focused on sustainable & long lasting performance and not short-term mean reversions.

Long term trend forms largely on the back of earnings. If you also get Growth at low valuation then that’s a killer combination.

Markets discount future and sometime future is not very clear, in which case we have to take some leap of faith on the future possibilities while taking care of what can go wrong

We believe that stock is a combined reflection of business performance and market’s perception. Thus market perception is important and some broad/subtle indications on price action & sentiments does help