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

We believe that Earnings is the nearest Holy Grail that one can find in Investing.

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If a business delivers sustained strong earnings growth in the long run then its stock is bound to do well.

Valuations can supercharge the returns that a stock can deliver over & above its earnings growth.

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Ideally we should like to have scope of valuations expansion in most of our investments.

Quickest gains comes in opportunities that are not well known & tracked and thus provide a discovery led upside