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01-Oct-2024•Value Research
Welcome to the New Value Research!
2 min read•By Value Research
3 min read•By Dhirendra Kumar
Stocks Podcast
New episodes every Friday
When 'this too shall pass' doesn't
For 30 years, I have told readers to ride out every crisis. The US-Iran war is the exception, and the reason matters more than the news itself.
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Read the signal, not the list
The Prime Minister's seven appeals are about consumption. The signal they carry is about the rupee.
The Omaha show is over
Sometimes waiting for too long can lead to missed opportunities
The straight-line trap
Why confident predictions about markets usually get the most important things wrong
The stolen crystal ball
The real edge in investing isn't being able to connect the dots and spot winners - it's the ability to invest capital that is truly yours. That is real safety.
When 'this too shall pass' doesn't
4 min read•By Dhirendra Kumar
What a stable margin doesn't tell you
6 min read•By Satyajit Sen
4 min read•By Dhirendra Kumar
3 min read•By Dhirendra Kumar
Down 33%, Page Industries is still not cheap
4 min read•By Satyajit Sen
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