Last updated: 08-Jul-2024•Value Research
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New episodes every Friday
Old file, new company
The market misprices stocks using outdated assumptions. The opportunity lies in that gap.
Other Episodes
The most useful answer is 'I don't know'
Four kinds of letters arrived after last week's column on West Asia, and the largest pile asked the same question
Such a long journey
The largest active fund today manages more money than the entire industry did when this magazine started
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.
Read the signal, not the list
The Prime Minister's seven appeals are about consumption. The signal they carry is about the rupee.
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