Early on, we all used to look at data points in silos and I soon realised that decision-making based on this approach is as good as shooting in the dark. The big lesson learnt during these years was the importance of combining multiple data points into one particular thesis is only effective during certain phases. This learning laid the foundation for a multi-dimensional research approach and the genesis of VLRT (Valuation Analytics, Liquidity Analytics, Risk Appetite, Time) framework, of which we are reaping benefits till date.
This article was originally published on August 01, 2022.