The Weekend MBA in Investing.
We are starting with a weekly post under Analyse India Learning Series – The Weekend MBA in Investing.
What is it ?
There is so much of content available on various media like youtube, blogs, podcasts etc. But the maximum hits are on the worst possible content.
Over the last 10-15 years a lot of great content is freely available on Investing in an Indian Context.
There are many such interesting resources now available thanks to many investors, fund managers, individuals willing to share their views.
In this Series we will be curating some of the best content which is available mostly for free or in form of books.
The Focus is going to be only Indian Origin Content.
Thanks to my team mate Dhruv Galada and Harsh Doshi for compiling this documents.
Week 4 - The Weekend MBA – Newsletters / Memos
In this series, we cover one of the finest Investor Newsletters and Memos written by Indian Fund Managers and Investors
Pdf Download :
Slideshare Link :
Newsletters Covered :
Sage One Investments : https://sageoneinvestments.com/category/investor-memos/
DMZ Partners : https://dmzpartners.in/viewpoints.aspx
Buoyant Capital : https://www.buoyantcap.com/investor-memos/
Banyan Tree Advisors : https://www.banyantreeadvisors.com/category/news-letters/
Alchemy Capital : https://www.alchemycapital.com/knowledge-center.aspx
Equirus Wealth : https://www.equiruswealth.com/asset-management
Turtle Star : https://turtlestar.in/downloads/
Marcellus Investment Managers :
Negen Capital : https://sendfox.com/neilbahal/campaigns
Vallum Capital : http://www.vallum.in/shareholder-letters/
Do Read and Share. Also if you come across some newsletters or memos which you think most have not gone through can mail it on firstname.lastname@example.org . Suggestions welcome.
Whatsapp Subscription to the Blog Posts - Click the following link https://bit.ly/2IzLJYQ
There are a couple of long term themes which look interesting.
2 Thematic Baskets & Smallcap Divergence with Nifty–What Next. Research Report–2499
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Performance of Past Reports – Post 50000 Sensex Boom or Doom
Performance of Past Reports – Re-Iteration of Textiles in the 2nd Report
DISCLOSURE Nooresh Merani
SEBI Registration disclosure – Research Analyst INH000008075
Nooresh Merani and his family/associates/ analysts do have exposure in the securities mentioned in the above report/article.
Nooresh Merani and his family/associates/ analysts does not have any financial interest/beneficial ownership of more than 1% in the company covered by Analyst.
Nooresh Merani and his family/associates/ analysts have not received any compensation from the company/third party covered in the above report/article ever.
Nooresh Merani and his family/associates/ analysts has not served as an officer, director or employee of company covered in the report/article and has not been engaged in market making activity of the company covered in the report/article.
The views expressed are based solely on information available publicly and believed to be true. Investors are advised to independently evaluate the market conditions/risks involved before making any investment decision
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