Narrative or Earnings

Wednesday, August 15th, 2018

Josh Brown had a comment on a WSJ article which talked about how, since 2011, you could have focused either on corporate earnings growth or the negative commentary around FED tapering. If you had focused on the FED narrative, you would have missed out on the massive 161 per cent rally in the S&P 500 […]

Coffee Can investing with S Naren

Tuesday, August 7th, 2018

Nice interview of S Naren by Saurabh Mukherjea on MoneycontrolĀ in their new Coffee Can Investing Series. A few excerpts from the video: On the importance of a support system to help improve your investment calls: So, what I guess Mr. Kamal Chaddha did was he got together a set of people like alcoholics anonymous. These […]