Interview with Puneet Khurana


Presenting here much awaited interview of value Investor, Puneet Khurana.

Profile: MBA from MDI, CFA charter holder, Guest faculty at IIT, Delhi. Full time value Investor

Twitter handle: @PuneetK009 



Key take Aways:

  • Quality does not mean high ROCE numbers. It means Quality of earnings. How sustainable it is.
  • Analyses is not done to calculate the upside, it is to rule out the red flags. When you take care of the downside, all the remaining options have positive outcomes.
  • Incremental returns vs incremental effort to achieve it!!.
  • When 2 Sell.



Articles discussed: :

If asset will be monetized.

Don’t read warren Letters!!!

Deepak shenoy capital mind presentation. Portfolio management.


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