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. http://goo.gl/RVCYOI
Don’t read warren Letters!!! http://goo.gl/HC2ruf
Deepak shenoy capital mind presentation. Portfolio management. https://goo.gl/kIGpng