Had done a video with the popular market podcast Face2Face a few weeks ago.
Have covered certain foundational basics about how to think about markets and a primer of the earnings strategy i use.
Those of you who are interested may have a look.
PS: Don’t go by the video title :)
Hello Sir
Thanks for sharing so much details. Could you pls advise do you deploy the 4% amount per stock in one go or you prefer to deploy in tranches.
Does this change based on your conviction/market situation? Also do you ever add to your winners in subsequent quarters?
Excellent learning’s!.. thanks for this.