7 Comments
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Rushabh Doshi's avatar

Excellent Insightful Article!

Karan kanwal's avatar

Good one

Vikas Bargale's avatar

Thanks a lot for sharing your views. As always simple & elegant. You have been one of the inspirations for my investing journey. Sharing with you my first substack blog on investing biases. I will be very blessed if you read and comment on it.

https://open.substack.com/pub/investingbiases/p/interesting-stories-of-investing?r=u32uq&utm_campaign=post&utm_medium=web

Thanks in advance,

dr.vikas

Mohan's avatar

Very well analysed and explained.

milind's avatar

quite interesting commentary and outlook. one doubt - why only tier 2 financials and not tier 1 ?

Prabhakar Kudva's avatar

Tier 2 were more beaten down and the delta in the results was much higher, hence were more likely to outperform.