Visiting Warren Buffett in Omaha a few years ago, my students and I got a rare glimpse into his method for selecting managers. When asked about his process, Buffett explained it simply: He takes them to lunch, and if they seem motivated by money alone, he doesn’t hire them. For Buffett, with his extraordinary knack…
Market experts are predicting that PSU stocks, including banks, will remain in a consolidation phase until there is clarity on the government’s policies, given the recent election results that left the BJP government short of the halfway mark. This outcome has heightened market concerns about the potential uncertainty in government operations and policy-making. In early…
Narendra Ostawal, the head of investment advisory activities at Warburg Pincus in India, shares insights on the recent acquisition of Shriram Housing Finance, shedding light on the rationale, valuations, and future prospects in the financial services sector. Key Highlights: Strategic Fit: The acquisition aligns with Warburg Pincus’s belief in the growth potential of retail credit,…
In the realm of value investing, few names carry as much weight as Robert Bruce. With a career spanning decades, Bruce has carved out a niche for himself as a shrewd investor with an eye for undervalued businesses. While his approach may seem unconventional to some, his track record speaks for itself. Discovering Undervalued Gems…
