Vedant Fashions- The Titan of Wedding Retail- Satwik Jain
Download Vedant Fashions- The Titan of Wedding Retail- Satwik Jain Watch Exclusive Webinar – Is Vedant Fashions the next Titan in the making
Perennial Fund
Preparing for the golden decade- My learnings from the bull & bear market
Download Preparing for the golden decade- my learnings from the bull & bear market over 4 years- Satwik Jain
New Emerging Trends in Indian Economic and Investment Sector
Over the years, India has emerged as one of the fastest-growing economies in the world and an attractive investment destination driven by economic reforms and a large consumption base. India’s gross domestic product (GDP) at current prices stood at […]
Market Sizing and Runway for Growth
“ Growth is life”- Dhirubhai Ambani In our first post on “Moats and Competitive Advantages,” we discussed four attributes that we consider while evaluating investment opportunities. This post covers the first point we laid down in our framework – the […]
Moats, Competitive Advantages and More
Over the years as we have searched for investment opportunities, we have noted a few key attributes that each successful investment has displayed. We identified these attributes by searching for a pattern between companies that have created wealth for shareholders […]
JB Chemicals A Quasi FMCG?
Let us start the blog with an interesting experiment. We leave it to you to guess which one is an FMCG company trading at 45 times earnings, and which one is a pharma company trading at 25 times earnings. We […]
Theory Of Reflexivity
Business value determine share price or Share price determines the value In school and college in economics & finance, we learned that asset prices move towards their fundamental value in long term but can a change in asset prices in […]
India Healthcare- the breakout decade?
We often get asked as to why do we have such a high allocation to the healthcare sector compared to other multi-cap funds. We start our argument with a quote from Pat Dorsey, one of the best minds in investing- […]
The Perennial Fund: An all-weather approach to building wealth
Date & Time: 06th August 2021, 05:30 PM – 06:30 PM ISTSpeaker:Satwik Jain, Fund Manager- RH Perennial Fund & Executive Chairman- Generational CapitalModerator:Sankalpo Pal-Biz. Development, PMS AIF World Generating consistent returns: Right Horizons Philosophy & Process Generating returns during all cycles of the market has […]
Identifying leaders of the bull market the Perennial way – a case study of Astral
“History doesn’t repeat, it rhymes” After studying global market history over the past 30 years, we have come to one conclusion- Markets reward earnings growth. If you combine those with large addressable markets and economic profits and high reinvestment rates, […]