Author: superadmin

Letter # 90 | 14 June 2022 | Adani Group’s entry and UTCEM’s capex announcement have knocked the wind out of cement stocks’ sail over

Letter # 89 | 7 June 2022 | We spend countless hours trying to find a great company (sector analysis, conference calls, management meets, research

Letter # 88 | 24 May 2022 | Investors often lament: “I should have sold at the top and created enough cash to invest during