Letter No. 139
When does information remain mere information, and when does it transcend into genuine insight? In today’s article, we begin with a wealth of information—from World War I to the evolution of Indian equity ownership. Yet, the true insight unfolds as we examine how shifts in ownership are reshaping equity performance, influencing not only the future outlook but also the way we should analyze fund performance.
Read more:https://tinyurl.com/9uf8xms3
Disclaimer:
Information in this letter is not intended to be, nor should it be construed as investment, tax or legal advice, or an offer to sell, or a solicitation of any offer to make investments with Buoyant Capital. Prospective investors should rely solely on the Disclosure Document filed with SEBI. Any description involving investment examples, statistical analysis or investment strategies is provided for illustration purposes only – and will not apply in all situations and may be changed at the discretion of the principal officer. Certain information has been provided and/or based on third-party sources and although believed to be reliable, has not been independently verified; the investment managers make no express warranty as to its completeness or accuracy, nor can it accept responsibility for errors appearing herein.
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