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TIME CORRECTION:: The surprise element that erodes value.

The brain cells tick a little slowly during the Durga Pujo time and for me it certainly does tick a lot slowly than others. Blame it on the atmosphere or the passage of time. But this morning I went through a podcast that made me think. Mr. Aashish Somaiya the MD of Whiteoak Capital Asset […]...
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Factor Investing: Now what is this new “thing”?

I remember when I started out in my career in fund management and my company, a joint venture between two giants, one global and one Indian, had a large number of very smart people coming in from mainly the mother lode – America.  Along with them, there was a trim set from Singapore. No matter [&...
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