Thrilled to have co-instructed the flagship program, "Cases in Business & Investment Analysis," with my mentor @Sanjay__Bakshi at @FLAMEUniversity. The experience was incredibly rewarding. Grateful for this amazing opportunity!
Important framework. The best opportunities often combine undervaluation, improving fundamentals, and a credible path for recognition.
@Sanjay__Bakshi@FLAMEUniversity
A cheap stock without a catalyst is a value trap plus a prayer for a bull market. (That is chasing beta)
https://t.co/0XrAuqYqhz
The most common catalysts are earnings growth when combined with very low P/E multiples plus a high dividend yield. Doesnโt happen very often but a setup like this must result in stock price appreciation otherwise the yields start exceeding bond yields which by themselves are catalysts for re-rating.
There are many other catalysts based on developments inside the company (corporate actions) or developments in markets (eg increase in free float, inclusion in an index etc).
This will be the central idea in my upcoming revised program on case studies in business and investment analysis at Flame Investment Lab.
CFA Society Talk of August 2025:
Implementing Benjamin Graham's "Special Situations"
Framework in Conventional Investment Strategies
https://t.co/wB0mJAviV5
@CFASocietyIndia
@Sanjay__Bakshi True! Money never sleeps. It just changes form โ from equity exits to debt repayments to new ventures. Following the flow tells you more than following the label.
Introspection is not about changing who you are โ itโs about discovering who you can be.
Whether building a life or a portfolio, refinement is continuous.
Pause. Reflect. Re-align.
The seeds of compounding start within.
****End****
Iโve been wanting to share thoughts on a habit that has quietly shaped my life & investing decisions โ introspection. It isnโt soft. It isnโt slow. Itโs strategic.
Long thread ahead โ hope these add value to your journey.๐#Introspection#InvestingWisdom#BehavioralFinance
Portfolios reflect personalities.
Chasing hype often signals internal restlessness.
Holding quality with calm reflects clarity.
Better investors are not those who know more about the world โ but those who know more about themselves.
Wishing PM @narendramodi continued strength and inspiration as he marks his 75th birthday. May his renewed commitment lead India to greater progress and prosperity.