One of the frameworks which has served me well over the years in generating extraordinary returns is to identify companies where one can capture a high-growth phase and re-rating in valuation. There can be many circumstances which lead to this kind of occurrence. The primary condition is that it should be a good business but should also have a catalyst that can propel the business into a new growth phase. The catalysts could be owing to several reasons, including a change in management or change in the industry structure.
My Best Pick 2019
The founder of Carnelian Capital Advisors believes ICICI Bank’s attractive valuation and improving business prospects offer a win-win proposition
Summer wine and salad
Kishore Singh - January 19, 2015
The million-dollar question: Is investing a game of luck or skill?
Shankar Sharma - May 04, 2021
Every crisis is an opportunity, if you are on the right side of equities
Samir Arora - May 04, 2021
Viraj Mehta trusts the toughness and bounce of a company that has seen many trials
Viraj Mehta - May 04, 2021
Safir Anand spots a mid-sized company with the right chemistry and catalytic circumstances
Safir Anand - May 07, 2021