Puneet Khurana

Interview with Puneet Khurana

puneet-khurana

Presenting here much awaited interview of value Investor, Puneet Khurana.

Profile: MBA from MDI, CFA charter holder, Guest faculty at IIT, Delhi. Full time value Investor

Twitter handle: @PuneetK009 

Website www.stoicinvesting.com

 

Key take Aways:

  • Quality does not mean high ROCE numbers. It means Quality of earnings. How sustainable it is.
  • Analyses is not done to calculate the upside, it is to rule out the red flags. When you take care of the downside, all the remaining options have positive outcomes.
  • Incremental returns vs incremental effort to achieve it!!.
  • When 2 Sell.

 

 

Articles discussed: :

If asset will be monetized. http://goo.gl/RVCYOI

Don’t read warren Letters!!! http://goo.gl/HC2ruf

Deepak shenoy capital mind presentation. Portfolio management. https://goo.gl/kIGpng

 

Please click here for ACCESS to the PODCAST

This Post Has One Comment

  1. Prashanth Jnanendra

    Hi Manish,

    Puneet’s voice isn’t loud/clear. Yours is!
    Anyway to boost the volume? I am playing my speakers & podcast at full volume. Still can’t hear Puneet clearly.

    Regards,
    Prashanth

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