Hello Dr Pragnesh
Thanks for summarising the book, which I’m sure took lot of effort. It’s very helpful
This is such a impactful point. When we go beyond numbers, then we can see the turn around in quality of company, or coming out of headwinds which could be a trigger for improving return ratios and so valuation rerating.
This is also one important point from ones research. The bandwidth of an individual is limited. So, learning or getting ideas from people is the most efficient way. One can start the research from here and get best outcomes one can. Personally most of my investment ideas come from people either from twitter, VP or youtube and I filter what’s good and what’s not for me.
Shall keep my eyes and ears open for ideas
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