We are comfortable owning businesses where we could see a reasonable path to profitability and make sense from a capital efficiency standpoint. This has led us to avoid investment in some of the new age companies,said Vinit Sambre, head of equities at DSP Mutual Fund.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,