“Buying and selling is probably happening in the same sectors. We are not selling real estate stocks and going into chemicals or going into the Whirlpools of the world because we still want the sector that we buy should be good and there should be good revenue visibility in the sector.”
Markets move fast, but compounding moves faster: A Balasubramanian on why the next decade will be transformational
A Balasubramanian reflects on his investment journey, emphasizing the importance of compounding. He acknowledges underestimating its power early in his career. He wishes he had
May 22, 2025