Daljeet Kohli advocates strict bottom-up investing amid volatile markets, favoring earnings-driven stock selection. He sees opportunities in CV autos and ancillaries, remains cautious on IT and microfinance, and expects Q4 results to drive selective re-rating.
George Goodman’s investing wisdom: Why sometimes the best move is to do nothing
George Goodman’s classic book highlights investor psychology over pure logic. He stressed knowing oneself and avoiding crowd mentality for better decisions. Patience and thoughtful inaction