Candor Investing Substack
Candor Investing, VasuMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 14 | Subscribers | Read | candorinvesting.substack.com |
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Latest Issues
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I admire the company, its products, and its customers, but not its valuation
As an investor, what kind of opportunities do I like? Broadly, they tend to have two attributes. First, a business (and an investment thesis) that is simple to understand; second, a bet that feels obvious enough that you do not need heroic ...
The Crash Was Self-Inflicted (And The Opportunity Is Now)
Profitable businesses attract competition, and unchecked competition eventually kills returns. We just watched this classic Capital Cycle play out in the Microfinance sector with brutal efficiency.
Promoter Buying Sparks Curiosity
Promoter buying often acts as a nudge—sometimes a signal, sometimes a distraction. In this case, it nudged me to take a closer look at an event management company operating largely in the MICE segment. At first glance, the business seems ex...
You can be wrong 90% of the time (and still win)
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Authors
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Value Investor SEBI Registered Advisor https://candorinvesting.com/sebi-registration-information/
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