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The 3 Elements of Nalanda's investment strategy
1. Avoid Big Risks 2. Buy High Quality at a Fair Price 3. Don't Be Lazy; Be Very Lazy Source: Investment Books (Dhaval)
Reverse Repo has been falling off a cliff... Going from +$2300 billion to under $400 billion in just 1.5 years
Source: Game of Trades
Which commodities protect against different inflation shocks? Goldman regards GOLD as a decent hedge
Source: Goldman Sachs, Ronnie Stoeferle
Imagine two neighbours. A decade ago one invested $10k in Nvidia $NVDA and the other invested $10K in Intel $INTC
One would have $2.9 million today, while the other would have $13,420. It's likely they'd no longer be neighbours... 🤣 Source: Koyfin
Gautam Adani is uber-bullish on indian equities "There has never been a better time to be Indian"
Source: Nikhil Oswal
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