While, I have stopped actively looking at Zee entertainment and have not followed its results in detail. I have been pulled back by a number of messages seeking my opinion after the company Q4FY21 results. Some of the points that demand a look at ZEEL are: Improvement in cash flows – a key concern of [...]
Tag: michael mauboussin
Book review #14 of 2021: Expectations Investing by Michael Mauboussin
Reading stock prices for Better returns Michael and Alfred Rappaport in the book provide intricate details of how to understand the mispricing of stocks from looking at the best indicator of a company – its own share price. This is a framework that helps in easing out “what’s factored in” and to put it in [...]
The Reluctant Analyst 