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Valuenomics | Thought provoking views on Indian Financial markets & Investing by Vallum CapitalThought provoking views on Indian Financial markets & Investing by Vallum Capital
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Valuenomics | Thought provoking views on Indian Financial markets & Investing by Vallum Capital | connectvallum.wordpress.com Reviews
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Thought provoking views on Indian Financial markets & Investing by Vallum Capital
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India Investing Seminar By Vallum Capital At Dubai World Trade Center, Nov 2014 | Valuenomics
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Thought provoking views on Indian Financial markets and Investing by Vallum Capital. November 27, 2014. India Investing Seminar By Vallum Capital At Dubai World Trade Center, Nov 2014. Annual Investor Letter : Vallum Capital. Oil Prices on Brink of Structural Down Turn, is Gas Market next? Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out.
vallumcap | Valuenomics
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Thought provoking views on Indian Financial markets and Investing by Vallum Capital. October 22, 2016. Interesting Read : What I learned this week 22 Oct, 2016. What I Learned This Week. Manish Bhandari 22 Oct 2016. Is China going Japan. Way, yet not. Is Tesla hyped, curious case build by short sellers. Hedge funds are not just short term trades, they are leading the infrastructure. Financing across the world. The Weird economics of I. Luxury Watch industry has survived the digital. October 14, 2016.
04 | December | 2014 | Valuenomics
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Thought provoking views on Indian Financial markets and Investing by Vallum Capital. Daily Archives: December 4, 2014. December 4, 2014. Oil Prices on Brink of Structural Down Turn, is Gas Market next? US shale gas, tight oil supplies and its cost curve in recent years has an instructive tale. Hence, this indicates that oil supply will keep prices remain depressed for considerable period of time. China is the world’s largest importer of crude oil,. US will export gas to Asia. Manish Bhandari, CIIA is Man...
24 | April | 2015 | Valuenomics
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Thought provoking views on Indian Financial markets and Investing by Vallum Capital. Daily Archives: April 24, 2015. April 24, 2015. Is there a ‘Bubble’ in Quality? The entry of ‘quality’ and ‘moat’ into the lexicon of most investors has resulted in valuations of these businesses touching stratospheric levels. Consequently, investors of today are faced with some difficult decisions. There seem to be two schools of thought emerging. Implied ‘look out’ earnings growth. In two recent posts here. I don’t thi...
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Thought provoking views on Indian Financial markets and Investing by Vallum Capital. July 16, 2016. Interesting Read : What I learned this week July 16, 2016. What I Learned This Week. Manish Bhandari July16, 2016. Future of Expensive foods and what has shaped. How a country lands up from prosperity to problem. Curious case of interlinkage between productivity. And inequality in the US. Interesting take on role of exercise. The coming chinese scientific. The latest Japanese sensation – Pokemon. Initial s...
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Valuenomics | Thought provoking views on Indian Financial markets & Investing by Vallum Capital
Thought provoking views on Indian Financial markets and Investing by Vallum Capital. April 24, 2015. Is there a ‘Bubble’ in Quality? The entry of ‘quality’ and ‘moat’ into the lexicon of most investors has resulted in valuations of these businesses touching stratospheric levels. Consequently, investors of today are faced with some difficult decisions. There seem to be two schools of thought emerging. Implied ‘look out’ earnings growth. In two recent posts here. I don’t think in terms of entry multiples&#...
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