- 5 days ago
- 7 min
The Catalyst investing
Inspired by the works of Mark Minervini, understand what triggers to look for to maximize IRR returns.
- Sep 5
- 6 min
The art of Portfolio allocation
In depth understanding of how I look at portfolio allocation and stock picking.
- Aug 29
- 8 min
Samhi Hotels: High conviction turnaround bet
The complete analysis of a high conviction high allocation bet that I own: Samhi Hotels.