Market Intelligence

Fundamental Thinking in an Uncertain World
Monday, April 17, 2017
by Jimmy Desai
What do Rolls-Royce and John Deere have in common? The answer seems to be 'not much'. For the purposes of this Market Intelligence, we discuss how both companies faced un... Read More
Part 3 - Fallacy of Owning Quality Companies At Any Price
Monday, January 23, 2017
by Saket Mundra
In this Market Intelligence, the last of the series, we explore what 'fair price' means (at which price point should you pay for a quality company), whether this an absol... Read More