Value investing in India – Rahul Saraogi of Atyant Capital

I will share an interview with Rahul Saraogi of Atyant Capital in this article. I found it to be a good view. There are clearly some good snippets that you will find useful.   Value Investing in India – Rahul Saraogi of Atyant Capital There are some interesting points about companies which allocate capital well [...]

Active Value Investing in Sideways Markets – Vitaliy Katsenelson

Vitaliy Katsenelson is the author of Active Value Investing: Making Money in Range-bound Markets. In this article I have shared a presentation that he made at a conference recently. What is Vitaliy Katsenelson discussing? We are used to talking of bull and bear markets respectively. He broadly focuses on sideways markets. For example what we [...]

Large cap, mid cap, small cap valuations – how are they placed?

In today’s article I have created a chart that contains the price to earnings (P/E) ratios for large cap, mid cap, small cap valuations. I have used the BSE 30 Sensex, BSE Midcap and BSE Smallcap indices respectively. In a past article on mid cap and small cap valuations, one could see that mid and [...]