The Challenge Of The Small Indian Business

Over the last decade the Indian economy has completely opened up and barriers to trade have been almost completely eliminated. This has resulted in a tremendous increase in the standard of living of the average Indian. The productivity of the Indian economy has improved as well. The casualty in the process has been the Indian small business. More...

Value Investing Congress Update

I presented at the Value Investing Congress (VIC) in Pasadena on Tuesday together with many other eminent speakers like Howard Marks. It was a fantastic experience. The VIC attracted the highest quality of speakers and attendees. It was pleasure to present to a well informed audience. Kudos to Whitney Tilson and John Schwartz for organizing a high quality event! More...