Here’s the link to the article
A simple and easy to understand talk on value investing and cyclicals.
Attached is the link to the interview.
Link to the webinar which Aurum Capital’s webinar with Smallcase.
It was fun to present this at a TIA online event on Aug 1, 2020.
This is related to contrarian investing, especially in cyclicals. How one can try to evolve a strategy of when to invest in these stocks and importantly, when to exit. With case studies and also a current view on different sectors
Here is the video link of the presentation Jiten Parmar made at PPFAS FOF in Dec 2019. Viewing time : 88 min