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Valuenomics | Thought provoking views on Indian Financial markets & Investing by Vallum Capital

Thought provoking views on Indian Financial markets and Investing by Vallum Capital. April 24, 2015. Is there a ‘Bubble’ in Quality? The entry of ‘quality’ and ‘moat’ into the lexicon of most investors has resulted in valuations of these businesses touching stratospheric levels. Consequently, investors of today are faced with some difficult decisions. There seem to be two schools of thought emerging. Implied ‘look out’ earnings growth. In two recent posts here. I don’t think in terms of entry multiples&#...

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