Tuesday, July 22, 2014

4C's of Investment Process - Cloning, Checklist, Capital Allocation & Checkout (When to sell)

Hi

Over the last year we have been mulling over these topics especially Capital Allocation and When to Sell. The presentation is an attempt by us to collate the thoughts from the Gurus, Mentors and Friends we follow and then discuss our inference of the same.

The presentation was made at FLAME Investment Lab - Alumni Meet in Pune recently.
One can read about Flame Investment Lab here.

We look forward to your comments and suggestions on how we can further improve this process...



4 C's of Investment Process - Cloning, Checklist, Capital Allocation, Checkout from perfectresearch

To download the Presentation- Please visit this link

Acknowledgement
The author (Mr. Ashish Kila) would like to thank his entire team, for their extensive help in preparation of the above note.
Disclaimer
  • Nothing in this article is, or should be construed as, investment advice.
  • This is not an offer (or solicitation of an offer) to buy/sell the securities/instruments mentioned.
  • All the posts on this blog, including this one, are for educational and discussion purposes only.
  • Please do not take buy/sell or any investment decision based on articles you read on the blog. These are only meant to provide information and initiate discussion. Final decision is and always should be, yours and only yours.
  • We may or may not have a position in the stocks discussed on this blog. 


5 comments:

aditya M said...

One of the best decks on investment.. Absolutely brilliant..

zayan said...

Simply great. Thanks a lot for sharing the same.

Nisha Kapor said...

tanx For Sharing With us Nyc information investment And Wealth Management Delhi.

Kiran Ganesh said...

Excellent hats off to your work, Its like everything about value investing in just 133 slides. Very very useful content . thanks a Ton.

Kiran Ganesh said...

Excellent hats off to your work, Its like everything about value investing in just 133 slides. Very very useful content . thanks a Ton.