Investment Philosophy

Investment Philosophy

Our investment philosophy entails buying and holding a few great businesses indefinitely, allowing the power of compounding to manifest over extended periods.

However, we recognize that this approach is constrained by the rarity of great businesses at fair prices worldwide, particularly when accounting for our restriction of Indian business alone. Furthermore, buying these businesses at a reasonable price presents as an opportunity infrequently, since they are typically overpriced

Given that constraint, we don’t mind buying value stocks that are underpriced in the market and sell them when they have reached their fair value. I mention them as stocks, as I am simply looking at the valuation front rather than the business in total.

Our investment philosophy is rooted in the belief that it’s better to own a few great businesses and reap their benefits over an extended period than to hold a larger portfolio of average businesses, yielding lesser returns

The big money is not in the buying and selling, but in the waiting.
– Charlie Munger