📚 Santhosh's Highlights

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A batch of the best highlights from what Santhosh 🇮🇳's read, .

Coffee Can Portfolios can be created using two simple filters: 10 per cent revenue growth for ten consecutive years alongside 15 per cent ROCE.

Coffee Can Investing

Saurabh Mukherjea, Rakshit Ranjan, Pranab Uniyal

@cindyalvarez Every time I make myself write out We are doing _____ Because we see the problem of _____ We know it's a problem because _____ If we don't fix it, we'll see _____ We'll know we've fixed it when we get _____ the rest of the conversation/project/doc goes SO much easier.

Cindy Alvarez on Twitter: "Every Time I Make Myself Write Out We Are Doing _____ Because We See the Problem of _____ We Know It's a Problem Because _____ if We Don't Fix It, We'll See _____ We'll Know We've Fixed It When We Get _____ the Rest of the Conversation/Project/Doc Goes SO Much Easier." / Twitter

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Understand the power of high-quality investing and patience. There is an inherent volatility in the equity markets. To exit at the first sign of volatility or trying to time the market will rob you of an opportunity to derive handsome long-term gains. Also, given the long-term tenures of such investments, it is critical to choose only the highest quality investments.

Coffee Can Investing

Saurabh Mukherjea, Rakshit Ranjan, Pranab Uniyal

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