Reading Time: 4 minutes Source link | Twitter Profile | RC Capital Manegement There is a saying in financial markets – There is no free lunch. It means that…
Author: Rohit Chauhan
Investment Manager at RC Capital Management
Reading Time: 6 minutes Source link | Twitter Profile | RC Capital Manegement The model portfolio delivered a return of 15.8% for 2020 versus 14.9% for the nifty and…
Reading Time: 3 minutes Source link | Twitter Profile | RC Capital Manegement I have an engineering background and a very quantitative/rationalistic lens of looking at the world (does…
Reading Time: 3 minutes Source link | Twitter Profile | RC Capital Management Recently, I tweeted about the negative free cash flow following half-jokingly. This post on negative free…
Reading Time: 3 minutes Source link | Twitter Profile | RC Capital Manegement From my recent note to subscribers I have spent the last 9-12 months digging deeper into…
Reading Time: 2 minutes Source link | Twitter Profile | RC Capital Manegement It seems ages since I wrote the following comment three months back How does one invest…
Reading Time: 3 minutes Source link | Twitter Profile | RC Capital Manegement I wrote the following note to my subscribers on a…
Reading Time: 2 minutes Source link | Twitter Profile | RC Capital Manegement -2% -28% -48% This is what you have lost in the last three years if you…
Reading Time: 4 minutes Source link | Twitter Profile | RC Capital Manegement I shared a framework in the previous post on how I am analyzing my current positions…
Reading Time: 2 minutes Source link | Twitter Profile | RC Capital Manegement < Company names and details of the same have been removed> To all subscribers, I have…
Reading Time: 2 minutes Source link | Twitter Profile | RC Capital Manegement To all subscribers, I have been emailed variations on this…
Reading Time: 3 minutes Source link | Twitter Profile | RC Capital Manegement From my recent note to subscribers, To all subscribers, I…
Reading Time: 2 minutes Source link | Twitter Profile | RC Capital Manegement I wrote this note over the weekend to my subscribers.…
Reading Time: 4 minutes Source link | Twitter Profile | RC Capital Manegement I published this note to subscribers on 12th March, just the day before markets went haywire.…