Hi Ankush, This article is brilliantly written and your blog is also turning out to be non-linear and out-of-the-box thinking from an investment research perspective. Your research work is in-depth and it's nice to see a great emphasis on new ideas and discussion around strong business models. Other than Tech, pharma, gold and music industry, do you see non-linear trends or optionality play in the small-cap segment. Also, is there a website, where we can get earnings call transcripts of all listed companies, there are a few available on screener or trendlyne but not for all companies. Once again, many thanks for this excellent article.
Hi Ankush, This article is brilliantly written and your blog is also turning out to be non-linear and out-of-the-box thinking from an investment research perspective. Your research work is in-depth and it's nice to see a great emphasis on new ideas and discussion around strong business models. Other than Tech, pharma, gold and music industry, do you see non-linear trends or optionality play in the small-cap segment. Also, is there a website, where we can get earnings call transcripts of all listed companies, there are a few available on screener or trendlyne but not for all companies. Once again, many thanks for this excellent article.
A very simple note on complexity. Brilliant.
this is a great post, keep up the good work