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The Big Picture, Our Latest ValuePro, a lesson from Peter Lynch, and more... - Views on News from Equitymaster
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The Equitymaster Research Digest

The Big Picture, Our Latest ValuePro, a lesson from Peter Lynch, and more...
Feb 2, 2016

Last week, in The 5 Minute WrapUp, I wrote about my key takeaway from the Equitymaster Conference 2016.

As you know, our research process mostly follows the bottom-up approach to investing. We focus more on companies - their business models, management quality, competition, etc - than we do on macroeconomic indicators.

Of course, we don't ignore macroeconomic factors. After all, businesses do not operate in isolation. It is important to see them in the larger economic context. Our The India Letter recommendation service in particular focuses on identifying the companies that could be the biggest beneficiaries of emerging economic megatrends.

So it was a delight to have Bill Bonner and Ajit Dayal in the same room to share their 'big picture' views on the most pressing global issues and how they will impact India.

I admire Bill and Ajit's ability to pierce through the veils of complexity and phony sophistication that adorn the world of finance and stock markets...to ask the simplest yet most potent questions...to call a spade a spade without mincing words.

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