Kalyan Kapse Portfolio

[sunnysachdeva]

@hitesh2710

THE ART OF VALUATION

Thanks for replying. I found the below thread on valuation

The ART of Valuation

I have been meaning to capture the next phase of refinement for our Capital Allocation Framework based on our learnings from 2011 onwards. It’s a tough ask! Several of you have egged me on to try and put together our incremental learnings in a way that is meaningful and useful for the community. Ever since that fateful discussion and consequent starting of the ValuePickr Public Portfolio and Scorecard, we have been sticking our neck out! We made certain choices consciously on the way dropping s…