- Need long term vision
- Patience
- Stop "booking profits and holding on to losers"
- People have the vision to buy the correct stocks but lack the patience to hold on to it
- Look at the quality of business, quality of management, growth, logevity of growth and then at the price. Not vice versa.
- Valuation migration of global generics shifting from west to India. Many more Sun Pharmas in the making.
- Talks about his MF investmens in United Spirits, HPCL, HDFC, Ajantha Pharma
- Is confident about the following sectos : mortgages,automotives
Friday, February 6, 2015
Raamdeo Agrawal's mantra for wealth creation
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