https://marcellus.in/newsletter/consistent-compounders/valuing-longevity-of-healthy-fundamentals/
https://marcellus.in/blogs/how-capm-has-hurt-a-generation-of-indian-investors/
Does only historically high ROCE companies generate returns & DO they always beat low ROCE companies? - a contra opinion to buying quality stock at any valuation -
1 - https://www.buoyantcap.com/2021/05/28/letting-the-facts-interrupt-a-good-story/
2 - https://www.buoyantcap.com/2021/05/07/numbers-matter-not-the-narrative/
Sometime 2nd best players can provide better returns than Top Leader of the sector: The Rule is there is no Rule: https://www.buoyantcap.com/2021/05/14/heuristics-help-open-doors-but-are-bad-for-investments/