Kalpen Parekh
@KalpenParekh
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Heroes keep bios, not me. Views are mine. Reposts & likes are not endorsements. CEO & MD at @dspmf
Pale Blue Dot
Joined May 2010
RT @SahilKapoor: An important input in Gold valuation model (theoretical), the US M2 just hit $22 Trillion, raising the Gold modeled price….
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RT @iramneek: Barbell. In investing, we try to safeguard most of our capital (>90%), then try investing in high-upside investments. It’s ho….
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Ignore our Value fund if you don’t want to own good global companies.
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Grow NAV - needs time.Add units - needs NAVs to fall intermittently.
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Spending beyond my limits in early days of career helped a lot . Buying more units whenever possible.
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Not interrupting compounding is a Herculean task for investing success. It’s default state to keep jumping and trying new things. Disciplined hybrid funds that largely buy d cos at fair prices which some flavour of bonds/gold enable that. Bonds & gold reduce returns by 1-2% yet.
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At least me and @AashishPS learnt so much under him in the many years we worked together & he has the humility to say he learns from all of us . Thank you @NileshShah68 . By the way Netra is complete effort of @SahilKapoor and our team.
@saurabhneema1 @KalpenParekh @iRadhikaGupta @AashishPS @theMihirV @DinshawIrani @amfiindia @SEBI_India We do a monthly call/webinar on market outlook across asset class for our partners and investors. Every month few of our funds .with a special focus on underperforming funds are presented by the fund managers. On every call ~ 100 plus queries are answered. The recordings.
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Surface complexity arising out of deep simplicity ~ John Gribbin . Search for the simple than solve for the complex.
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When the first few words emerge from his voice . Who in the universe must be getting to listen to him every day
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Very much possible.
@KalpenParekh Jobs' stock sale was because of the boardroom conflict, and not a lack of foresight. The actual world is not as simple as social media fables.
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Funds with high active share & investment discipline have better odds of long term excess returns over index (better odds, nothing is certain). For that excess returns, there is a price to pay. Periods of below index returns too. Example for one of our funds - large cap
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When Steve Jobs sold his Apple stake : $13 cr. Its value 27 years later when he died : $ 3160 cr . He didn’t know. Who are we?.
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RT @prabirsharma: Training for MFD or his/her team how important today I come to know. Thanks for the @dspmf Growth Amplified webinar. @Kal….
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Does this pic guarantee likes? Drop a ❤️ if it grabs your attention
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RT @dspmf: The Relentless Endurer. Tortoises live long, sometimes to well over 150 years, because they have evolved to adapt. Their shell….
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