Candor Investing

Investment Management Partnership

Custom Stock Advisory

When Profits Go Up, Stock Prices Go Up

How Do We Spot The Winning Companies?

3 things to look for in a company

01.

Business Quality (Low Cost, Competitive Advantage, high ROE etc)

02.

Management (Integrity + Execution Skills)

03.

Price (reasonably cheap)

When Do We Sell?

01.

When we realize that we have made a mistake in evaluating the company

02.

With the passage of time, the fundamentals of the company change and it no longer qualifies on our original investment criteria.

03.

A far superior opportunity to our existing portfolio companies presents itself and the price also makes sense.

What does not have lasting impact on stock prices?

GDP

Interest Rate Change

Elections

"In The End, Micro-Economics Always Trumps Macro-Economics"

Candor Investing is a SEBI registered investment advisory firm dedicated to helping individuals, trusts, and family offices create wealth through equity investments. They focus on long-term, value-driven investment strategies.

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