E A Sundaram @EASundaram Twitter profile

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E A Sundaram

@EASundaram

4 years

#investing #valueinvesting #newsletter

o3 Capital

@o3capital

4 years

This month, our CIO @EASundaram elaborates on the rationale of the portfolio sectors, stocks - looking forward explaining the opportunities that lie ahead and looking back to determine competitive strengths & valuations of these companies. Read more:

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E A Sundaram

@EASundaram

4 years

My conversation with Mr. Niraj Shah ( @_nirajshah ) on Bloomberg Quint - Talking Point show. @BloombergQuint #ValueInvesting #PMS #o3Capital #Investing

NDTV Profit

@NDTVProfitIndia

4 years

Talking Point | Is it a good time to venture into traditionally 'good companies' available at cheap valuations? @_nirajshah poses the question to o3 Capital'e EA Sundaram. #BQLive

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E A Sundaram

@EASundaram

4 years

#Agriculture #India_reforms #investing #newsletter

o3 Capital

@o3capital

4 years

"If agriculture goes wrong, nothing else will have a chance to go right in the country" - M.S. Swaminathan This month's newsletter addresses the impact of Agricultural reforms announced in the recent fiscal stimulus & implications for an investor. Read :

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E A Sundaram

@EASundaram

4 years

#PMS #Newsletter #Investing #ValueInvesting

pms bazaar

@PmsBazaar

4 years

Presenting our July Month Newsletter - #22ndEdition A deep dive analysis on @o3capital , Core Value Strategy & Exclusive Interview with @EASundaram Download: #PMS #o3PMS #PMSAIF @RajeshMKeswani @PallavarajR @gpmdaniel @Rajeshkumard07 @hameedpmsbazaar

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E A Sundaram

@EASundaram

4 years

#ValueInvesting #PMS #investing

o3 Capital

@o3capital

4 years

Dear Readers, Our CIO @EASundaram delves into the Contrarian style of investing based on 'the market rewards efficienct use of capital' conviction, although not on a continuous basis. He leaves you with insights on its benefits and uses as an investor.

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E A Sundaram

@EASundaram

4 years

A look into our monthly PMS newsletter, Read here: @RajeshMKeswani #Investing

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E A Sundaram

@EASundaram

4 years

#newsletter #investing #valueinvesting

o3 Capital

@o3capital

4 years

Dear Readers, Our CIO @EASundaram addresses questions on the divergence between economic reality & financial markets and its massive swing from extreme despair (March) to extreme exuberance (current) through a sneak-peek into instances in the past. Read:

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E A Sundaram

@EASundaram

4 years

#Investing #Capitalmarkets #valueinvesting

o3 Capital

@o3capital

4 years

"We must accept finite disappointment, but we must never lose infinite hope" - Martin Luther King Amidst today's financial & economical chaos, this month's newsletter from our CIO's desk, highlights 'lessons' & 'to dos' for an Equity investor. Read more:

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E A Sundaram

@EASundaram

4 years

#Investing #Newsletter

o3 Capital

@o3capital

4 years

While we manoeuvre through these difficult times, this month's newsletter sheds light on clusters of businesses impacted by Covid-19 induced difficulties in different degrees and the impressions they leave on the long-term portfolio value. Read more here:

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E A Sundaram

@EASundaram

4 years

@RajeshMKeswani

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E A Sundaram

@EASundaram

4 years

Top 5 possible outcomes for investors post COVID-19 outbreak: EA Sundaram

Top 5 possible outcomes for investors post COVID-19 outbreak: EA Sundaram

There is no doubt that the COVID-19 would be a major disruptor for several businesses. Estimates vary widely about the extent of the damage but suffice it to say that the damage would be extremely...

www.moneycontrol.com

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E A Sundaram

@EASundaram

4 years

#ValueInvesting #Investing

o3 Capital

@o3capital

4 years

Continuous outperformance is a mirage that builds in unnecessary portfolio risk. Sometimes, when you stay away from the crowd, you may temporarily underperform, but it's important to stick to your portfolio mandate for-'Results then are only a by-product'.

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