Jeetay Letters
These are excerpts from letters written to the clients of Jeetay's PMS (Portfolio Management Scheme)

Excerpts from Jeetay quarterly letter for the period ended December 2012
Spotlight
 
 
 
Investment Quote
Investment Quote for the day 20th June 2013
“When you have a model you believe in, that you’ve used for a long time and which is more empirical than intuitive, sticking with it takes the emotion away when markets are good or bad. That’s been a central element of our success. It’s the emotional dimension that drives people to make lousy, irrational decisions.” -Will Browne, Tweedy, Browne Co

 
Articles
Jun
2013
Synergy of Business Assumptions
“Assumptions about environment, mission, and core competencies must fit reality.”
Jun
2013
Perpetrators and Victims
“The harm principle.”
Jun
2013
Reality Test of Business Assumptions
“Assumptions about environment, mission, and core competencies must fit reality.”
 
 

You can receive daily updates in your inbox. Fill the form below.