Losing Money is No Way to Make Money:

  • In our recent papers on quality investing and income investing, Kailash is pounding the table advocating investors avoid the IPO/Tech mania and buy great companies with healthy dividends at low prices
  • The chart below shows the precarious rise in the reckless speculative bubble underway: today US Companies that LOSE MONEY are valued at $6 Trillion dollars – 3x more than they were at the peak of the internet bubble
  • Kailash believes the past will serve as an ugly precedent for what is to come; please see yesterday’s paper on the most durable and time-tested firms and how they may merit your attention and investment dollars

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