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Jan 12, 2021Liked by Anand Sridharan

Nice one. Would like to know your views on 'How to know if we are overpaying for a fantastic business or not?' in the next essay. :)

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Thanks. I did discuss my (cheapo) valuation framework as part of Elements of Sound Judgment series, but that feels embarrassingly quaint in light of prevailing levels.

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Hahaha. It will sound equally woke when the frenzy goes away.

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Great insights shared. Would like to know more on how do you balance the qualitative (management & Industry competitiveness) and quantitative aspects(ROCE & valuations) while identifying growing small businesses.

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