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Jeremy Spoke on TCAF Today

The Compound and Friends

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Valuation-Sensitive Approach to Launch of Local Shares in India

Discussion about the launch of local shares in India in 2008 with a focus on valuation sensitivity, diversification in companies, comparing stocks in a fund to cap-weighted India, recent fund inflows, and recommendations of favorite books and podcasts. The conversation also covers influential books like 'Stocks for the Long Run', biographies such as 'Late Admissions' by Glenn Lurie, successful trading strategies of individuals, the impact of economic theories on market dynamics, and the speakers' experiences with their children in activities like attending summer camps and watching theater shows.

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