Marcellus’ Rising Giants & Little Champs Webinar: Powering through the SlowdownDecember 24, 2022
In this webinar we will discuss, using specific examples, how the portfolio companies faced these headwinds in the past and emerged stronger from them. Further, with several such headwinds emerging in the last 12 months (cost increases, geopolitical issues etc), we will cover:
o Why we remain sanguine about the prospects of our portfolio companies?
o Why we expect an acceleration in earnings in the coming years?
o Why the market reaction to some of the portfolio stocks may be misplaced?
o How are we using near-term share price dislocation to enhance portfolio returns?
We believe in saying it as we see it when it comes to communicating our investment philosophy. Alongside the weekly blogs and the monthly newsletters where we share with you openly our thoughts and beliefs around investments, we would like to help answer any questions on your mind that we may not have addressed in any of our communiques. If you are not receiving our blogs and newsletters, pls write to firstname.lastname@example.org and we shall make sure they reach you. You can also access all our past blogs, webinars and newsletters on our website www.marcellus.in
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