On this episode of #InvestmentMantras, we continue trying to understand different approaches to investing by speaking with Andrew Holland, Managing Director, Avendus Ad

Andrew Holland's investment mantras

On this episode of #InvestmentMantras, we continue trying to understand different approaches to investing by speaking with Andrew Holland, Managing Director, Avendus Advisors. He is a long term investor who academically studies the happenings in the Indian economy and markets.
Andrew Holland says that with the onset of the pandemic, digitalization and work-from-home are the future. IT companies of all kind have been beneficiaries of this problem. Now, if you look into the themes going forward, and we're all working from home would we need to live in cities anymore? Would we have to pay such high prices? Could we live outside of the city? So again, affordable housing, could be the big theme. So these are kind of global factors, which become local factors over a period of time while looking for macro trends.
He also says that if I don't understand the balance sheet and cash flows very readily, then it's a red flag for me because I should be able to understand it, I should be able to kind of look through the numbers and be able to get a good idea. If I have to search for something, it means that someone's been trying to hide something. The second thing is cash flow. And cash flow is very important. Because for any company, you don't go bankrupt because you have lots of debt, you go bankrupt because you can't service your debt. The third and most important is management and governance because the first two factors could actually be because of bad governance in the company.
Watch BOOM's Govindraj Ethiraj interview Andrew Holland on the macro economic trends to watch out for and the essentials of understanding a company's balance sheet before investing in the company's stock.

Groom-to-be&nbsp;Varun Dhawan was papped&nbsp;at the venue The Mansion House in Alibaug&nbsp;on Saturday ahead of his wedding with&nbsp;longtime&nbsp;designer&nbsp;girl

Varun Dhawan-Natasha Dalal wedding: actor arrives at Alibaug

Groom-to-be&nbsp;Varun Dhawan was papped&nbsp;at the wedding venue in Alibaug&nbsp;on Saturday ahead of his wedding with&nbsp;long-time&nbsp;designer&nbsp;girlfriend Natasha Dalal. Dressed in a pair of blue jeans, a white t-shirt, and sneakers, the videos of him waving at the paps&nbsp;are going viral on the internet. Natasha &amp; Varun&nbsp;will tie the knot on January 24 at The Mansion House in the presence of family &amp; few&nbsp;close friends. Celebrity designer Manish&nbsp;Malhotra, Director Shashank&nbsp;Khaitan&nbsp;was also seen arriving&nbsp;for the actor's wedding.&nbsp;
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Groom-to-be Varun Dhawan was papped at the wedding venue in Alibaug on Saturday ahead of his wedding with long-time designer girlfriend Natasha Dalal. Dressed in a pair of blue jeans, a white t-shirt, and sneakers, the videos of him waving at the paps are going viral on the internet. Natasha & Varun will tie the knot on January 24 at The Mansion House in the presence of family & few close friends. Celebrity designer Manish Malhotra, Director Shashank Khaitan was also seen arriving for the actor's wedding.

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Varun Dhawan-Natasha Dalal wedding: actor arrives at Alibaug

Jan 23, 2021 16:16 IST

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