user avatar
E A Sundaram
@EASundaram
Chief Investment Officer and Portfolio Manager at o3 Wealth & Asset Management.
Joined April 2020
23
Following
2,514
Followers
Posts
  • user avatar
    E A Sundaram
    @EASundaram
    Nov 2, 2020
    #investing #valueinvesting #newsletter
    user avatar
    o3 Capital
    @o3capital
    Nov 2, 2020
    This month, our CIO @EASundaram elaborates on the rationale of the portfolio sectors, stocks - looking forward explaining the opportunities that lie ahead and looking back to determine competitive strengths & valuations of these companies. Read more: bit.ly/385a7OS
  • user avatar
    E A Sundaram
    @EASundaram
    Aug 10, 2020
    My conversation with Mr. Niraj Shah (@niraj_shah) on Bloomberg Quint - Talking Point show. @BloombergQuint #ValueInvesting #PMS #o3Capital #Investing
    user avatar
    NDTV Profit
    NDTV
    @NDTVProfitIndia
    Aug 10, 2020
    Talking Point | Is it a good time to venture into traditionally 'good companies' available at cheap valuations? @niraj_shah poses the question to o3 Capital'e EA Sundaram. #BQLive x.com/i/broadcasts/1…
  • user avatar
    E A Sundaram
    @EASundaram
    Jun 2, 2020
    #Agriculture #India_reforms #investing #newsletter
    user avatar
    o3 Capital
    @o3capital
    Jun 2, 2020
    "If agriculture goes wrong, nothing else will have a chance to go right in the country" - M.S. Swaminathan This month's newsletter addresses the impact of Agricultural reforms announced in the recent fiscal stimulus & implications for an investor. Read : bit.ly/2Mkh9Dl
  • user avatar
    E A Sundaram
    @EASundaram
    Jul 4, 2020
    #PMS #Newsletter #Investing #ValueInvesting
    user avatar
    pms bazaar
    @PmsBazaar
    Jul 4, 2020
    Presenting our July Month Newsletter - #22ndEdition A deep dive analysis on @o3capital, Core Value Strategy & Exclusive Interview with @EASundaram Download: pmsbazaar.com/Newsletter #PMS #o3PMS #PMSAIF @RajeshMKeswani @PallavarajR @gpmdaniel @Rajeshkumard07 @hameedpmsbazaar
  • user avatar
    E A Sundaram
    @EASundaram
    Sep 4, 2020
    #ValueInvesting #PMS #investing
    user avatar
    o3 Capital
    @o3capital
    Sep 3, 2020
    Dear Readers, Our CIO @EASundaram delves into the Contrarian style of investing based on 'the market rewards efficienct use of capital' conviction, although not on a continuous basis. He leaves you with insights on its benefits and uses as an investor. bit.ly/31WcGPQ
  • user avatar
    E A Sundaram
    @EASundaram
    Apr 21, 2020
    A look into our monthly PMS newsletter, Read here: bit.ly/3am0dpH @RajeshMKeswani #Investing
  • user avatar
    E A Sundaram
    @EASundaram
    Oct 5, 2020
    #newsletter #investing #valueinvesting
    user avatar
    o3 Capital
    @o3capital
    Oct 5, 2020
    Dear Readers, Our CIO @EASundaram addresses questions on the divergence between economic reality & financial markets and its massive swing from extreme despair (March) to extreme exuberance (current) through a sneak-peek into instances in the past. Read: bit.ly/3njYNDC
  • user avatar
    E A Sundaram
    @EASundaram
    May 6, 2020
    #Investing #Capitalmarkets #valueinvesting
    user avatar
    o3 Capital
    @o3capital
    May 5, 2020
    "We must accept finite disappointment, but we must never lose infinite hope" - Martin Luther King Amidst today's financial & economical chaos, this month's newsletter from our CIO's desk, highlights 'lessons' & 'to dos' for an Equity investor. Read more: bit.ly/3c8bhYO
  • user avatar
    E A Sundaram
    @EASundaram
    Jul 2, 2020
    #Investing #Newsletter
    user avatar
    o3 Capital
    @o3capital
    Jul 2, 2020
    While we manoeuvre through these difficult times, this month's newsletter sheds light on clusters of businesses impacted by Covid-19 induced difficulties in different degrees and the impressions they leave on the long-term portfolio value. Read more here: bit.ly/2BXFoVW
  • user avatar
    E A Sundaram
    @EASundaram
    Apr 20, 2020
    @RajeshMKeswani
  • user avatar
    E A Sundaram
    @EASundaram
    Apr 24, 2020
    Top 5 possible outcomes for investors post COVID-19 outbreak: EA Sundaram
    Top 5 possible outcomes for investors post COVID-19 outbreak: EA Sundaram- Moneycontrol.com
    From moneycontrol.com
  • user avatar
    E A Sundaram
    @EASundaram
    Aug 3, 2020
    #ValueInvesting #Investing
    user avatar
    o3 Capital
    @o3capital
    Aug 3, 2020
    Continuous outperformance is a mirage that builds in unnecessary portfolio risk. Sometimes, when you stay away from the crowd, you may temporarily underperform, but it's important to stick to your portfolio mandate for-'Results then are only a by-product'. bit.ly/2PjhWWv