When Charlie Munger and I buy stocks – which we think of as small portion of business – our analysis is very similar to that which we use in buying entire businesses.
With elections right around the corner, many investors are worried about the volatility that this season brings along. Here’s how the exit polls are looking:
|State||Exit Poll Expectation|
|Madhya Pradesh||BJP & Congress neck-to-neck|
|Rajasthan||Strong expectations for Congress crossing majority mark|
|Chhattisgarh||BJP & Congress expected to engage in a very close battle|
|Telangana||TRS expected to retain power|
|Mizoram||The Mizo National Front is projected to defeat the Congress Party|