Hi Everyone! This newsletter has been evolving ever since I started writing this almost 37 weeks back. This week, I came across two interesting things related to the media space. Video killed the radio star For...
I came across three things this week and all of them made me ask a very similar question to myself. How much is too much? Let’s start with the first one. DHFL. Between Monday and Tuesday of the week that went...
While we have kept seeing a slew of policy initiatives being announced for quite some time now, this week I came across three interesting finds that seem to be just pushing the envelope. Number One. While doing my deep...
In a dramatic turn, last week the Indian equity markets had a sharp rise. Both the benchmark indices – Nifty and Bank Nifty closed at record high levels compared to the sideways trend that has been going on for quite a few...
Multiple pharmaceutical companies are now on the race of getting EUA (Emergency Use Authorization) on back of promising clinical trials. While the peak load of cases have been coming down, it is not over until it is over as...
This week we saw an interesting turn of events happen. While I enjoy reading the ‘Greed & Fear’ series by Jeffries on an ongoing basis, the latest edition did throw some good insights, as usual. To start of...
Here’s a mega thread on what we like and what we see as the key risks for 22 Indian listed companies in India. Feel free to let me know what your thoughts are! This week I completed doing a deep dive on 22+...
In case you’re thinking I will try to sound smart by throwing 45 different numbers here and there, don’t worry. Is this the best Budget we have ever seen? Let’s get back to reality. Ever since...
If I had a dollar for every time someone told me to write a post about ITC Limited, I would probably be in the same league today as Musk, Bezos and Buffett. Interestingly, a month back I came across a fascinating piece titled...
If you haven’t guessed it by now, this reference is to Domino’s Pizza. Almost 16 years back, Paresh Rawal was symbolized as the typical middle class Indian who wanted to seek an undue advantage of rainy weather to avail a...
