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...
‘Our Recent Performance Sucks.’ Here’s Your $10 Billion Back. This was recently quoted as a headline to a WSJ article citing the closure of AJO Partners, a boutique value-investing firm founded by Ted Aronson which once...
What? Wasn’t Competition supposed to enhance value? Money is made where the money is present.Competition creates value for the customer. We have all heard of these quotes, right? But what if someone said...
With the recent euphoria that has brought a lot of first – time investors to the stock markets – both in India and abroad, there has been a growing trend of another event. IPO. What’s IPO? For the...
I wrote about CP a while back here. I couldn’t resist when he put out a simplistic thread putting Investing 101 to great perspective tonight. Here’s the thread. I thought I would summarize it but this is best...
If you’re wondering that RIL is entering into a tie-up with Tesla and soon launching us to space looking at the featured image of today’s post, My guess is as good as yours. Almost three months back I got the...
