Saket Mehrotra

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Is there ‘Real Option Value’ in ITC Limited?

January 16, 2021
by Saket Mehrotra
6 min read
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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...

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  • Indian Companies

30 minutes or Free?

December 20, 2020
by Saket Mehrotra
6 min read
2 Comments

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...

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Is Value Investing Dead?

October 23, 2020
by Saket Mehrotra
5 min read
3 Comments

‘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...

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Competition is For Losers

October 3, 2020
by Saket Mehrotra
6 min read
4 Comments

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...

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Should I subscribe to an IPO?

September 29, 2020
by Saket Mehrotra
5 min read
5 Comments

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...

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Chamath Palihapitiya on Investing 101

September 14, 2020
by Saket Mehrotra
2 min read
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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...

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Where does Reliance Industries go from here?

September 12, 2020
by Saket Mehrotra
8 min read
12 Comments

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...

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Peter Lynch

September 5, 2020
by Saket Mehrotra
5 min read
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It was 2012 and except for seeing Udayan Mukherjee come on CNBC TV18 and newspapers come in the morning with a big list of stock prices, I really didn’t know much about stocks. Enter, Peter Lynch. Peter Lynch was the...

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Coffee – Farm to Cup

August 29, 2020
by Saket Mehrotra
10 min read
17 Comments

Coffee Today’s post is about Coffee. Photo by Mike Kenneally on Unsplash What? Coffee. Allow me to take you through the journey of how the coffee beans travel from Columbia to your cup in Starbucks. While all my...

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Agro Tech Foods Limited (ATFL) – A play on the rising in-house consumption

August 19, 2020
by Saket Mehrotra
10 min read
8 Comments

Monologue Yves Potvin, a Canadian Entrepreneur saw potential in the plant-based meat category and launched his company Garden Protein International (Gardein) in 2009. It got sold to Pinnacle foods for USD 154 Mn (Sales of USD...

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