Saket Mehrotra - Saket Mehrotra

#034 – Who’s waving the red cloth?

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...

May 23, 2021

Everything Else Library

#033 – Signs of Hope?

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 we’ve...

May 16, 2021

Everything Else

#032 – Where are we headed?

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, the highlight...

May 2, 2021

Curated Content Indian Companies Popular Reads

A super thread on 22 Indian listed companies

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! Wish to get instant access to all...

April 15, 2021

Why is everyone going crazy about Budget 2021?

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 I got into the...

February 1, 2021

Indian Companies Popular Reads

Is there ‘Real Option Value’ in ITC Limited?

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...

January 16, 2021

Indian Companies

30 minutes or Free?

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...

December 20, 2020

Everything Else Popular Reads

Is Value Investing Dead?

‘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 had USD 30 bn...

October 23, 2020

Curated Content Popular Reads

Competition is For Losers

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 ‘ Competition is for Losers.’ What...

October 3, 2020

Curated Content Library Popular Reads

Should I subscribe to an IPO?

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 uninitiated, IPO...

September 29, 2020

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Author: Saket Mehrotra