Companies in India - Saket Mehrotra

HDFC AMC – A play on India’s flourishing financialization

If you’ve been following the news lately, Bajaj Finserv and Zerodha have recently got in-principle approval by SEBI to set up their AMC’s to launch mutual funds. So what does a mutual fund do? How does an AMC work? Alongside...

September 3, 2021

Everything Else

#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

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 Popular Reads

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

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 65 Mn) in 2014,...

August 19, 2020

Indian Companies Popular Reads

From David to Goliath – Solara Active Pharma Sciences

Introduction Solara Active Pharma Sciences (SAPS) was formed in the year 2018 by carving out the Active Pharmaceutical Ingredients (API) business of Strides Pharma and Sequent Scientific. Within 6 months of the carve out taking place, the company went public...

June 14, 2020

Indian Companies Popular Reads

Delta Corp – Is this house always winning?

There is a very popular saying in the world of gambling and casinos. “The house always wins.” This basically translates to a belief that if you run a casino, you will always make money. If this is as good as...

May 31, 2020

Indian Companies Popular Reads

Has Curefit cracked the fitness code in India?

It was the year 2016 and I was deeply excited about the start-up space in India. As I sat in the NASSCOM warehouse in Kolkata and flush with everything ‘start-up’ around me, there was something strikingly odd that I read....

May 17, 2020

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Tag: Companies in India

HDFC AMC – A play on India’s flourishing financialization

#034 – Who’s waving the red cloth?

#033 – Signs of Hope?

A super thread on 22 Indian listed companies

Is there ‘Real Option Value’ in ITC Limited?

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

From David to Goliath – Solara Active Pharma Sciences

Delta Corp – Is this house always winning?

Has Curefit cracked the fitness code in India?

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