Equity Investing - 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

#037 – Media on the rise?

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 decades, alongside CNBC TV18,...

June 20, 2021

Everything Else

#036 – How much is too much?

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...

June 13, 2021

Everything Else

#035 – Interesting Policy Tailwinds

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 dive...

June 6, 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

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 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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Tag: Equity Investing

HDFC AMC – A play on India’s flourishing financialization

#037 – Media on the rise?

#036 – How much is too much?

#035 – Interesting Policy Tailwinds

A super thread on 22 Indian listed companies

Is there ‘Real Option Value’ in ITC Limited?

30 minutes or Free?

Is Value Investing Dead?

Should I subscribe to an IPO?

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