Investing in India - Saket Mehrotra

#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

#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

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

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Tag: Investing in India

#037 – Media on the rise?

#036 – How much is too much?

#035 – Interesting Policy Tailwinds

#034 – Who’s waving the red cloth?

#033 – Signs of Hope?

A super thread on 22 Indian listed companies

Why is everyone going crazy about Budget 2021?

Is there ‘Real Option Value’ in ITC Limited?

Is Value Investing Dead?

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