[Video] Talk delivered at FIL Alumni Meet, Pune – July 2016
Recently I had the privilege of sharing my thoughts on investing with my fellow FIL Alumni at Flame University, Pune. The video, along with the presentation, is…
Jatin Khemani
What makes Thyrocare a great business?
What makes Thyrocare a great business? I probably first got to know about Thyrocare Technologies Limited (a company into Healthcare Diagnostic) through a 2010 ET article titled ‘PE…
Is VLS Finance really a deep value stock?
VLS Finance is a Delhi-based listed company which holds big chunks in some other listed companies like Relaxo Footwear, Ambika Cotton, Accelya Kale and many…
3-wave framework & its implications on growth potential
In the long run if there is one key variable that determines the return we make on any stock, it is the earnings growth of…
Significance of Management Quality in Long Term Investing
What would you do if I give you the following information about a listed B2C company: The brands of the company are jointly owned with…
Obsession with P/e Multiple
Maruti says we are a country obsessed with mileage; see its famous NASA ad ‘Kitna Deti Hai’ Indians are known to be very smart consumers;…
Decoding Business Model of Meru Cabs
Since a long time, I have been a loyal customer of Meru Cabs whether I am in Dehi, Mumbai or Bangalore. Being a value investor…
NESCO: What an Exhibition!
I first looked at Nesco around 18 months ago when it was ~700 and had love at first sight. They have an annuity business(rentals); the company…
FY14 updates and new ideas
Thanks to a great and powerful mandate to Modi sarkar – markets are making newer highs and sentiment has turned bullish after a very long…
Micro Irrigation in India – A Macro View
I was speaking to a fellow value investor when he mentioned how frustrating it is to look at the shrinking universe of value stocks with…