Thoughts on Investing
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[Video] Individual Investor’s Real Edge – TIA 28th Jan 2017
Presentation made by Jatin Khemani, Founder & CEO, Stalwart Advisors at Bullet Proof Investing Seminar organised by Tamil Nadu Investors Association on 28th January 2017 at ITC Fortune, Chennai. Notes on Presentation: 00:00 Introduction 00:38 Are large caps safe and easy to decipher? 07:35 How did Warren Buffet and other veterans start […]
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[Video] Surat Investors Meetup
Team Stalwart travelled to Surat, Gujarat and organised a meet up on 26-27th November 2016 at Ginger Hotel, addressing 100+ investors in five different batches explaining some of the key frameworks, investment philosophy followed by us and addressing queries around investing. If you are visiting our blog/website for the first time and/or contemplating signing up for […]
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Why we bought Amrutanjan Healthcare and continue to like it!
‘While, I was reading about this company I literally fell asleep’ said a smart analyst during one of our Chai pe Charcha meetings sometime in mid 2014. ‘You know.. it’s a 120-year old company and still does only about 140 Crores in sales, and by the way who really uses balm these days? I guess […]
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Indian Markets at Cross Roads
Disclaimer: We are totally into bottom-up stock-picking and are amateurs when it comes to making sense out of Macros. This post is just a small attempt to share our thought process regarding current market environment and some interesting observations 🙂 Imagine a conversation between two investors regarding a hot mid-cap which has recently done pretty […]
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[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 shared below. I talked about ‘India’s Consolidation Wave’; how the organized players stand a great chance to grow amidst an on-going shift in consumer preferences towards standardised and branded offerings. Video_India’s Consolidation […]
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What makes Wonderla Holidays an amazing business?
What is the idea of a full-day outing/picnic for an average Indian middle class family? Think about it, what are the entertainment options available for a family even in Metro cities on weekends or when you have some relatives visiting you from outstation? I bet the first thing that would come to your mind would […]
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Tasty Bite Eatables turning Tastier
We had invested in Tasty Bite Eatables in April 2015 when the stock price was Rs 640. In this post, we will briefly cover what attracted us to the company and how the thesis is playing out. Tasty Bite Eatables (TBE) is a company incorporated in 1986 and is mainly into ready-to-eat food. It was promoted by […]
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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 firm buys 30% in Thryocare as comapany seeks to tap radiology segment‘ and later in 2012 when Thyrocare had second round of funding ‘Norwest Venture Partners invests Rs 120 cr […]
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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 others, having a combined market value of Rs 950+ Cr. (as on 18th April 2016) The market cap of VLS Finance, on the other hand is just Rs 150 Cr. which implies one is getting […]