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…
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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…
The unanswered part of KILLER PUZZLE (Kewal Kiran Clothing)
The unanswered part of KILLER PUZZLE (Kewal Kiran Clothing) : Read Here Background: On Sep 25th 13 Prof. Sanjay Bakshi wrote on Kewal Kiran Clothing (Killer…
DFM Foods_Crax going pan India
It is hard to find somebody in north India who hasn’t had Crax as a kid; many even have it today after growing up just…
What my neighbourhood jockey dealer has to say about the brand
Earlier jockey was into premium range only, now its available at all price points Indian brands like Rupa, Euro would cost you 90-100 for an undi whereas…
Some thoughts on Gillette India
One common bullish viewpoint made by most of the investors regarding Gillette has been “Market potential is huge considering its a highly under-penetrated market & Gillette…