Shutting Down Treasure Trove
Stalwart Advisors has been running an independent equity research service called ‘Treasure Trove’ for over a decade now. Following are some stats covering this decadal…
Business Models
APL Apollo – A 5-Bagger in 2.5 Years
We bought APL Apollo at Rs 1,269 a share, in Oct 2018, and recently exited at a price of Rs 1,258 a share, however after…
Is Real Estate the next Pharma?
A few years ago I had made a thematic presentation ‘India’s Consolidation Wave’ at Flame Investment Lab, Pune. The basic idea was to demonstrate using actual…
10 reasons why long-term investors shun real estate stocks, and why its time to do the opposite
Whether it is real estate as physical assets or as stocks, there has been a lull for many years now. Will the two always move…
Here’s what a customer visit to a Tanishq outlet tells you — that its financial statements won’t
My February’19 Column Written For Moneycontrol The beauty about being in investing profession is that your mind is always curious and observing even when you…
Why we bought Garware-Wall Ropes?
“Invest in businesses that buy commodities and sell brands” is a powerful idea for long-term investing propagated by Warren Buffet. This lends business the ability to…
[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…
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…
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…
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…