Am I Ready?
There is clearly a wild rush towards equity, some are doing this out of FOMO (Fear Of Missing Out), whereas some are left with no other choice…
Food for thought
Is Real Estate Turning Around?
If past history was all that is needed to play the game of money, the richest people would be librarians. — Warren Buffet What happens…
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…
[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 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…
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…