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…
Scuttlebutt
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…
[Video] Presentation on Wind Energy Revival & Proxies for Investors
Presentation by Jatin Khemani, Founder & CEO, Stalwart Advisors on Wind Energy Revival & Proxies Presentation (Video): Notes to Video: 00:00 Introduction 00:40 Wind Energy –…
[Video] Thematic Research on Pollution & Actionable Investment Ideas
Presentation made by Jatin Khemani, Founder of Stalwart Advisors, during a conference organized by ‘Strictly Invest’ a group of around 150 passionate investors on 13th…
How we caught & dropped a 5-bagger – Story of AGL
Ceramic Tiles is one space which we have been tracking for many years now. In the past, we have misjudged the potential of branded players…
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…
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…
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…
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…