Investing Mantra for Large-Caps – Go Contrarian (Case Study)
Until a few years ago, there were 100s of hidden gems/emerging companies available at throw-away valuation, however, since the beginning of this bull market in…
Stocks
[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…
‘Growth Investing’ Vs ‘Growth Revival’ – Which style to follow?
Style 1: Growth Investing Growth stocks are companies which are consistently and predictably growing at supernormal rates and given the visibility in their earnings trajectory,…
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…
Gillette’s Eroding Moat & Key Lessons
Back in 2013, I had written a post on Gillette discussing the likely challenges it is going to face in growing its business. A business…
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…
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…
[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…