Decoding Maize Cycle & Potential Winners
Traditionally the maize crop in India had two large user industries – The remaining 10-15% would be consumed by humans as sweet corn, makki-ki-roti (corn…
GAEL
Why Selling Strategy is as Important as Buying?
The stock market is like a pendulum that swings from one extreme to another. While it often comes to the center, rarely does it stay there…
Tenets of Commodity Investing – Framework, Experience & Learnings
In this post regarding investing in commodity businesses, I cover the following: Natural vs Processed Commodities, 10-pointer framework/takeaways based on our experience, How our stock-picking…