Listed MNCs in India: a good catch, but an opportunity slowly fading
My March’19 Column Written For Moneycontrol A basic tenet of long-term investing is to look for high quality listed businesses. This essentially implies 1) they…
investing
What really goes behind Stock Research?
My post on ‘What Really Goes Behind Stock Research?’ where I talk about Initial Research Vs Maintenance Research & returns per unit of stress, dwelling…
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…
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…
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…
Significance of Management Quality in Long Term Investing
What would you do if I give you the following information about a listed B2C company: The brands of the company are jointly owned with…
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;…
Some thoughts on Gillette India
One common bullish viewpoint made by most of the investors regarding Gillette has been “Market potential is huge considering its a highly under-penetrated market & Gillette…