75 hidden gems Article
Recently I wrote an article for special edition of Indian Economy and Investing - 75 Hidden Gems This is reproduced for you below. I am long on stock not traded in last 90 days SATIN CREDIT – CASTING AWAY DEMONITISATION DEMONS Satin Creditcare is a large microfinance company providing collateral…
Thomas Cook – Are sum of parts greater than M-cap
Below is a post based an edited note to Insider Subscribers *** Thomas Cook (TC) now is a mini holding company which has multiple lines of businesses (a company which has 53 subsidiaries ) - A business analyst's nightmare Investment in TC is investment in Prem Watsa who has…
Canfin homes – The out performance continues
Previously I wrote on Canfin homes here The sustained outperformance was noticed when I was reviewing GRUH and REPCO a few days back **** GRUH Finance and REPCO homes both had decent year however when compared with Canfin homes there was performance was little subdued, which you will see in…
Forecasting and Reality – Review of Suven Life sciences
I have previously written by Suven Life Science here and here Reading and learning about Suven Life sciences has been huge learning curve, it has taught me few things Forecasting in excel and actual numbers in real world are two different things, so one should not take their excel skills…
Why we get fat and what can we do about it ?
This article is not about investing love reading them go here. Why I am writing on health on a financial blog - Cause true wealth is of no use without great health Most of what I am writing below is my interpretation of a book by Gary Taubes Why We…
How I missed Canfin Homes
There is a beautiful passage in Steven Johnson’s Where Good Ideas come from “Good ideas are like the neo nurture device. They are, inevitably constrained by the parts and skills that surround them. We have a natural tendency to romanticize breakthrough innovations, imagining momentous ideas transcending their surroundings…… We like…
Relying on Expert opinions
In general on this blog, I have not been very kind to stock market experts ( pundits,opinion baazs), you can read through some of my previous outbursts here In late 1980s, psychologist Philip Tetlock began an important research projects of the past three decades, studying how experts make predictions, who…
Actions speak louder than words !
In a recent interview with Guru Focus ,value investor Rohit Chauhan pointed out very important points regarding approaching equity investing. One of the points which stood out for me was below 12. Before making an investment, what kind of research do you do and where do you go for the…
Book review: How to Fail at Almost Everything and Still Win Big
Over last fortnight I happened to read a fantastic book by Scott Adams - How to Fail at Almost Everything and Still Win Big: Kind of the Story of My Life This book has so much wisdom that I would recommend you to read at least once every year or…
Max India Demerger saga finishes
Last week the final (3rd) company from Max India demerger exercise got listed on bourses, we started tracking this story in Jan 2016. A lot has happened over last six months and it's time to take stock and understand how this spin off / demeger has played out. In Jan' 2016…