Category: General

Moved to Substack

Moved writing to substack, all existing email subscribers have been moved, and people who were following WordPress to read content on this site have to now follow this substack (there wasn’t an automated way to do it)

All old posts are already there & upcoming posts will be posted there as well, I was not able to move your comments  those will be archived safely

This site may be deprecated and repurposed, I am extremely grateful to you for reading this blog from 2011 and I hope I can continue to get your time once I start posting on substack

Happy Investing

 

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Premium is now taking new subscribers

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EDIT – 30-SEP-2021

WE ARE BACK

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Supporter (AUD $199) 1 year

Bigger Supporter ( AUD $299) 2 year

In short span we would be announcing some of other items that will be added to other premium for supporters

 

 

Score Card / Premium will not be taking any new subscribers in the current format from 25th June 2020. We are working on a new pay as you like and ad supported model to be unveiled in 2022
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For existing patrons there is no change – You will continue to get updates on score card changes / book reviews / Annual report reviews / international ideas in your current format, however you … Read the rest

5 years of Score Card

A friend suggested to keep track record of companies bought and researched didn’t knew that small request would age into 5 years

Some hits and missed but overall faith in active investing remains

 

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The small investor’s edge

Back to my first ever post small is BIG

Over last decade I saw in front of me power of small investors. Small investors are often ahead of institutions

This got me thinking how we can leverage small investor’s power on a modern platform ?

Result – our new facebook group

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ideas on NSE , BSE , ASX , NASDAQ , NYSE, FTSE

 

Looking forward to see you inside … Read the rest

Cleaning Pandemic Opportunity

Most governments would mandate below to corporate offices/places of business which are opening-up

COVID-19 spreads through respiratory droplets produced when an infected person coughs or sneezes. A person can acquire the virus by touching a surface or object that has the virus on it and then touching their own mouth, nose or eyes.

A key way you can protect workers and others from the risk of exposure to COVID-19 is by implementing appropriate cleaning and disinfecting measures for your workplace.

A combination of cleaning and disinfection will be most effective in removing the COVID-19 virus.

Until a vaccine is produced deep cleaning will be a norm.

So what’s required to clean and disinfect these large corporate offices?

EPA’s website has a list of cleaning products that can be used and there are more than ~420 of them. On closer examination, one would find that Quaternary Ammonium is the most commonly used compound for general cleaning and disinfecting

Quaternary Ammonium Compound is widely used as disinfectant and antimicrobial agent which works by disrupting the cell membrane of bacteria. It is formulated by the alkylation of tertiary amines with a halocarbon. This compound is positively charged polyatomic ion having an alkyl or
… Read the rest

Master class from Neville Noronha of Dmart

Reading transcripts of Neville Noronhna is a master class in understanding retail market dynamics, D-Mart’s company culture and insight into building a fantastic business

Here are some gems, my notes in red

On Opportunity size 

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Market size is very large. In fact, why do we have to worry? My message even to my competitor is the same thing, “Why worry about each other?” The Pie is big and the pie itself is growing so much. So, there is nothing to worry about competition. If there is anything to worry about, it is about us. We should not
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Kitex Garments – Earnings Power Updated

Another year gone, Got my hands on Kitex Annual report and updated the Earnings Power Box. Lets look at how the company has fared

Before you proceed, its better you go through this post so that you are familiar with terms used below

kitex-2

The Accrual EPS (or reported EPS) saw an increase of 11% while the Defensive EPS declined by 30% and Enterprising EPS declined by 4%

What led to such a sharp decline in Defensive EPS ?

While the company’s purchase of fixed assets reduced by 80% (INR 7.37 Cr Vs INR 31.7 Cr) the working capital increased by INR 47.7 Cr (Last two years they had reduced their working capex). Most of the additional investment is due to the fact that Accounts receivable has increased by 50% and current liabilities have not kept pace with it. Not sure if  company had a significant change in credit policies.

 

Even with a decline in Defensive EPS, the company continues to be in wealth maximisation quadrant

kitex-3

Some other titbits of from Annual report which I found interesting

  • Last year annual report claimed that there capacity was 5.5 lakhs pieces of infant wear per day, this year it’s called out as
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Model Portfolio – Year 2 – Review

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If politicians were stocks ?

With political season simmering, I was wondering what if Modi, Kejriwal and Rahul were stocks – What would be there attributes ? And would you invest in them ? Let us look at the each one of them with an investment lens

modi-vs-rahul-kejriwal

Kejriwal – is a young start-up (1+ year) which has done remarkably well in highly competitive market (Indian politics).  It’s gaining mind share and market share in this competitive market. It’s key assets are it’s alternative political ideology & connect with middle class populace.  It is a brain child of a non-political movement and there are only few handful cases where  a non-political movement  has led to creation of a successful political outfit.  Putting  Kejriwal to test here is what I feel

Growth – Anyone looking to do a stock analysis for a company is probably attracted to it because of its growth. The attraction of growth has probably led more investors into temptation than anything else.  Kejriwal is a young start up hence growth opportunities are huge, the company has right set of product mix to capitalize on the opportunity. It has fared well up until now, however it’s USP is suited to upscale market would they … Read the rest