Opportunity in financials in India

Introduction Companies in the financial sector in India including banks and NBFIs have created tremendous amount of value over the years. There is a good reason for that. As I have discussed in one of the previous articles as well, it is rare to find businesses which have high returns on capital and at the […]

Coca Cola vs. Sees Candy

Introduction In this article, I want to focus on two types of businesses which are terrific businesses in their own right. Coca Cola and Sees Candies are the best examples of the two types of businesses which I would like to discuss. We can refer to these two businesses as standardized product led competitive advantage […]

Max Ventures – A Unique Demerger Opportunity

I wrote the below article which analyses Max Ventures in November 2016. Introduction In my last article, I described my investment framework and the four areas of focus. The first two areas which I talked about were: Demerger situation New venture started by an established businessman The special quality about these two situations is that […]

My learnings in the Indian stock market

Introduction I have been investing for the past 3-4 years in Indian stock markets. I have read and learned a lot about investing over these years. When I started, I read indiscriminately whatever I could get my hands on including investment philosophy of reputed investors like Charlie Munger, Warren Buffet, Benjamin Graham, Ray Dalio, Howard […]