Introduction Ambika Cotton is engaged in the production of specialty cotton yarn which is used in the manufacturing of premium quality shirts and t-shirts. While yarn manufacturing is a commodity business, Ambika has managed to carve out a profitable niche for themselves. Consistent with the commodity nature of the business, most other companies’ margins fluctuate […]
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 […]
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 […]
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 […]
Introduction As we saw in part 1 of this article that we are at the cusp of a turnaround in the real estate sector in India. We are probably 2-3 years away from a broad-based recovery. If that is so, the next question is – what is the best way to take advantage of this […]
Introduction Real Estate industry globally is cyclical in nature and in India it is no different. The real estate cycle is tied to demand and supply of real estate and it is in turn closely tied to the cycles of construction activity and the economy in general. The dynamics of demand and supply of real […]
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