Bajaj Finance has been one hell of a wealth generating machine over the last decade. Their stock has appreciated at a CAGR of 35% pa…
Booking is the largest OTA (Online Travel Agency) globally. It also owns Priceline, Kayak, Agoda. Major Shareholders Shareholding is widely dispersed with the highest with…
Keywords Studio is the largest and most diverse provider of outsourced services to the video game industry. They have grown over the years through acquisition…
I was listening to the Patrick O’Shaughnessy podcast – invest like the best – with Gavin Baker. He talks about an important theme which I…
The world is going through an unprecedented crisis. So far, a few countries have deal with it in an effective manner including China, Singapore, South…
I manage my own and a few friends’ portfolios. The return since inception (June 2018) till 31 December 2019 is 32% CAGR. The biggest contributors…
Manappuram and Muthoot are the most profitable NBFCs in India. You can see this from Figure 2 of an earlier post here. I’m using return…
Introduction Sterlite is a vertically integrated manufacturer of fiber optic cables. The manufacturing of fiber optic cable starts from silicon chemicals which is converted into…
Following up from the first two articles about real estate (you can find them here and here). Since the articles were quite long, I’m going…
Mahindra Holidays is a company which sells vacation ownership for 7 days per year for 25 years – also known as timeshare. The company earns…