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Author: kashifkidwai

Value investor
Banks / NBFIsPosted onJune 7, 2020June 7, 2020

Manappuram / Muthoot – looking from a different lens

Traditionally, gold loan companies are thought of as NBFCs. But lets look at them from a slightly different perspective – as pawn brokers, which they…

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Bajaj FinancePosted onMay 31, 2020May 31, 2020

Bajaj Finance – Retail Finance Franchise

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…

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Booking HoldingsPosted onMay 25, 2020May 25, 2020

Booking Holdings

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…

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Company notesPosted onMay 24, 2020May 27, 2020

Keywords Studios PLC – picks and shovels for the Gaming industry

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…

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BlogPosted onApril 13, 2020

Navigating the Coronavirus Crisis Part 1 – Obvious Ideas

I was listening to the Patrick O’Shaughnessy podcast – invest like the best – with Gavin Baker. He talks about an important theme which I…

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BlogPosted onApril 8, 2020April 8, 2020

Coronavirus Crisis

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…

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Annual LettersPosted onJanuary 26, 2020January 26, 2020

Annual letter 2019

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…

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Book ReviewPosted onMay 13, 2019May 17, 2019

Zero to One by Peter Thiel

According to Peter Thiel, there are two kinds of strategies in business – one is copying what already works or horizontal / extensive progress. The…

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Book ReviewPosted onMay 13, 2019May 13, 2019

Superintelligence by Nick Bostrom

One day, machines will surpass humans in intelligence. The question is not if but when. Already we have machines which are more intelligent than humans…

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Banks / NBFIsPosted onApril 14, 2019May 31, 2020

Manappuram / Muthoot – enduring or fleeting competitive advantage?

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…

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Mental Models

  • Dominate a small market first
  • Economies of scale
  • High return high reinvestment
  • High return low reinvestment
  • Monopoly
  • Network effects
  • Power law
  • Pricing power
  • Product market fit
  • Retail Finance Franchise
  • Surfing

Companies

  • Ambika Cotton
  • Bajaj Finance
  • Booking Holdings
  • Hawkins Cookers
  • Keywords Studios
  • Mahindra Holidays
  • Manappuram
  • Max Ventures
  • MCX
  • Muthoot
  • Narayana Hrudayalaya
  • Oberoi Realty
  • Sterlite

Industry

  • Banks / NBFIs
  • Exchanges
  • Gaming
  • OTA
  • Pawn shops
  • Real Estate

Book Review

  • Superintelligence by Nick Bostrom
  • There is no such thing as a self-made man by P P Chhabria
  • When breath becomes air by Paul Kalanithi
  • Zero to One by Peter Thiel

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