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…
According to Peter Thiel, there are two kinds of strategies in business – one is copying what already works or horizontal / extensive progress. The…
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…
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…
What will we do if we had one year to live? Will we still continue with our day jobs? What changes will we make to…