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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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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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BlogPosted onMarch 21, 2019May 26, 2020

Sterlite – a complicated story

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…

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BlogPosted onMarch 2, 2019May 31, 2020

Oberoi Realty – quality real estate business

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…

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BlogPosted onMarch 2, 2019May 26, 2020

Mahindra Holidays – a melting ice cube?

Mahindra Holidays is a company which sells vacation ownership for 7 days per year for 25 years – also known as timeshare. The company earns…

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BlogPosted onDecember 28, 2018May 26, 2020

Narayana Hrudayalaya – Building an affordable model of healthcare at scale

Hospitals provide a necessary service and are hence relatively immune to economic cycles. On the other hand, it is a highly capital intensive business and…

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BlogPosted onAugust 19, 2018May 31, 2020

MCX – time is a friend for this business

I want to find businesses which get better with time like aged whisky. These are businesses which have a competitive advantage which is not only…

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Banks / NBFIsPosted onJanuary 3, 2018June 10, 2020

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…

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BlogPosted onSeptember 11, 2017May 31, 2020

Hawkins Cookers – An Enduring Moat

Introduction In this article, I want to talk about a business which will be any value investors’ delight. It would surely be a favorite of…

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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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