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…
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…
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…
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…
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…
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…