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Ambika CottonPosted onApril 30, 2017May 26, 2020

Ambika Cotton Mills Ltd. – Quality Cotton Yarn Manufacturer

  Introduction Ambika Cotton is engaged in the production of specialty cotton yarn which is used in the manufacturing of premium quality shirts and t-shirts.…

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BlogPosted onFebruary 25, 2017October 2, 2018

Coca Cola vs. Sees Candy

Introduction In this article, I want to focus on two types of businesses which are terrific businesses in their own right. Coca Cola and Sees…

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BlogPosted onJanuary 29, 2017May 26, 2020

Max Ventures – A Unique Demerger Opportunity

I wrote the below article which analyses Max Ventures in November 2016. Introduction In my last article, I described my investment framework and the four…

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BlogPosted onOctober 22, 2016October 2, 2018

My learnings in the Indian stock market

Introduction I have been investing for the past 3-4 years in Indian stock markets. I have read and learned a lot about investing over these…

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BlogPosted onOctober 9, 2016October 2, 2018

Performance of select real estate developers in India

Introduction As we saw in part 1 of this article that we are at the cusp of a turnaround in the real estate sector in…

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BlogPosted onOctober 8, 2016October 2, 2018

Current state of real estate sector in India

Introduction Real Estate industry globally is cyclical in nature and in India it is no different. The real estate cycle is tied to demand and…

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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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