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…
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.…
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…
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…
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…
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…