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…
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…