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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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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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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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