Skip to content

Jaagrav

Investment Musings

  • Home
  • About me
    • Contact
  • Business fundamentals
    • Insurance
  • Investing
  • Industry
  • Behaviour
  • Subscribe

Category: Business fundamentals

February 17, 2019February 17, 2019 Vikas

Veins = Working Capital

Behaviour, Business fundamentals, Investing
Veins = Working Capital

Last week, while I was talking to one of my banker friends, he brought about a very interesting point about how so many companies have

Read More
February 10, 2019February 10, 2019 Vikas

Tata Motors = “Ghata” Motors

Behaviour, Business fundamentals, Industry, Investing
Tata Motors = “Ghata” Motors

While I had written about Tata Motors in Quotational Loss = Buying Opportunity? on July 22, 2018 wherein I refrained from catching the “falling knife”, unless

Read More
January 13, 2019January 13, 2019 Vikas

Musings – Conditions & Sample Size

Business fundamentals, Investing
Musings – Conditions & Sample Size

Bertrand Russell said, “The man who has fed the chicken every day throughout its life at last wrings its neck instead.” The past is often

Read More
January 6, 2019January 6, 2019 Vikas

2018: My Stock Performance Report Card

Behaviour, Business fundamentals, Industry, Insurance, Investing
2018: My Stock Performance Report Card

As I put my year-end thoughts in a condensed post Revisiting 2018, a dear friend, Gaurav asked me about the performance of the stocks which

Read More
December 29, 2018December 29, 2018 Vikas

Revisiting 2018

Behaviour, Business fundamentals, Industry, Investing
Revisiting 2018

As 2018 draws to a close, I would like to draw your attention to a condensed version of my thoughts / writings which I put

Read More
October 28, 2018November 18, 2018 Vikas Agarwala

D-Mart Vs Future Group : Observations

Business fundamentals, Investing
D-Mart Vs Future Group : Observations

As the saying goes, “You can tell a man’s character by looking at his shoes”, one can also spot the character of a business by

Read More
October 14, 2018November 18, 2018 Vikas Agarwala

Maruti: Pyramid Business Model – Reason for success!!!

Business fundamentals, Investing
Maruti: Pyramid Business Model – Reason for success!!!

Sneak peek into the history of Maruti provides one startling insight. The company started selling its first vehicle, Maruti 800 in 1983 at a price

Read More
September 30, 2018November 1, 2018 Vikas Agarwala

IHCL – Winner of Taj Mansingh Hotel auction: Really?

Behaviour, Business fundamentals, Investing
IHCL – Winner of Taj Mansingh Hotel auction: Really?

The Indian Hotels Corporation Ltd. (‘IHCL’) or Taj Hotels & Resorts, won the fiercely contested auction last week against ITC to keep the iconic Taj

Read More
September 23, 2018November 1, 2018 Vikas Agarwala

DMart – Saturating the Circle

Business fundamentals, Industry, Investing
DMart – Saturating the Circle

It’s not where are you today, but how have you grown over time is the key. One of the key reasons for D-Mart (Avenue Supermarts)

Read More
September 9, 2018November 18, 2018 Vikas

High-priced stocks: Where is the denominator?

Behaviour, Business fundamentals, Investing
High-priced stocks: Where is the denominator?

While talking to a friend of mine, Avnish last week, he casually asked: Is there any stock which you are considering buying? Since I have

Read More

Posts navigation

Older posts

Search

About Me

  • Name: Vikas
  • Born on Feb 3 (18 till I die!!)
  • Attempting to put my thoughts in the areas of Investing, Risk & Human Behaviour
  • My favourite question: “What legacy will you leave behind?”

 

Categories

Archives

  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • March 2017
All Right Reserved 2016
Proudly powered by WordPress | Theme: Gist by Candid Themes.