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
Category: Business fundamentals
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
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
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
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
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
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
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
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)
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