Vikas

Suno Sabki, Karo Apni – How I made …

2 Comments / Behaviour, Business fundamentals, Investing / By Vikas

Broad negative opinion about a particular asset can make it

Letter to Mr. M & His Portfolio Per …

Leave a Comment / Behaviour, Industry, Investing / By Vikas

Below is the extract of my letter to my first

How to assess Management’s Quality …

6 Comments / Investing / By Vikas

While the fundamentals of the company could look great, at

Revisiting Investing Thoughts – Le …

2 Comments / Business fundamentals, Investing / By Vikas

I received a letter (yes, snail mail and not email)

Worldly Wisdom: Lessons from the “ …

Leave a Comment / Behaviour, Business fundamentals, Industry, Investing, Marketing / By Vikas

I was intrigued reading the speeches of Mr. Brahm Vasudeva,

ARPU – Contextual Framework

2 Comments / Business fundamentals, Industry, Investing / By Vikas

ARPU – Framework to determine company’s strength

Report Card: 2019 – 1st Half

Leave a Comment / Behaviour, Business fundamentals, Investing / By Vikas

As the 1st half of 2019 draws to a close,

Market Characteristics

Leave a Comment / Behaviour, Investing / By Vikas

Last week, I happened to meet a fund manager who

Investment Lessons + Framework + Princip …

2 Comments / Behaviour, Business fundamentals, Investing / By Vikas

One of the most profound interviews of a fund manager

Vakrangee Ltd: Deceptively Obvious!!

5 Comments / Behaviour, Business fundamentals, Industry / By Vikas

Sometimes, the most difficult thing is to be able to

Know Thy Customer!!

Leave a Comment / Behaviour, Business fundamentals, Industry, Investing, Marketing / By Vikas

As the saying goes, “You can tell a man’s character

Adlabs Entertainment Ltd: No entertainme …

4 Comments / Behaviour, Business fundamentals, Investing / By Vikas

While visiting Imagica, the flagship theme-park of Adlabs Entertainment Ltd.

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