Investing

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

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.

Bajaj Auto: Pearls of Wisdom – Cha …

3 Comments / Business fundamentals, Investing / By Vikas

While it is comparatively easy to look at numbers and

Vodafone Idea: “What if?”

1 Comment / Behaviour, Business fundamentals, Investing / By Vikas

While Vodafone Idea created history by becoming the first Indian

Eicher Motors: Blockbuster Business Mode …

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

Originally, the word “Blockbuster” was used to describe large bombs

ICICI Lombard: Curious case of Operating …

1 Comment / Investing / By Vikas

How many legs does a dog have if you call

DMart : Assumptions Rationale

1 Comment / Behaviour, Business fundamentals, Industry, Investing / By Vikas

As the financial year for companies draws to a close

Relativeness Vs Absoluteness: 20% Net-wo …

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

While I wrote about the aviation industry being under stress

[subscription_box]