Three bucket framework to Investing

For Value Investing Almanack, Anshul Khare asked me the following question: “Being a value investing disciple and also working in a company which is at the bleeding edge of technological disruption, how has your investing style evolved in last five years?”. Click here to read the rest. Advertisements

Beautiful Investment Analysis

Sherlock Holmes and Dr. Watson went on a camping trip. They pitched their tent under the stars and went to sleep. In the middle of the night, Holmes woke Watson up and started a conversation. Click here to read the rest.

Bajaj Finance

Sometimes being late to a party might workout very well in your favor. Indian economy grew at a high rate of 9.5 percent from 2005 to 2007. Money was cheap and inflation was low. Click here to read the rest.

Indian Banks – Lay of the Land

A kid went to his father and told that he scored 10th rank in his class. His father being a rational man asked, how many students are there in your class? To which his son responded: 10. Jokes aside, there is an important lesson to learn. Click here to read the rest.

Shemaroo Entertainment

What’s a better learning strategy: covering a subject in full detail from top-to-bottom or progressively sharpening a quick overview? The better way to learn is to use the idea of progressive rendering. Get a rough outline as quickly as possible. Then gradually improve your understanding of the subject over time. This document is a rough outline…

Wonderla Holidays

Wonderla Holidays is in the amusement park industry. An amusement park is a collection of rides and activites to entertain a large group of people. I spent sometime studying the business model of Wonderla. Click here to read the rest.

Indian Investing Conclave

Indian Investing Conclave conducted an online session a couple of weeks back. In it 16 well known investor presented their investing philosophies. I spent sometime listening to the session and took detailed notes of 10 sessions. If there are errors in the notes, then it’s because of my negligence. Click here to read the rest.