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. Advertisements

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.

Narayana Health

Average age of heart surgery in the UK is 65 but 45 in India. There is a need for conducting 20 lakh heart surgeries in India. But only 1.2 lakh heart surgeries are conducted. There is a lot of unmet demand. Why is that? Click here to read the rest.

Edelweiss Financial Services

I have been using Google Docs to do my writeup for analyzing companies. For the first time I used Scrivener to do my analysis. I enjoyed writing on Scrivener as it allowed me to focus on individual pieces. And not worry about the document layout. Moving around content is a piece of cake. It’s a perfect tool for…

Reflections On Piramal Enterprises

I started investing in the stock markets [both US and India] from 2006. I never believed in picking individual stocks as I was heavily influenced by John Bogle’s writings. I took a passive route to investing by dollar cost averaging in index funds. Click here to read the rest.