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.

Constellation Software

Last year I asked my friends to send me the names of the companies run by able and honest managers like Warren Buffett. Without hesitating both of them mentioned about Mark Leonard, a terrific guy who runs Constellation Software. I promptly added it to my reading list. In a recent interview, Shane Parrish mentioned about…

United Spirits Limited

Want to become a millionaire? All you need to do is to invest a billion dollars in the airline industry. To complicate it further fund the investment by taking a lot of debt. This is what Vijay Mallya did when he started Kingfisher Airlines in 2003. What is the result? Click here to read the…

Berkshire Hathaway 2015

Archimedes was an Ancient Greek mathematician and physicist. He once said that — Give me a lever long enough and a fulcrum on which to place it, and I shall move the world. The claim of Archimedes is theoretically possible as levers can be used to exert a large force over a small distance at…

Visa & MasterCard

In 1949 Frank McNamara was having dinner in a Manhattan restaurant and when the bill came he realized that he had left his wallet at home. By the time his wife arrived and the bill had been settled, McNamara was deep in thought. After ruminating for sometime McNamara came up with the idea of using…