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 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.
I am a big fan of Matt Brice writings. Why is that? He keeps it simple and focuses on key variables that actually matters. Matt penned the following lines and it made me to jump up and down in joy. Click here to read the rest.
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.
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…
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.
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…