Let us start with a scenario where you have stumbled upon a potentially brilliant stock idea. It is a potential multi-bagger story. Some of your friends have bought it and told you about it or you have read about it somewhere or you have information from sources that a big investor has recently bought into… Continue reading Where to start researching a Company?
What is the Business? Kitex Garments makes infant wear and supplies to the big retailers in the US market Industry Structure Major players in the US retail industry for infant wear are Carter, Gerber, Kohl, Children’s Place. These players sell through E-commerce websites, supermarket chains like Walmart, JC Penny, Target and also through other standalone… Continue reading Kitex Garments
What is the Business? Ambika Cotton is a speciality yarn producer based out of Tamil Nadu (Dindigal). It produces speciality compact yarn from long staple cotton procured from the US, Australia and India. Industry Structure Yarn production is a highly competitive industry with large labour requirement. Wide variation on raw material prices (cotton) cause frequent… Continue reading Ambika Cotton
Let us start by revisiting why anybody invests money. E.g. suppose one can buy 4 apples for Rs 100 today. Instead of buying the 4 apples and eating them today, if one invests the money for say 10 years, then one should be able to buy more than 4 apples with the same money 10… Continue reading Basics of Investing
The Indian stock markets have been performing well in the recent past and the benchmark Sensex Index reached an all-time high of 36,443 on 29th Jan-18. Though the consensus is that India is the economy and the stock market to invest in, for the next decade investors are also worried about the fact that the… Continue reading Investing at Market Peaks