Context to the recent reports about red flags raised by RBI during its inspection of Ujjivan Small Finance Bank. Read More
RBI red flag Ujjivan: Should I be worried??
IEX India – analysis of a highly profitable monopoly business
This article was originally published in Moneylife Magazine Link to the IEX India article on Moneylife Magazine The editors of Moneylife have been kind to also let me host an edited version of the article on my blog. Would you like to own a monopoly platform business which makes 80% operating margins and which… Read More
What should I do with my holding in Piramal Enterprises
The stock price of Piramal Enterprises has cracked in the last 2 weeks. The name of Piramal Enterprises is now taken in the same breath as that of DHFL, Reliance Capital, Yes Bank, Indiabulls Housing Finance and other wealth destroyers. If you are an investor in Piramal Enterprises, what should you do with your holding?… Read More
Why IRCTC IPO is likely to double on listing?
The article analyses the triggers that could result in doubling of profits of IRCTC in the next 1 year and hence the stock price doubling in the next 1 year Read More
Stocks for the Bear Market – Cyclical play: Ashok Leyland
I came across this quote and it got me thinking – as a stock market investor, how can I make use of the economic slowdown we are witnessing in India right now? The sector that is generally affected the most in an economic slowdown is the auto sector. And hence newspapers have been full of… Read More
Stocks for the Bear Market – Analysis of AIA Engineering
What kind of stocks should one buy in a bear market? Especially given the fact that bear markets are often accompanied by a slowdown in the local and/or global economy? We need to find companies with robust business models. We want companies with low debt so that they can survive through difficult times. We want… Read More
How you could have avoided losing money in the stock of Denis Chem Lab?
In this series we analyse post-facto how we could have avoided losses while investing. This will serve a great learning experience to avoid future losses Read More
