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