Chennai Express, ₹20,000 Cr MCap & a Quick Gut Check
A train ride to Chennai. A chance encounter. And a ₹20,000 Cr stock tip that sparked a quick gut check. In this blog, we unpack Sagility India with a no-fluff, back-of-the-envelope review — straight from public data and first impressions.
Medi Assist Healthcare Services Ltd – Is this a good Proxy for Growing Healthcare Industry?
Medi Assist Healthcare Services Limited, is a holding company with a rich history dating back to 2000, which provides third party administration services to insurance companies through wholly owned Subsidiaries, Medi Assist TPA, Medvantage TPA (from February 13, 2023) and Raksha TPA (from August 25, 2023). A third-party administrator is an organization that processes health […]
Case Study Of A Multibagger Stock – REPCO Home Finance
What is a good way to find multi-baggers? Study past successes and failures and implement the learnings in the future Let’s do that. Affordable housing has been a thrust area for the Government for at least a decade now. Many housing finance companies have shown phenomenal growth in the recent past. Let’s understand this with […]
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 […]
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 […]
How could Investors have avoided Yes Bank stock in 2017 itself?
How could investors have avoided investing in the Yes Bank stock in 2017 itself and prevented a massive destruction of wealth
Explained – Corporate Governance Issues at KRBL
Analysis of the corporate governance issues at KRBL
Digging a little deeper can present a great buying opportunity
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
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? […]
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 […]