RBI red flag Ujjivan: Should I be worried??
Context to the recent reports about red flags raised by RBI during its inspection of Ujjivan Small Finance Bank.
IOL Chemicals – Why a PE ratio of 3 is not “cheap”
Why a PE ratio of 3 does not necessarily imply “cheap valuations”
How to profit from the NBFC crisis – Analysis of CARE Ratings
Investment Analysis of CARE Ratings. An interesting opportunity presented by Mr Market because of extreme negativity around the stock
Explained – Corporate Governance Issues at KRBL
Analysis of the corporate governance issues at KRBL
Digging a little deeper can present a great buying opportunity
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
How to profit from the NBFC crisis – Analysis of CARE Ratings
Investment Analysis of CARE Ratings. An interesting opportunity presented by Mr Market because of extreme negativity around the stock
IOL Chemicals – Why a PE ratio of 3 is not “cheap”
Why a PE ratio of 3 does not necessarily imply “cheap valuations”
RBI red flag Ujjivan: Should I be worried??
Context to the recent reports about red flags raised by RBI during its inspection of Ujjivan Small Finance Bank.
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 […]
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? […]