How could investors have avoided investing in the Yes Bank stock in 2017 itself and prevented a massive destruction of wealth Read More
Investment Analysis of CARE Ratings. An interesting opportunity presented by Mr Market because of extreme negativity around the stock Read More
Why a PE ratio of 3 does not necessarily imply “cheap valuations” Read More
Case Study on forensic accounting of a potential multi-bagger.
Step-by-step guide to analyzing the books of accounts and the management of a company Read More
Context to the recent reports about red flags raised by RBI during its inspection of Ujjivan Small Finance Bank. Read More
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
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