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…
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…
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
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…
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?…
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
Why I sold Sterlite Technolgies at a loss
Why I sold Sterlite Tech at a loss?
The demand-supply conditions for the global optical fiber market are such that it warrants a re-look at Sterlite Tech – a top money spinner of the last 4 years
L&T wanted to Buy Back Shares but Where Is the Cash?
L&T wanted to buyback Rs 9000 Cr worth of shares. But, where is the cash?
L&T has not generated any free cash flow for the last 10 years.