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Axtel Industries Limited: A proxy to packaged food industry
@Anant wrote: Axtel industries Ltd. is engaged in the manufacture of custom designed food processing plants and machineries as per the requirements and specifications of food and pharmaceutical...
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ICICI Lombard - Quality franchise in under penetrated industry
@vivek_mashrani wrote: About the company: ICICI Lombard is one of the largest general insurance company in India based on Gross Direct Premium Income in FY19. It was founded as a JV between ICICI Bank...
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International Generics 2.0: Embedding new Learnings in a re-drawn Map
@NauticalTwilight wrote: This post deals with overall introduction to the International Generics industry At the outset, kudos to all the folks (@crazymama @ankitgupta @ananth @Donald @spatel ) who as...
View ArticleActionables 2.0: Perennial Favourites
@ashwinidamani wrote: @Donald Basically there are two types of companies. One that invest in capacities and another which invest in capabilities. Let me share with example of cement cos. While some...
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Actionables 2.0: Rational Action/Knowing yourself better
@phreakv6 wrote: There are two things in this post - Somwhat mathematical, somewhat probabilistic and behavioral, maybe even philosophical (they are all inter-related anyway). Some things I have have...
View ArticleLockdown - Extension - Market Timing Agility
@zygo23554 wrote: A counter intuitive possibility that emerges from second level thinking… India will come back to normalcy much faster than all other countries - we cannot afford a lock down nor...
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VP Productivity 2.0: Emerging Moat Deep-Dive Template - Processors
@Donald wrote: Guys/Gals, This is a CALL for Volunteers/Deep-Dive Interested learners and practitioners to raise their hands for collaborative deep-dives into emerging businesses! To make this...
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ICICI Lombard - Quality franchise in under penetrated industry
@vivek_mashrani wrote: About the company: ICICI Lombard is one of the largest general insurance company in India based on Gross Direct Premium Income in FY19. It was founded as a JV between ICICI Bank...
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Long Cycles 2.0: Learnings from Secular Crashes-Market Cycles and our...
@basumallick wrote: I did some basic number crunching to try and find patterns in the previous major market crashes. Below are some initial thoughts. Will see if I can develop on this theme further....
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VP Productivity 2.0: Emerging Moat Deep-Dive Template - Processors
@Donald wrote: Guys/Gals, This is a CALL for Volunteers/Deep-Dive Interested learners and practitioners to raise their hands for collaborative deep-dives into emerging businesses! To make this...
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Galaxy Surfactants
@deevee wrote: Hi All Starting this thread on Galaxy Surfactants as I could not find any thread on it. Moderators please feel to change if required. Thanks. What are surfactants? Surfactants are...
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Using Pivot Tables/Charts, Slicers & Screener to Semi-Automate Historical...
@hack2abi wrote: Firstly, I would like to deeply thank Mr Pratyush Mittal and his team at Screener.in for developing this amazing website and making it freely available to everyone to use, without...
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ICICI Lombard - Quality franchise in under penetrated industry
@vivek_mashrani wrote: About the company: ICICI Lombard is one of the largest general insurance company in India based on Gross Direct Premium Income in FY19. It was founded as a JV between ICICI Bank...
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Hitesh Patel: Our Simple, Uncluttered, No-nonsense Mentor
Gujarati doctor turns value investor after reading Buffett, Lynch; makes a killing Patel claims to have generated up to 45 times return on select stocks over the past few years. Rahul Oberoi,...
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NALCO - lowest cost producer of alumina and bauxite
National Aluminium Company Ltd (NALCO) is in the business of manufacturing and selling alumina and aluminum. It is a miniratna company with a government ownership of 51.5% (as of March 2020). NALCO is...
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Ayush Mittal-Pratyush MIttal: Killer Combo that keeps delivering more for VP...
100-bagger return in 6 years! Lucknow lads prove their mettle on D-Street Over the past decade, the Mittal brothers developed a flair for spotting value bets. Last Updated: Aug 04, 2017, 03.12 PM IST...
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International Generics 2.0: Embedding new Learnings in a re-drawn Map
This post deals with overall introduction to the International Generics industry At the outset, kudos to all the folks (@crazymama @ankitgupta @ananth @Donald @spatel ) who as industry outsiders tried...
View ArticleCrisis 2020 - Where to invest safely?
I have been a regular reader to this forum and benefited tremendously. My contribution was less so I thought to pen down my limited views to contribute to this forum. Below is my analysis and few...
View ArticleKotak Mahindra Bank - Low Cost Liability Banking Franchise
Kotak is a well known bank across the country. Since there is no existing thread, I would like to take the opportunity to create one. Key banking numbers in FY19: PAT Margins: 17% RoA: 1.7% CASA...
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Sandur Manganese
About the Company: 65 Year old company Y.R. Ghorpade, the former Maharaja of Sandur, after he merged the Sandur State with Union of India, was awarded a mining lease over an area of 7500 ha. It was...
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