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Thursday, 17 November 2011

Sintex Industries - Fallen Angel

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Sintex Industries has corrected significantly over the last few quarters. The main reason it has corrected is the currency overhang on th...
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Monday, 14 November 2011

Guru Speak: Warren Buffet's Partnership letters from 1957-1970

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Warren Buffet's early days as an investment manager is documented in these letters. This was before the Berkshire Hathaway days when he ...
Sunday, 13 November 2011

Guru Speak:Michael Mauboussin

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Michael Mauboussin Long Term Investing in a Short Term World Mauboussin is a extremely successful value manager and thought leader. He has ...
Sunday, 6 November 2011

Supreme Industries - Notes from Annual Report'2011

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 Here are my notes on the 2010-11 annual report for Supreme Industries:- * The Company is currently putting plants at two new locations. i...
Wednesday, 2 November 2011

Guru Speak: Charlie Munger

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A couple of old videos of Munger, but worth watching over and over. University of Michingan-2010 Talk at Caltech-2008     ...
Sunday, 23 October 2011

Guru Speak: Interview with Bill Ackman

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Saturday, 22 October 2011

Astral Polyteknik - A Closer Look

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Astral Poly Technik Ltd. (Astral) is a pioneer & market leader of CPVC pipes & fittings in India. Astral is a  licensee of Lubrizol,...
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