These are some questions that friends and investors kept coming up with during discussions in the last few weeks. And my attempts at answe...

It is again that time of the year when there is a slight nip in the air, we pull out the sweaters and jackets from the wardrobes and b...

I have always been bullish on the Indian financial sector. My logic is simple. Any industry where there is a very large disconnect between ...

The Indian Plywood industries is at the cusp of a new era. Over the last few years, the organised players (Century Ply, Green Ply, Kitply e...

I have stopped blogging over the last few months to be on the right side of SEBI's guidelines. Now, that there is some amount of clari...

Sintex has come out with a decent set of results for FY2015.  FY2015 Results (Consolidated) Sales : 7006.6 cr (up 20%) PAT : 528.8 ...

I just finished reading Guy Spier's The Education of a Value Investor . Guy is a well-known value investor who runs the Aquamarine Fund...