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Friday, 7 July 2017
PI Industries - another look
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I have been invested in PI Industries for many years now. The aspects which appealed to me first, continue to appeal to me even now. The ...
10 comments:
Thursday, 6 July 2017
Highlights from Book - Common Stocks and Common Sense - Edgar Wachenheim
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Common Stocks and Common Sense by Edgar Wachenheim is a case-study based book on investing. In structure it is similar to Beating the Str...
1 comment:
Thursday, 13 April 2017
Learning from Security Analysis - Part 1
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I have started re-reading Security Analysis, 6th edition, (also will add on things from the 5th ed). I have been putting it on the backburn...
4 comments:
Saturday, 1 April 2017
Aarti Industries - Good Chemistry
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Business Overview • Aarti Industries (AIL) has 3 divisions – o Specialty chemicals - Polymer & additives, Agrochemicals ...
1 comment:
Wednesday, 22 March 2017
Stock Update: Century Ply
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Q3 FY17 investor presentation and concall summary - • Hoshiarpur plant for MDF is to start in Mar 2017 • Sainik sold 11,819 CBM (cubic ...
2 comments:
Saturday, 18 March 2017
Learnings from Buffett's 2017 Annual Letter
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This year Buffett dealt with a few important points. I found his lengthy discourse on the superiority of index funds intriguing - but not r...
Saturday, 4 March 2017
My takeaways from Howard Marks' presentation
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My notes from Howard Marks' presentation on 2-Mar-17: • Definition of "great" companies is dubious. Very difficult to ident...
3 comments:
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