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Friday, 28 July 2017
ValuePickr Goa Meet - Disruptions in Technology
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This year my main presentation at the ValuePickr Goa meet was on disruptions from technology. Being from the tech industry, this is a top...
3 comments:
Friday, 21 July 2017
Stock Update: Supreme Industries
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BEAR CASE RERA to impact housing demand adversely. Negative impact on pipes segment. Competition is strengthening in pipes ...
4 comments:
Monday, 10 July 2017
Learning from Berkshire’s Acquisition Criteria
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Looking at the 100-plus businesses that Buffett has accumulated, a casual observer may feel that it is a collection of random businesses...
1 comment:
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:
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