What is the history of the company and management?
Before starting the analysis, you have to look at the company’s background and management. You need to know what is the business of the...
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Special situation investing
Joel Greenblatt’s book “You Can Be a Stock Market Genius…” beautifully explains event-driven investing also called Special situation...
How to identify turnaround investments
Investing is all about the unknown future. More unpredictable the future, the better maybe the investment returns. Often an investment...
What creates value in a company?
A look at growth at a reasonable price. A simple answer to this would be growth. Future growth can be of two forms, one negative or zero...
What to expect from your investment portfolio?
In March 2020, the expected returns were high but not a lot of people invested. Now when the markets have zoomed, people expect that the...
The ultimate dilemma - invest or withdraw?
2020 will be marked as a unique year that has demonstrated the capital market’s pessimism as well as optimism. A lot of this is...
Investment advisory, the new paradigm!
In mid-2012, I started toiling with the idea of investment advisory in India. Investment advisory was still at a nascent stage and a lot...
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