Trying to simplify finance, does it work?
These days there are so many finance influencers on YouTube, authors of personal finance books, and online and in-person courses on...
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How can US and Canadian NRIs invest in India?
Mutual funds, AIFs etc. are not tax-efficient solutions for the USA and Canada-based NRIs. There are more straightforward options to...
WACC, the most debatable topic in Finance
Any asset can be valued by discounting its future cash flow via a discount rate. This discount rate is called the weighted average cost...
Why equity investing can’t be taught but only learnt?
It is not unusual for investment professionals to get teaching assignments. I still remember I had the first assignment within a week of...
How much is good enough?
Over the last decade, I had the opportunity to manage the money of a lot of successful people in the corporate and startup world. The...
Knowing the expectations treadmill trap
Just like a treadmill, if you continue to increase the speed, at one stage you either push the ‘emergency stop’ button or you may fall....
How to identify consistent compounders?
Before we understand how to identify consistent compounders, we need to know what consistent compounders are. These are those companies...
How to invest and get rich
Who doesn’t want to get rich? However, rarely do people equip themselves with the right mindset. What does it take to be rich? Planning...
Do not invest without knowing the risk!
Risk means the degree of uncertainty or potential financial loss inherent in an investment decision. In simple terms, the risk of losing...
Time-tested method to grow money
The most commonly accepted notion regarding wealth creation can be summed up as follow spend less than what you earn and then invest what...
What is the margin of safety?
The margin of safety is the difference between the fair value of a stock and its market price. Warren Buffet says, ‘price is what you...
What should be the price?
After you have studied the business and industry, you understand the prospects. Once you are confident of the prospects of the business,...
Does the company have a suitable organizational structure and management depth?
An organization's culture is the personality of a company just like individuals have personalities. What is organizational culture? An...
Does the company have a rational capital allocation policy?
What is capital allocation? In simple terms, it is how intelligently capital is invested. When a promoter starts there is a certain...
What are the addressable market opportunity and their key drivers?
This is a very important aspect to research the kind of themes that can play out in the future. Someone who had invested in Colgate in...
Does the company enjoy an Economic Moat?
An advantage that the company enjoys in comparison with the competition. What is an Economic Moat? A term given by Warren Buffett means...
What is the competitive landscape?
As the level of competition and regulation in any sector increases, the fortune of that sector gets impacted. Type of competition Perfect...
How to calculate the return of a company?
There are many ways to assess the return profile of a company starting from readily available data to a more complex calculation. Return...
What are the company’s cost and margin structure?
The investor must understand the past cost and margin structure and changes in the same. The purpose is to look at the long-term trends...
Are the company’s terms of trade favourable? Is Cash flow healthy
The investor must assess whether the company has reasonable bargaining power with its customers and suppliers. Additionally, ensure that...
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