EBV Clusters and Their Usage â One Size Does Not Fit All
âIntrinsic value equals the present value of future free cash flow. Because the future is unknowable, you …...
Returns vs. Risk â The Unexpected Side
While evaluating performance, a lot of attention is given to returns while ignoring the risk taken to …...
Does PE Ratio Tell Us Anything About Value?
The Price to Earnings or PE ratio is a widely used valuation ratio. You would quite often …...
Systematic Assessment of Quality of Earnings
While analyzing a company, a systematic approach to assess the Quality of Earnings is one of the …...
The Market and Its Mood Swings
As markets in general and especially the small and mid-cap indices are going through turbulent and volatile …...
Investing: Are You Playing on a High-Scoring Ground or a Low-Scoring One?
If you follow cricket, you would be aware of terms like âhigh or low-scoring ground or pitchâ. …...
Mutual Funds are Subject to âRe-routingâ
Recently, I was travelling from Mumbai to Pune by train, with about 100 other co-passengers on board. …...
Lost and Found: The Many Acquisitions of a Travel Company
About the company We recently worked on a company (referred to as âCX & Kâ hereafter) engaged …...
Distress & Deep Value Investing: Where is the Stress?
One of the challenges a disciplined investor faces is a dearth of opportunities as the market cycle …...