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 “high or low-scoring ground or pitch”. …...
Mutual Funds are Subject to ‘Re-routing’
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 ‘CX & K’ 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 …...
Assessing a Company’s Quality of Management Before Investing
Recently, multiple cases of frauds have come to light where shareholders have suffered near permanent loss of …...
A Holistic Approach to Identifying Quality Businesses
The advantages of focusing on quality cannot be understated. By investing in quality you significantly reduce the …...
How Long Should You Stay Invested?
There is a lot of literature out there on investing that mostly focuses on buying decision. However, …...
Beware of the Rising U.S. Bond Yields!
The Raging bull rally in 2017 in U.S. Market which continued in January 2018, has been halted …...
Distress & Deep Value Investing: Hidden Leverage
Leverage is one of the major causes of a firm’s distress. It is not just limited to …...