ECIP December 2019
Read our quarterly letter from our investment team on the Emerging Corporates India Portfolio
MSSP December 2019
Read our quarterly letter from our investment team on the Moats & Special Situations Portfolio
SBI Cards – Reported Profits vs Economic Profits
Reported financials have to follow accounting guidelines when they are presented to investors. However, while analyzing, it …...
SIP Investing – An Odd(s) Study – Part 2 – Returns vs. Valuations
This is a follow up on our study in Sep-19 on Systematic Investment Plans (SIPs) and odds …...
A Healthcare Company – High on Accounting Steroids
We recently worked on a company operating hospitals and healthcare centers in India. While low penetration of …...
From the Prodigal Son to the Black Sheep?
Recently, while working on the Indian arm of a global engine manufacturing company (hereinafter referred to as …...
ECIP September 2019
Read our quarterly letter from our investment team on the Emerging Corporates India Portfolio
MSSP September 2019
Read our quarterly letter from our investment team on the Moats & Special Situations Portfolio
SIP Investing – An Odd(s) Study
I came across this chart over the internet which suggests that instances of negative returns decreases with …...