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 …...
Getting Over the Finish Line- Inflating Profits To Meet Targets
Often is the case that managements set profitability targets or provide guidance on the future profitability to …...
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 …...
Sensex Analysis July 2018
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 …...
Buying a stock? Dont ignore the quality of the company management
Recently, multiple cases of fraud 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 …...
ECIP June 2018
Read our quarterly letter from our investment team on the Emerging Corporates India Portfolio