Image Credit: Markus Spiske on Unsplash

Stocks We’re Watching

Karan Patel

This is the sixth post in our quarterly update series for Q1 FY20.

In this post, we’re sharing the latest updates of the stocks from our watchlist. Please don’t treat this as a buy recommendation. We find these businesses interesting and we may build position (or buy more of those that are already in our portfolio) in them in the future. The purpose of this post is to bring clarity in our understanding of the businesses we are tracking.  We make our notes on the quarterly results and conference calls. Putting it up here makes it easier for us to refer them at a future date.

You can see the earlier updates here.

Read More

Image Credit: Markus Spiske on Unsplash

Stocks We’re Watching

Karan Patel

This is the fifth post in our quarterly update series for Q1 FY20.

In this post, we’re sharing the latest updates of the stocks from our watchlist. Please don’t treat this as a buy recommendation. We find these businesses interesting and we may build position (or buy more of those that are already in our portfolio) in them in the future. The purpose of this post is to bring clarity in our understanding of the businesses we are tracking.  We make our notes on the quarterly results and conference calls. Putting it up here makes it easier for us to refer them at a future date.

You can see the earlier updates here.

Read More

8 Big Learning from the Second Decade of Warren Buffett’s Investments

Ankit Kanodia

In one of our previous posts, we had written about this project of dividing all the letters of Warren Buffett into six parts representing six decades of Buffett’s investment journey. We also wrote about our learnings from the letters of Warren Buffett in the first decade (1957-1966).

This post is on our learnings from his letters in the second decade (1967-1976). For our readers’ convenience, just like the last time, we’ve put together an illustrated version of the letters. Please click here to download it.

Here are the eight big learnings from the second decade of Warren Buffett’s investment journey.

Read More

Image Credit: Markus Spiske on Unsplash

Stocks We’re Watching

Karan Patel

This is the fourth post in our quarterly update series for Q1 FY20.

In this post, we’re sharing the latest updates of the stocks from our watchlist. Please don’t treat this as a buy recommendation. We find these businesses interesting and we may build position (or buy more of those that are already in our portfolio) in them in the future. The purpose of this post is to bring clarity in our understanding of the businesses we are tracking.  We make our notes on the quarterly results and conference calls. Putting it up here makes it easier for us to refer them at a future date.

You can see the earlier updates here.

Read More

Image Credit: Markus Spiske on Unsplash

Stocks We’re Watching

Karan Patel

This is the third post in our quarterly update series for Q1 FY20.

In this post, we’re sharing the latest updates of the stocks from our watchlist. Please don’t treat this as a buy recommendation. We find these businesses interesting and we may build position (or buy more of those that are already in our portfolio) in them in the future. The purpose of this post is to bring clarity in our understanding of the businesses we are tracking.  We make our notes on the quarterly results and conference calls. Putting it up here makes it easier for us to refer them at a future date.

You can see the earlier updates here.

Read More

Image Credit: Markus Spiske on Unsplash

Stocks We’re Watching

Karan Patel

This is the second post in our quarterly update series for Q1 FY20.

In this post, we’re sharing the latest updates of the stocks from our watchlist. Please don’t treat this as a buy recommendation. We find these businesses interesting and we may build position (or buy more of those that are already in our portfolio) in them in future. The purpose of this post is to bring clarity in our understanding of the businesses we are tracking.  We make our notes on the quarterly results and conference calls. Putting it up here makes it easier for us to refer them at a future date.

You can see the earlier updates here.

Read More

An Introduction to Cement Industry for New Investors

Karan Patel

The cement industry is one of the strategic and vital importance for every growing economy. The humble commodity of cement is used everywhere from construction or renovation of a standalone home to building giant skyscrapers and sea bridges which serve as testaments to human ingenuity and progress. Cement is the most widely used material in existence and is the 2nd most-consumed resource on Earth after water.

So we’ve created this report to simplify how cement industry work. This will definitely help the new investors wrap their head around the cement industry. We also cover the history of the cement industry in India and how the landscape has evolved over the years.

Read More