Re-look at HDFC vs ICICI Bank
November 17, 2023Company analysis, Portfolio analysis
Case studies in the financial markets
March 16, 2023Sector analysis
Laurus Labs journey
January 3, 2023Company analysis, Portfolio analysis
Recent M&A in the Pharma space
December 29, 2022Sector analysis
Sectors where China +1 is playing out (or not)
October 31, 2022Sector analysis
Note to self
“A ridiculously-high purchase price for a given stock will cause a splendid business to become a poor investment – if not permanently, at least for a painfully long period. Over time, however, investment performance converges with business performance”
~ Warren Buffet 2018 letter