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
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