Reading Time: 17 minutes Source link | Twitter Handle Key Investment Rationale OCCL is one of the top 4 producers of Insoluble Sulphur (IS) where only 4 players hold 90% market share globally. Demand for Insoluble Sulphur is dependent on the production of rubber or tyres which is related to the auto industry and replacement tyre market. Demand for […]
Tutor Perini Corporation – Coffee with Abhishek
Reading Time: 15 minutes Source link | Twitter Handle I have been working in the construction industry for past 4 years. Thus, I decided to dig deeper to understand how some of the contractors make money and what is their business model. Tutor Perini is a good case study for anyone who wants to understand few insights into construction […]
Revisiting KRBL Ltd – Coffee with Abhishek
Reading Time: 10 minutes Source link | Twitter Handle ‘You learn more about the business after you own it’. Couple of years ago during euphoria of KRBL being called as FMCG company valued at 30 times earnings, I bought the stock. Since then, I have learned a lot about the business so here are some of my findings. Btw, […]
NVR ~ Quality Home Builder – Coffee with Abhishek
Reading Time: 7 minutes Source link | Twitter Handle I have been working in the construction industry and my dad is a home builder back in India. I was never enthusiastic about home builders as I know this is a very fragmented industry with low margins and high working capital requirements. However, the company we are going to discuss […]
Fiat Chrysler (FCAU) – Coffee with Abhishek
Reading Time: 21 minutes Source link | Twitter Handle The investor community has long believed that FCA is an inefficient European automobiles manufacturer, drowning in debt and overexposed to poorly performing European markets or to emerging markets with economic difficulties. Even if there is a little truth to that, things have improved dramatically over the last decade. Fiat Chrysler […]
CARE Ratings Ltd ~ wonderful business at a fair price! – Coffee with Abhishek
Reading Time: 14 minutes Source link | Twitter Handle By now, it is very likely for you to think that my views might be biased and I am just backing up some big investor. Reading through this post may not surprise you at all. My strategy is to find convicted ideas of investors I admire and research them to […]
Argan Inc (AGX) – Low risk; High uncertainty bet! – Coffee with Abhishek
Reading Time: 4 minutes Source link | Twitter Handle I heard about this company when Tobias Carlisle piteched it on Investor’s podcasts episode 188 Tobie is the founder of Carbon Beach Asset Management and an author of Deep Value. I admire him for his thoughtful picks and good research. I decided to look into this when I found similarities with Argan […]
Basmati Rice King – KRBL Ltd – Coffee with Abhishek
Reading Time: 4 minutes Source link | Twitter Handle I came across this company through my twitter feed when I saw Mohnish Pabrai buying KRBL, a company at 30 times its earnings! That’s an outrageous buy for Mohnish looking at his historical track record. He likes to buy companies that are being sold at their next 2-3 year’s earnings […]
Dhandho investor – Coffee with Abhishek
Reading Time: 9 minutes Source link | Twitter Handle I am a huge fan of Mohnish Pabrai and his investment philosophy. I wanted to retain and remind myself of his lessons from his book ‘Dhandho Investor’. The post is about major ideas discussed in the book that stood out to me. I would be happy to share the scanned […]
AerCap Holdings (AER) – Coffee with Abhishek
Reading Time: 10 minutes Source link | Twitter Handle Premise I came across AerCap as I was scanning through Mohnish Pabrai’s Portfolio, It’s his third largest position with 11% of his U.S funds. I am a big fan of his investment approach where he bets on businesses with low risk and high uncertainty, that have higher reward potential in […]
Power of compounding and a math of 15 year old – Coffee with Abhishek
Reading Time: 5 minutes Source link | Twitter Handle I will start with saying that, knowledge is true wealth to succeed in life. Getting a quality education and a job that we like is very important in the beginning. Once we start a job and have a salary, the first and foremost rule to become rich is – to spend […]