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Author: Ahmed Madha

Ahmed is building a core competency in investing in Indian equity markets by learning all the investment philosophies. He reads about business valuations and inspired by Michael Mauboussin's writings.
ITC Company – A Curious Case of Capital Misallocation?
Companies

ITC Company – A Curious Case of Capital Misallocation?

Posted on November 24, 2020November 24, 2020 by Ahmed Madha

Reading Time: 7 minutes Source link | Follow Ahmed Madha on Twitter | Subscribe to Financial Tales 3 Reasons Behind Performance of ITC Company Share Price The share of…

Just Dial buyback case study and Framework for analyzing buybacks – Financial Tales
Companies

Just Dial buyback case study and Framework for analyzing buybacks – Financial Tales

Posted on May 10, 2020 by Ahmed Madha

Reading Time: 7 minutes Overview of the Company: Just Dial Limited, headquartered in Mumbai, is one of the leading local search engines in India. The company’s operations began in…

Joel Greenblatt’s Magic Formula in the Indian context – Does it work? – Financial Tales
Companies

Joel Greenblatt’s Magic Formula in the Indian context – Does it work? – Financial Tales

Posted on May 5, 2020 by Ahmed Madha

Reading Time: 17 minutes As the students of investment management domain the one thing which we have learnt is that every professional investor or fund manager is under pressure…

Crisis Investing – Where to hunt? – Financial Tales
Companies

Crisis Investing – Where to hunt? – Financial Tales

Posted on April 9, 2020 by Ahmed Madha

Reading Time: 6 minutes After the brutal, but not completely irrational, crash across the global indices in the past two months and along with very high volatility, there is…

The Curious case of Graphite Electrode Industry – Financial Tales
Companies

The Curious case of Graphite Electrode Industry – Financial Tales

Posted on March 23, 2019 by Ahmed Madha

Reading Time: 11 minutes With all waste or pollution, someone somewhere gains for it. Anonymous We will start this story with Steel Industry and China’s place in the equation.…

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