Reading Time: 5 minutes Biodiesel is produced from waste vegetable oil, soybean oil or animal fat sourced from restaurants, industrial food producers. It is carbon neutral, rapidly biodegradable &…

Reading Time: 6 minutes I have two passions in life and they are wildly different. I love analyzing and valuing businesses, which is why I started my blog. I…

Reading Time: 6 minutes This bull run has been nothing short of historic in terms of the public outcry it has generated. Almost every expert (at least  all value…

Reading Time: 7 minutes Debt is bad. At least that’s the conventional wisdom among most investors, especially in India. Yet in a survey conducted by Mckinsey, CFOs all over…

Reading Time: 7 minutes Commodity companies are generally prisoners to commodity prices. NMDC is no different in this regard with respect to iron ore prices, however it is trying…

Reading Time: 6 minutes “Our reverse valuation exercise suggests that the stock is already discounting dated Brent crude price recovering to about $50 per barrel, providing limited leverage to…

Reading Time: 6 minutes Markets all over the world put a premium on growth. Companies chase it and make it their holy grail. In the Indian stock market context,…

Reading Time: 6 minutes Syngene International is engaged in providing contract research and manufacturing services from lead generation to clinical supplies to pharmaceutical and biotechnology companies worldwide. Syngene’s services…

Reading Time: 3 minutes How do we know markets are efficient? But before that, what is market efficiency? Market efficiency as a concept championed by Eugene Francis Fama basically…

Reading Time: 5 minutes This is my first blog post in a series of posts where I value companies from the top down and explain my story for the…

Reading Time: 4 minutes What is the price of risk? Not very much it seems as I sit here writing this on the 13th of July. The pandemic refuses…