Author: Himanshu Sinha

Himanshu is hugely into Value Investing, Complex Adaptive Systems, Business Analysis, Behavioral Finance, and Spotting Market inefficiency.

A Study on the Biodiesel Market

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 & non-toxic. By applications, the biodiesel market can be classified into two sections, mainly power generation and transportation. This study will focus on both separately in terms of market research. For […]

Football: The Color of Money

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 also love sports and by sports I mean football. It’s the perfect balance because my love of financial valuations takes my mind off football and vice-versa. But as a combination, […]

Oil India: Forget the Oil Price

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 any improvement from current levels,” wrote analysts from Kotak Institutional Equities in a report on 23 August,2020. The  analysts saw a sharp decline in oil prices which coincided with a […]

Syngene Valuation: Quantifying the Qualitative

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 include integrated drug discovery and development capabilities in medicinal chemistry, biology, in vivo pharmacology, toxicology, custom synthesis, process R&D, formulation and analytical development along with clinical development services. Syngene is […]

ITC: Sum of Parts Valuation

Reading Time: 5 minutes ITC is one of India’s foremost private sector companies with a market capitalization of US $ 50 billion and Gross Sales Value of US $ 10 billion. ITC has a diversified presence in FMCG, Hotels, Packaging, Paperboards & Specialty Papers and Agri-Business. I decided to value ITC using a discounted cash flow model. The only […]

Markets and the Price of Risk

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 to relent but someone hasn’t told this to Mr. Market. Nifty is soaring upwards of 10,800. The bulls and the bears are locking horns again. What is the price of […]

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