Reading Time: 14 minutes The Intelligent Investor by Benjamin Graham, written over 70 years ago, is a classic on value investing. While some of the specific practices prescribed in…
Author: Purav Shah
Purav analyses a company/sector and ends by asking the key questions that are likely to determine the success of the investment. He tries to answer these questions and decides that they should go (in the words of Charlie Munger) in the “too hard (to answer) pile”.
Reading Time: 14 minutes Cera operates in the sanitaryware, facuetware and tiles space The segments it is present in are linked with the growth of the real estate sector,…
Reading Time: 6 minutes Index Investing and Systematic Investment Plans (SIPs) are becoming increasingly popular forms of investing. Putting aside some money every month in a low cost index…
Reading Time: 3 minutes Warren Buffett first discussed the idea of a great, good and gruesome business in his 2007 shareholder letter and then I read about it again…
Reading Time: 10 minutes Summary BKT has been a phenomenal wealth creator (36% CAGR i.e. 22x over last 10 years) It operates in the Off-Highway Tyre (OHT) segment, which…
Reading Time: 2 minutes In investing (like with many things in life) it is not always possible to have all the right answers but it is important to ask…
Reading Time: 2 minutes I’m an Associate Consultant at Bain & Company. I graduated from IIM Ahmedabad in 2020 and from the University of Cambridge in 2016. I’m passionate…