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 the book may not be applicable today, the book has got some pieces of timeless wisdom and principles that are even applicable now. It’s not surprising that Warren Buffet has […]
Cera Sanitaryware – What will the next 10 years look like? – The Curious Investor
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, which is expected to be in poor shape in the near future but has good long term growth drivers The industry has a high share of unorganised players and is […]
Can you time the Nifty using the P/E ratio? – The Curious Investor
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 fund is a great way to get exposure to equities and build wealth over the long term. However, I have always been curious about rules based passive investing i.e. making […]
Great, Good and Gruesome Businesses – What are they? – The Curious Investor
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 in Motilal Oswal’s 13th Wealth Creation Study. For experienced value investors this is probably a very obvious concept and deeply ingrained in their thinking but it was a particularly eye […]
Balkrishna Industries – Can The Compounding Machine Continue? – The Curious Investor
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 has low growth prospects but is a moderately attractive industry to be in because of the high entry barriers The company has delivered strong operational performance over the last decade […]
About the Blog – The Curious Investor
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 the right questions. In line with this philosophy, and taking a cue from Ben Graham’s “Intelligent Investor” and Basant Maheshwari’s “The Thoughtful investor”, I have called this blog “The Curious Investor” […]
About Me – The Curious Investor
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 about stock market investing, venture capital investing and entrepreneurship (basically anything to do with long term wealth creation). I especially enjoy stock market investing and find it intellectually stimulating. I […]