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Category: India Equity

Voltamp Transformers Ltd: Investment Thesis – Introspeck
Companies

Voltamp Transformers Ltd: Investment Thesis – Introspeck

Posted on December 2, 2020 by Umang Shah

Reading Time: 4 minutes Continuing from the previous post, I found Voltamp Transformers Ltd. to be an outlier and decided to study it further. Based in Baroda, the co.…

Investment Thesis – Part 2 – Introspeck
CCL Investment Blog

Investment Thesis – Part 2 – Introspeck

Posted on September 5, 2020 by Umang Shah

Reading Time: 5 minutes Part 1 covered the Industry Map and the fundamentals of the company wherein we established the market dynamics and above average fundamentals of CCL. Here…

Investment Thesis – Part 1 – Introspeck
CCL Investment Blog

Investment Thesis – Part 1 – Introspeck

Posted on September 5, 2020 by Umang Shah

Reading Time: 4 minutes Part 1 covers the industry map and company fundamentals. Industry Coffee happens to be one of the most traded agricultural commodities in the world. Global…

Nucleus Software Exports Ltd. – Investment Thesis – Introspeck
Companies

Nucleus Software Exports Ltd. – Investment Thesis – Introspeck

Posted on June 3, 2020 by Umang Shah

Reading Time: 5 minutes Nucleus Software Exports Ltd. (NSL) is a Banking software product company which operates primarily in selling Lending Solutions software. The company has a range of…

Business Pitfalls: Matrimony.com Ltd. – Introspeck
bharatmatrimony

Business Pitfalls: Matrimony.com Ltd. – Introspeck

Posted on February 24, 2020 by Umang Shah

Reading Time: 4 minutes Looking to invest in more and more of businesses that exhibit network effects, I happened to get real excited with the business prospects of Matrimony.com…

Aditya Birla Fashion and Retail Ltd. – Investment Thesis – Introspeck
ABFRL

Aditya Birla Fashion and Retail Ltd. – Investment Thesis – Introspeck

Posted on February 10, 2020 by Umang Shah

Reading Time: 6 minutes Aditya Birla Fashion and Retail Ltd. (ABFRL) is the largest listed apparel retailer in India and was formed on account of merger of 2 separate…

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