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myvaluepicks
KSB India: A bet on rural theme
My Notes – 2017 BRK Letter
My Mistakes – Great brand, unknown management (KRBL Limited)
Warren Buffett on market valuations and much more
SRF Limited (Amansa Capital’s big bet)
Astec LifeSciences (Godrej Group)
Blockchain
Howard Marks: This is a time for caution
Honda Siel: Kenneth Andrade bought this rural franchise
My Mistakes – Good business, unknown management (CARE Ratings)
My Notes – 2016 BRK Letter
Why did Buffett buy Apple?
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