Common Mistakes
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Biocon – Risky bet on global biosimilars business
Published: Mar 21, 2022 Summary: Biocon is a global biopharmaceutical company finding affordable ways to treat diabetes, cancer, and autoimmune diseases. Its businesses include Generics, Biosimilars, Research Services, and Novel Biologics. It has 13,500+ employees. Biocon Biologics, a subsidiary of Biocon, develops high-quality affordable biosimilars. Biocon Biologics buys Viatris biosimilars assets for $3.33 billion. Viatris Continue reading
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My Mistakes – Good Management, Poor Track Record (Ramco Systems)
Published: Sep 29, 2021 Ramco Systems Ltd (RSL) is a cloud-based technology company with global operations. It provides Enterprise Resource Planning (ERP), HR & Payroll (HRP), Aviation Maintenance and Engineering (M&E), and Maintenance Repair and Overall (MRO) software to customers across the globe. RSL has 24 offices worldwide and 1900+ employees. RSL is listed among Continue reading
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My Mistakes – Good business, unknown management (CARE Ratings)
My Mistakes – Good business, unknown management Moody’s is one of Buffett’s successful investments. Credit Rating is a good business, but I didn’t know much about the management. I overestimated CARE Ratings without knowing the management. My opinion was wrong on CARE. CARE may work in the future, but I don’t want to back unknown Continue reading
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Ten Common Mistakes
Mistake # 1: Buying the wrong stocks at the wrong price According to Buffett, there’s only two things common investors can do wrong: 1) They can buy the wrong ones, and 2) They can buy or sell them at the wrong time. How to avoid it: 1) Find high quality stocks 2) Find the reasonable Continue reading
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My Mistakes: Poor Track Record (Panasonic Energy India)
Panasonic Energy India is one of the largest manufacturer and supplier of dry cell batteries and lighting products. Its products include zinc carbon batteries, alkaline batteries, flashlights and rechargeable batteries. It has 2 manufacturing plants located in Vadodara and Pitambur. Management: – Mr. Mikio Morikawa, Chairman and MD of Panasonic, has been associated with Panasonic Continue reading
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My Mistakes – Good product, unknown management (Bajaj Corp)
My Mistakes – Good product, unknown management I use ‘Bajaj Almond Drop’ hair oil. It is a good product, but I didn’t know much about the management. I overestimated the product without knowing the management. My opinion was wrong on Bajaj Corp. Bajaj Corp may work in the future, but I don’t want to back unknown Continue reading
My Value Picks 