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Mastek – Focus on Oracle Cloud ERP, UK Govt., and Salesforce
Updated: Sep 23, 2022 Summary: Mastek is a global software solutions and systems integration service provider which designs, develops, integrates, and maintains business applications. Mastek acquired Evosys in Feb 2020, a trusted Oracle Partner with more than 2,000 experienced consultants and 1,200 Oracle Cloud customers. Mastek acquired TAISTech, Oracle ATG, and Oracle Commerce Cloud consulting. 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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Maharashtra Scooters – Potential Value Unlocking?
Published: Mar 27, 2021 Maharashtra Scooters Limited (MSL) is part of the reputed Bajaj Group, and a subsidiary of Bajaj Holdings & Investment Limited (BHIL). It is a pure-play holding company (holdco). Investment Portfolio: MSL’s quality of holdings is good, mostly tied to the finance industry. Investors:– Promoters hold 51% of the company– FIIs hold Continue reading
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Wheels India – The Wheel of Fortune?
Published: Dec 21, 2020 Management:Wheels India (WIL) is part of the reputed TVS Group… Trust Value Service. TVS Group is a Gold standard for quality of management. Mr. Srivats Ram, MD, WIL, is among the group’s fourth generation leaders. Summary:Titan Europe sold its entire shareholding in Wheels India. It could unlock opportunities in new business Continue reading
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A roller coaster of emotions
Investment Process: Simple rule to follow:“Be fearful when others are greedy, and be greedy when others are fearful.” Warren Buffett You may aim to avoid buying stocks at the wrong time. You may use the Fear & Greed Index to figure out where we stand in the market cycle. Below is the Simple Equity Allocation Framework for your reference. Scenario Continue reading
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Top Mutual Funds by AUM and Star Rating
You may create a FREE account in valueresearchonline.com and start your discovery. Note: Past performance is no guarantee of future results. Fund Performance: I look at the fund performance for at least 10 years. Mirae Asset Large Cap Fund has outperformed the BSE index over the last 10 years. Returns (%): I look at the Continue reading
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Oracle Financial Services Software
Published: Nov 10, 2020 Oracle Corporation acquired 75% of i-flex from Citigroup in 2005, and renamed it to Oracle Financial Services Software (OFSS). The company’s main Core Banking System (CBS) product is Oracle FLEXCUBE, which over the last two decades, has evolved to become one of the most-adopted COTS* CBS products in the world. *COTS Continue reading
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ZF Wabco – Special Situations Opportunity?
Published: Nov 03, 2020 ZF Wabco India manufactures air-assisted and air brake systems for commercial vehicles (CVs) in India. Wabco is a market leader with an 85% market share in the OEM and 75% market share in the after-market. Wabco enjoys strong technology and market share moat. German company ZF Group acquired US-based Wabco Holdings. Continue reading
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How To Assess Management Quality?
“In the business world, the rear-view mirror is always clearer than the windshield,” Warren Buffett The quality of management can make or break an investment decision, says master investor Nemish Shah, co-founder of Enam Capital. Management integrity always pays off handsomely over time, says R Balakrishnan, co-founding member of CRISIL. Judging people is overrated. Judging Continue reading
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emerging anew CG Power (Murugappa Group)
2020 Annual Report Analysis Published: Sep 29, 2020 CG Power is engaged in the business of power transformers, distribution transformers, switchgears and low-tension motors. The Company’s two major business units include Power Systems and Industrial Systems. CG’s customers are major utilities and industries in India and abroad, spanning power generation, transmission, distribution, renewable, oil and Continue reading
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MRF – A market leader in the Indian Tyre industry
Published: Aug 02, 2020 Positive:– MRF is the market leader in India and among the Top 20 Global Tyre manufacturers.– The operating margin expanded sharply due to fall in raw material prices.– The government’s announcement of putting restrictions on the import of tyres is likely to be of immense help to the industry at a Continue reading
My Value Picks
Building habits to create a new identity as a passive investor. Get 1% better everyday. Mostly inactive on markets.
My Value Picks 