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Sundaram Finance Holdings
Published: Jul 17, 2020 Sundaram Finance Holdings Limited (SFHL) is part of the reputed TVS Group and operates as a holding company. SFHL generates a significant portion of its income from dividend flows from the portfolio companies that are engaged in the automotive sector. SFHL‘s net-worth stood at ₹1240 crore as on 31.03.2020. Sundaram Business Continue reading
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Westside – A cheaper version of Zara
Published: Jul 01, 2019 Trent is one of the leading players in the branded retail industry in India. Trent operates 264 stores across 76 cities in India. Trent operates stores across four formats as below: 1. Westside: Westside offers branded fashion apparel, footwear and accessories for women, men and children. Westside accounts for around 90% Continue reading
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Investment Checklist by Bala (founding member of CRISIL)
Balakrishnan R was one of the founding team members of CRISIL. He has been in business for over three decades. Generally keep away from companies if there are some issues like: – Promoter holding below 30% – Continuous diversifications or acquisitions – Professional managed with no owner and high ESOPs – Accounting policies that are Continue reading
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Tube Investments of India (Murugappa Group)
Published: Jun 24, 2018 Tube Investments of India: Building the Resilient Edge Post restructuring, Tube Investments of India (TI) is a pure-play manufacturing company from the Murugappa Group, one of the oldest business houses of India. The company’s business interest span across products like steel strips, tubes and tubular components, bicycles and fitness products, chains Continue reading
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KSB India: A bet on rural theme
Published: May 12, 2018 KSB Pumps, a 40.5% subsidiary of the €2.2b German company KSB AG, is the 4th largest player in the Indian industrial pumps and valves business. KSB manufactures a wide range of pumps used in the power, oil & gas and other industries. KSB has 5 plants located in Pune, Nasik and Continue reading
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My Notes – 2017 BRK Letter
At Berkshire what counts most are increases in our normalized per-share earning power. That metric is what Charlie Munger, my long-time partner, and I focus on – and we hope that you do, too. Acquisitions: There are four building blocks that add value to Berkshire: (1) sizable stand-alone acquisitions; (2) bolt-on acquisitions that fit with Continue reading
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Warren Buffett on market valuations and much more
[On current market valuations] Well, valuations make sense with interest rates where they are. I mean, in the end you measure laying out money for an asset in relation to what you are going to get back, and the number one yard stick is U.S. governments. When you get 2.30 on the ten-year, I think Continue reading
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SRF Limited – Specialty Chemicals
Published: Aug 20, 2017 SRF has 3 business verticals – Chemicals & Polymers, Technical Textiles and Packaging Films. SRF is a market leader in most of its business segments in India. SRF also commands a significant global presence in some of its businesses, with operations in India, Thailand and South Africa, and exporting to 75 Continue reading
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Astec LifeSciences (Godrej Group)
On Aug 10, 2017, Godrej Agrovet bought 2.08 lakh shares of Astec at an average price of ₹556. On Aug 11, 2017, Sundaram Mutual Fund bought 3.07 lakh shares of Astec at an average price of ₹542. Godrej Agrovet is a game changer for Astec, has ambitious plans and this will drive growth. Astec LifeSciences Continue reading
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Blockchain
Blockchain is a shared, distributed ledger that facilitates the process of recording transactions and tracking assets in a business network. An asset can be tangible – a house, a car, cash, land, or intangible like brands, or patents. For example, blockchain enables securities to be settled in minutes instead of days. How the blockchain is Continue reading
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Howard Marks: This is a time for caution
Billionaire investor Howard Marks things the market’s current valuation if “lofty”. Marks, who called the financial crisis, just told his clients in a note that now is “a time for caution”. The investment expert advised that his clients move into lower-risk investments. Mark did emphasize that he isn’t exactly sure when a correction will happen, Continue reading
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Honda Siel: Kenneth Andrade bought this rural franchise
On Jul 25, 2017 Old Bridge Capital bought 64,503 shares of Honda Siel for ₹8.7 crore, or ₹1348 per share. On Jul 20, 2017 Reliance Capital bought 89,800 shares of Honda Siel for ₹12 crore, or ₹1350 per share. As of Jul 2017, Reliance Capital holds 4,98,270 shares of Honda Siel. It is worth ₹67 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 