I love watching movies and I came across a very interesting bit, in the movie The Reluctant Fundamentalist, that I will share with you. A particular scene in the movie speaks a lot about the investing process and how one should not get carried away by the world of numbers. The Reluctant Fundamentalist – […]
Sanjay Bakshi’s take on Relaxo Footwears
I am sharing with you a few links that will make your day. Prof. Sanjay Bakshi (who blogs at Fundoo Professor) has uploaded some great analytical work on Relaxo Footwears. He conducts a behavioural finance and investing course at MDI, Gurgaon every year. Source: Joe Hastings Prof. Bakshi gave an exercise to his […]
IIFL NCD September 2013
I am sharing my views on the IIFL NCD issue that opens on 17 September 2013. I had shared my analysis on the IIFL NCD issue that was launched earlier in September 2012. I recommend that you read the earlier analysis first. Key differences IIFL NCD September 2013 is a secured issue. It ranks higher […]
Cera Sanitaryware – Vikram Somany interview
I have covered Cera Sanitaryware in a detailed research note earlier. In this article I will share an interview with Vikram Somany, Managing Director of Cera Sanitaryware. Vikram Somany interview – Cera Sanitaryware Key points that were interesting were as follows: The shift from unorganized to organized players in the sanitary ware market in […]
Good Investing Reading – 10 September 2013
Good morning to the Capital Orbit community. I have an interesting mix of articles in this edition of Good Investing Reading. Why Is Starbucks So Expensive in China? – The Atlantic Tata Starbucks Ltd is a 50:50 joint venture between Starbucks Coffee Company and Tata Global Beverages Ltd. Tata Global is listed on the […]
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