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 […]
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 […]
US FDA warning letter to Wockhardt – bad news
This article talks of the US FDA warning letter that Wockhardt has received on 18 July 2013. I had earlier written about Wockhardt on two occasions – Wockhardt stock analysis and Why did I sell Wockhardt. You might want to read these first if you have not read them before. US FDA warning letter to […]
Cera Sanitaryware – Q1FY14 results – mixed bag
This article has a quick update on Cera Sanitaryware’s first quarter results for FY14. I had written a detailed note on Cera Sanitaryware earlier. Q1FY14 results for Cera Sanitaryware A snapshot of the quarterly result for period ending on 30 Jun 2013 is given below along with past quarterly data. As can be seen the […]
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