Good investing reading – 1 March 2013

Good investing reading

  • Questions on Infosys’ future
  • An interview of Howard Marks of Oaktree Capital Management
  • Understanding the CDR process
  • Adi Godrej’s interview – Godrej Consumer Products.


Since the last few years, many have questioned Infosys and how it’s business seems be in a funk. There is talk of the adverse effect of changes in top management. There are perceptions that they are not as competitive as compared to peers like TCS and Cognizant

Missing Murthy – Infosys is not the company it used to be – Business Today


Howard Marks of Oaktree Capital Management is responsible for $77 billion of investor money. His memos to investors are famous. Here is a must-read interview of Howard Marks.

Howard Marks interview – Outlook Business

In yesterday’s article I talked of the Suzlon crash. Suzlon is in the Corporate Debt Restructuring (CDR) process. This article will be helpful for you to understand how the CDR process works in India.

Why you should read it? There are examples of companies like Wockhardt which I had covered earlier, which have exited CDR successfully. Beaten down stocks can bounce back 8-10 times.

India Inc’s Maha Kumbh – CDR – Outlook Business


Godrej Consumer Products has clocked high growth. The stock has gone up around 5.6 times in the last 5 years. Here is an interview of Adi Godrej, where he talks about the business.

I really liked the title. This is what an investor should be focusing on in a business. I can’t say the same about the high P/E ratio of around 32 times. Most FMCG stocks are going at sky-high valuations.

Sales Is Vanity, Profit Is Sanity, Cash Is Reality – Business World

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