Having burnt my hands during 2007-2012 period with stocks which led to massive wealth destruction has always kept my inquisitiveness…
Oberoi Realty: Presentation at Bangalore Investor Group
Presented Oberoi Realty at @BIGInvestors. More than reward scenario, here, the focus was on risk. Continuous tracking of key risks…
14 Mistakes/Learnings of my Analytics Journey
Recently, I was invited to imarticus.org’s Bangalore branch to deliver a guest lecture on Analytics for its students. The session…
Security and Intelligent Services (India) Limited
Few weeks back, I blogged about manpower industry and its potential which you can read it here: https://factsbeyondnumbers.wordpress.com/2018/10/14/security-management-and-facility-management-market-and-related-opportunities-part-i/ In order…
Security Management and Facility Management Market and Related Opportunities – Part I
In order to make successful investment, one of the key ingredients is huge market size opportunity and hence I keep…
The Annual Report Repository
I am working on a project where I am consolidating various company annual reports across sectors. As a single point…
Apollo Hospital
There are multiple ways of making a valuable investment. One of the ways is times when value could be hidden…
The Indian Basmati Rice Export Cycle: Updates
Cyclic investment is always considered to be risky and usually one should avoid unless very sure about the background research.…
From Recession to Demonetization
An effort to consolidate overall market data and try to have top down view over Indian markets
Company and Competitive Analysis Tool
One year back, I created an excel tool for doing a 1st level financial analysis for companies listed in NSE…
