Mastek Q2-FY20 Review

Today, Mastek has declared result for quarter ending Sept 2019. Here are my thoughts on the results. Mastek Q2 Review-Final

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Tom Gayner Talks at Google

Tom Gayner is a CIO (Chief Investment officer) of Merkel corporation. He is known as one of best capital allocators in America. A few years back he gave a talk at Google. Here are my key takeaways from the speech. I have moved from Spotting values to Spotting creating value over the years. – How…

Company Analysis- Granules India

I have spent last few days analysing Granules India’s business and recorded my thoughts. I hope you will find it interesting. If you have a question or query, I am happy to answer. Company Analysis-Granules

Company Analysis- Yes Bank

YES BANK has announced result for the quarter ending September 2017. I have recorded my thoughts on the company and its valuation after the result. Company Analysis- Yes Bank Q2 FY18

Deliberate Practice

We have heard that Practice makes man perfect… but is it really the case? In order to delve deeper into the science of practice, we need to understand key beneficiaries of practice- Athletes and Master- people who have excelled in their area of expertise over the years. Much of the current research about developing a…

Company Profile: eClerx

Company Overview eClerx is a leading provider of KPO service having offices in India, Thailand, Europe and the USA. The company started its operation in the year 2000 and made rapid progress across geographies. KPO- Knowledge Process Outsourcing The term KPO has generally come to refer to such activities and process solutions supplied by…

A discussion with Professor Bruce Greenwald

I have come across the interview of Bruce Greenwald on Columbia Business School website on The Past, Present, and Future of Value Investing. Professor Bruce Greenwald is the author of many well-respected books on value investing like “Value Investing: From Graham to Buffett and Beyond“, “COMPETITION DEMYSTIFIED: A Radically Simplified Approach to Business Strategy“. He…

Analysing Great, Good and gruesome companies

My talk on Great Good and Gruesome companies at London Value Investing meetup on 05 May 2016. Feel free to raise a question/comments or query. Parag

Latticework Of Mental Mode

Charlie Munger- a billionaire himself and partner of Warren Buffet, coined this phrase- the latticework of mental model. Bill Gates considers him “The broadest thinker I have ever encountered.” Warren Buffett once said, “Charlie can analyse and evaluate any kind of deal faster and more accurately than any man alive. He sees any valid weakness…

Forecasting- Is it worth?

Jim Rogers, a legendary investor, was invited on Bloomberg TV to talk about the current economic environment in the world. [Jim Rogers cofounded and managed Quantum Fund with George Soros before starting on his own as Rogers Holdings and Beeland Interests, Inc ] During this interview, Jim said, there is 100% chances that the US will…

Should you buy TESLA because you like Elon Musk?

Recently, I attended a session on value investing at a London Value Investing meetup where we discussed various value investing ideas. During the talk, the discussion came on TESLA Motors and Elon Musk. Few participants were of the opinion that TESLA is an excellent investing opportunity not necessarily because of it’s fundamental value but because…

100 to 1 In The Stock Market- Book Review

To make money in the stock market, you must have “the vision to see them, a courage to buy them and the patience to hold them. Patience is rarest of the three. The author Thomas Phelps was a private investor, columnist and financial advisor. His illustrious career began just before stock market crash of 1929…

Why smart people make big money mistake- Lessons from behavioral economics

My Talk at London Value Investing Club on 10 Nov 2015 London Value Investing Club