Our view on the Indian Paper Industry. Please find the attached link on the same. Indian Paper Industry 2018 Advertisements
We have been getting queries from many people after the notification issued by the government on banning the use of Petcoke and there are many messages floating around various circles regarding the same. Many people are not sure how would it affect the business of Rain Industries Ltd. We would try to throw some light… Continue reading Update on Petcoke Ban for Rain Industries Ltd.
We are happy to share that Rain Industries Ltd. has reported a good set of results which were better than our expectations. This quarter was one of the most challenging quarters in the past… Continue reading Rain Industries Ltd. Q2 2018 Update
Few moats are like an iceberg, what meets the eye and lies before us is tiny compared to what lies beneath it. Our Undervalued Metal Proxy turns into a proxy to the U.S. Growth, Protectionism and Electric Vehicle Revolution As a stock picker, time and again you get humbled by extraordinary return you… Continue reading Discovering New Moats as we continue our journey with Rain Industries Ltd.
The stunning decision taken by the government to demonetise Rs. 500 and Rs. 1000 notes has astonished the nation. This initiative may have long term benefits to the economy but at the same time, the ripple down effect of this expeditious move to tackle the menace of black money and corruption cannot be understated.… Continue reading Modi’s checkmate to black money could be a game-changer !!!
Name Kesar Terminal Infrastructure Limited Scrip Code KTIL Current Market Capitalisation Rs 210 Crore CMP Rs 399 P/E X 2014-15 14.5 BVPS Rs 107 Date 17th March 2015 I have chosen this company to tell you how great businesses are run by improper management.Firstly, lets understand the Business of KTIL. About the Company Kesar Terminals… Continue reading Stock Talk-Great Business backed by improper management-KTIL
Around 18th Century BC there lived a King named Hammurabi who instituted a social law now known as the Hammurabi’s code. It was one of the 1st laws ever written down. One rule in the law was about the architect. If he built a house for a man and if the house collapsed causing the death of… Continue reading Hammurabi’s Code in Investing Perspective