The terms economy and GDP growth are frequently in the news and discussions these days. The government's goal and the dream of the countrymen is to make India a developed country by the year 2047, and this dream has its roots in the spectacular progress the Indian economy has made in the last few years. … Continue reading The Economy: How far are we from “Vikasit Bharat”?
Established in 1975, Coal India Limited is a "Maharatna" government company under the Ministry of Coal, Government of India, and headquartered in Kolkata, West Bengal. Out of the 1050 million tonnes of coal produced in India in 2024-25, the company accounted for 781 million tonnes of coal production. Though coal production in China is approximately … Continue reading Coal India
Hello friends, As communicated earlier, I've been writing very detailed analyses of some select companies for the readers of Sakal Money magazine, which is published monthly. The companies are selected through a value investing lens and qualify for long-term investment. However, as the magazine is a paid one, I do not publish the analyses here … Continue reading CDSL
Hello friends, Newgen software jumped 16% today (20th May 25) upon news of a $ 1.63 billion order to close at Rs. 1334. This stock had almost touched Rs. 1800 in January and I had decided to exit above 1800 since I thought it was quite overvalued. However, the price did not sustain and I … Continue reading The selling and valuation conundrum
Hello friends, I wrote a detailed article on this stock in Sakal Money monthly magazine a couple of months back. This is a stock that satisfies almost every requirement of value investing principles as advocated by Buffett et al. The simple and straightforward principle of value investing is to buy fundamentally strong companies at a … Continue reading IRCTC
Hello friends, Many investors must have breathed a sigh of relief as the stock market stopped falling in the third week of March and the index rose slightly. However, the decline has resumed in the fourth week and the uncertainty over the Tariff War continues. No one can say with certainty whether this decline will … Continue reading Anuh Pharma – Bonus 2025?
Hello friends, Through this series of blogs, we have covered the major guiding principles of value investing. However, we still need to dive deep into some of the finer aspects of study principles to select stocks through the lens of value investing. Forensic analysis of a company is certainly a major one. Quality of the … Continue reading Value Investing -9 Forensic Analysis
Hello friends, Keeping my promise to bring my important articles already published in Marathi newspapers over here, this piece is on this great stock in the transmission sector. Power Sector: All growing economies need an increasing quantum of power as their main fuel driving them forward and India is no exception. As of March 2024, … Continue reading Power Grid Corporation
Dear friends, It has been nearly four months since my last blog. A lot has been happening in the stock markets, but the reason I didn't write was that I started writing articles in Marathi newspapers regularly, and blogs took a backseat for some time. Writing in newspapers on a regular basis is a different … Continue reading Shivalik Bimetal Controls
Hello friends, It has been quite some time since my last blog. A lot has happened since then, including the elections. I had written during the last few months about the nuances of the economy and some value investing opportunities in my articles published in a Marathi daily. Also, my thinking about value investing underwent … Continue reading Value Investing – 8
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