Over the past few months, we have liked HDFC (Rs. 630) as an investment, and have invested in the same. HDFC is India’s leading housing mortgage financier, having started operations […]
Read more ›Warren Buffett is famous for saying that Rule No. 1 in investing is “Don’t lose money” and Rule No. 2 is “Don’t forget rule No. 1.” The premise is that […]
Read more ›I recently read a story about how Mr. Anil Agarwal, founder and Chairman of Vedanta Resources Plc, early in his career, bought a distress factory on sale with bank borrowing, […]
Read more ›(The following is from an article I wrote for a financial magazine in early 2011) One of the most fundamental tenets of investing is “Buy low, Sell High” – very […]
Read more ›Over the course of past few years, I had the pleasure of interacting with many investors across India and the globe. Leaving aside value pretenders and speculators, each seems to […]
Read more ›We invest and manage money in Indian Equities, with a strong value orientation. We have an eclectic style of investing, working across growth and cheap stocks, high quality and cyclical […]
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