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Category: General Thoughts

Investor vz. Entrepreneur

Altais 29th Apr 2014 General Thoughts

I have fond memories of looking at the Forbes list. It was while looking at the Forbes List in 2002, sitting ideal in office, that I read the name ‘Warren […]

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2 Good Interviews

Altais 15th Aug 2013 General Thoughts

http://articles.economictimes.indiatimes.com/2013-07-10/news/40492480_1_uday-kotak-kotak-mahindra-bank-inflation The country urgently needs to shift focus from finance to commerce: Uday Kotak, Kotak Mahindra Bank Sugata Ghosh, MC Govardhana Rangan & Anita Bhoir, ET Bureau Jul 10, 2013, […]

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Cadbury India – Not a Stock Idea!

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Altais 8th Jul 2012 General Thoughts

Well, first a disclosure – I am really into chocolates since I first tasted one, and am just unable to refuse the temptation! So I have been a big customer […]

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Introduction

Altais 2nd Dec 2010 General Thoughts

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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