1/ On investing mistakes, diligence findings and lessons ... this will be updated from time to time ...
2/ Why Indian FMCG / consumer cos seemed to me to be overvalued in Sep ‘18
3/ Investment framework, thoughts on how to keep the odds in your favour. Warning! The video is 2 hour long. The deck is available on the IIC site
4/ Why blindly chasing high ROE companies is not a good investment strategy
5/ Thinking through business models. (This is also captured in long form in an article on Morningstar - follow second link)
6/ My love-hate relationship with DCF’s and how I use them now
7/ View on gold asset allocation (Sep ‘18)
8/ What has created value and framework to play the capital goods space (June ‘19)
9/ Evaluating store based business models
10/ Why understanding millennials is important for investing decisions over the next decade
11/ Why India hasn’t realised its manufacturing potential
12/ Why I think company concalls in their current form are by and large a waste of time
13/ The HDFC Bank thread. Please note this is not a recco but an analysis on its moat and why this is a compounding machine (till date)
14/ KKR’s views on global macro (Aug ‘2019)
