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Oct 12, 2019 13 tweets 4 min read
If you've ever wondered how confirmation bias can ruin investors. You should probably read this story of how one of our first clients refused to engage with us when we published a critique of his favourite stock. And likely lost a lot of money in the process. May 15, 2018- We were out on the streets looking for our first big break. We were convinced that we could do some pretty decent stock research and we were hoping someone would listen to us. And then it happened- A CA who wanted us to look at a small construction company.
Jul 27, 2019 11 tweets 3 min read
On May 18th 2018, a young chap asked us to look at an SME company that had grown 5500% since its IPO. The company was operating in a very niche area in Market Research, but had some pretty unbelievable numbers going for it, and it was just about to release its full-year results We were tasked with preparing a report on the stock, because although the numbers were stellar, the stock price had been declining for about a year now. We put on our thinking caps and got to work. We combed through each line of the accounting statements searching for red flags
May 26, 2019 9 tweets 3 min read
Here is a new attempt at simplification - Understanding the Rise of Specialty Chemical Industry in India in 9 animated infographics.
The story begins with China. China had grown exponentially on the back of a manufacturing revolution. But with unbridled growth came pollution On 28th February 2015, Chai Jing, an investigative journalist releases the documentary film, "Under the Dome", chronicling the devastating effects of air pollution in China. The film goes viral and the public outcry intensifies prodding authorities to act on pollution.
May 15, 2019 15 tweets 5 min read
A couple months back we did a small presentation in collaboration with NSE. The topic - A spiritual Guide to Investing, Lessons from the Bhagavad Gita. Someone asked for the presentation. So here it is with some additional commentary The verse listed below in Sanskrit corresponds to the first verse in the poem as Dhritarashtra asks Sanjaya to describe what's happening in Kurukshetra. Thought it fitting to begin the presentation with an ode to the first verse in the Gita