Writing

After 2 years

PEXA Stock going to Zero?

Has the Capability Curve Run Ahead of the Price Curve?

Through Charts

On Capex spree

My Update of Australian ETF Portfolio

Works like a charm

This newsletter started in 2011, 113 company-post entries covering 82 companies: - 102 Indian entries - 11 non-Indian entries All captured here - search sort and enjoy reading…

Investing in Small Caps

Zuckerberg Is Doing It Again

Value trap or Opportunity?

Greenshoots?

Affle 3i Limited

How a forty-year-old framework, a custom indicator, and one ungovernable stock taught me the same lesson three times.

July 2026

— but with an asterisk*

India's future semi-conductor play?

Business model has undergone a transformative shift

India's Dominant Airport QSR & Lounge Operator

AI PSU Play

Reading Peter Lynch Properly

only pure-play, India-listed proxy

Why Mediocrity, Stacked Right, Beats Mastery

1 Click to report

Falling knife or Value Buy

Tools and Siganls

NSE: MTARTECH · Precision Engineering → Defense · Space · Nuclear · Clean Energy

NSE: RATEGAIN - The Invisible Highway of Global Travel Commerce

900 PE Giant

India's Largest Domestic CDMO

A nine-year audit of India's most important investment framework, and what it means for your portfolio in 2026

Signals in a noisy world

Evolution of a Process, Not a Prediction

Free Forever Signals

By folks at Tankrich

Trend Following

3 cylinder growth engine

Till Nov

Story in Charts

What the Latest Research Reveals

Leads to wealth Destrcution

Tankrich BTC trade set up

Experiment with backtest

50 EH/s Banked, AI Cloud Gets Real

India's largest broking platform

New Chapter Added

AMD, NVDA, BAIDU, BABA and more

2025

Pause and think

in 2025

Update of Australian ETF Portfolio

Can it Challenge Nvidia's Monopoly

Internet Companies Trading Indicator

A Framework for Investment Temperament

Decide with a simple system

Flurry of NFOs

Pure Play Drug Discovery

Collections of pictures, charts , stats Winners always rotate1 Like Seasons factor yielding returns change2 A good analyst should be always looking at business cycles to spot…

Test results

When a company’s stock breaks out to a multi-year high say, a 7-8 year peak it often signals more than just price movement. It reflects a shift in sentiment, renewed investor…

That Keep Paying Off

Upcoming IPO

Boost your returns

key characteristics his firm looks for in potential multibagger stocks: Change in Management: A new, passionate, and driven management can unlock a company's potential and change…

This chapter of our mutual fund course (in Hindi) focuses on spotting good and bad MFD practices Get Full Courseeverything else we offer

(NSE: WINDLAS)

Improvements

Custom GPT

Q4 FY2025

INDIGRID

Internet Companies

Before we begin this post, A huge tribute to Indian Armed Forces which are protecting our country Overview This system aims to: Identify Market Tops: Detect when the market might…

Mutual Fund Investing 101

Staying Ahead of market

WB Partnership letter - 1963

System Driven Investing

Learning from Best

System Driven Investing

New approach

Sen no Rikyū (1522–1591) is famous for creating the wabi-cha style of Japanese tea ceremony, which is all about simplicity and finding beauty in everyday things. Instead of using…

PTC India

Winning Systems

(IREN)

WIN Framework

Understanding note

Powergrid InvIT (Infrastructure Investment Trust) owns, constructs, operates, maintains, and invests in power transmission assets in India. The below slide from their investor…

The Extraordinary Power of Investing in Tiny Companies

Are good days ahead?

Index hide the pain

Summary in 24 minutes

Wealth Building through Systems

Capture and Win

I recently tweeted this This post is expansion on how an unassuming event brought a surprise happy new year gift for few family members My dad bought 300 shares in three of his…

Zerodha recently introduced Margin Trading Facility (MTF), you can read about it here This got me thinking, Can we use this product to build wealth? There is a similar product in…

Windlas, Innova ,Akums

Revival and Rerating

Upcoming IPO

in India

KPR Mills

Key Insights from DHRP

2 hour Investor

Quick recap

Simple and Sound

This audio summarizes the key themes and important ideas from a collection of Michael Mauboussin's research papers and interviews spanning from 1995 to

Understanding Innovation

In this video we discuss how to beat Cost of Living Crisis (CLC) using 10 awesome

Read Part 1 and 2 In this post we will cover the companies who have reported their results CDSL JM Financial CDSL CDSL had another fantastic quarter, the market activity has been…

There are many methods to identify if markets are overheated (Sellers Market) or under heated (Buyers Market), We can use Historical PE vs Current PE Historical book Value vs…

Thinking how to find trading or investing ideas, every weekend just search for companies reporting best every quarterly or life time best results and you will have a great list to…

Read part 1 here In this post we will focus on Laurus Labs Ami Organics Piramal Pharma Laurus Labs Laurus Labs had another soft quarter both from top line and bottom line…

I review business I am interested in quarterly, once in six months or yearly, Here is my take on each one We will do over 3 or 4 posts in some logical grouping and as results are…

Lets answer some key questions What is driving the growth of the solar industry in India? The growth of the solar industry in India is being fueled by a combination of factors:…

SaaS powerhouse on ASX

Hot IPO or Sustainable compounder

Understanding Companies

Bajaj Auto, Mahanagar Gas

Porter 5 force analysis

Child has overtaken Parent

A tool for retirement

NETRA from DSP

Why the Buzz?

Has time come?

Part 2

Part 1

Value Buy or Value trap

Interesting opportunity

I have two sections in portfolio Build - This portion is long term to medium term oriented comprised mostly of Broad index ETFs, Mutual funds and very selective individual…

Deep Value or Value Trap

I am re-reading William O Neil classic book “How to Make Money in Stocks” for any serious investor it is a must read book. Some excerpts that resonated with me this time Diversify…

Use of Artificial Generative Intelligence AGI is increasing at astonishing speed, personally I think this is one most fundamental game changing catalyst for human productivity…

Slides from session on 27th July 2024 27 Jul 2024 Data Driven Approach Mf To watch full session go to YouTube

Retire Rich

I am lucky to have wonderful teachers all through my life, Prof Srinivasan was one of the great life teacher who also taught finance. I have younger cousins either graduating or…

Family & friends extensively use dollar cost averaging to invest in equity markets , in mutual fund industry in India its also called as SIP or Systematic Investment plan. It has…

Neuland labs is a 30+year-old Hyderabad-based Pharmaceutical company engaged in R&D, manufacturing and marketing of a wide range of bulk drugs, intermediates and custom synthesis…

While studying for CFA, there was one whole section dedicated to style drift, Investopedia defines Style drift is the divergence of a fund from its investment style or objective.…

A tale from 2008 financial crisis

Some for fun and some to stir the thoughts Marriage Risk in Investing Evolution of a Parent Habits feel effortless Aim for moveshots Incremental value of work How fortunes have…

Covid has become a bad memory, thank god for it. In investing, we hear - Buy when there is blood on the street and to be greedy when others are fearful. Covid was a perfect…

In 2014 I wrote, The 21 success principles - it is 2023 and they have stood the test of time Today I wanted to share things that can derail your momentum and stop you from…

“Give me a lever long enough, and a place to stand, and I will move the earth.” - Archimedes In my 15 years as an investor, I have avoided leverage, it's a huge multiplier both on…

Passive index investing is gaining momentum (pun intended) among millennials. One of the questions that popped into my head what would be better to buy an index hold or buy and…

Came across another smallcase that is free and has a very good track record. ARQ Prime is a long-only equity portfolio ARQ Prime recommends stocks for investment based on a set of…

A very happy Diwali 2021 to each one of you and I hope you and your dear ones have a fantatsic year ahead. Before we begin please understand that Crypto is a very new,volatile and…

I am amazed by the divide crypto projects have created among the billionaires. In a recently concluded conclave, Rakesh Jhunjhunwala said cryptocurrencies have no future I have a…

Short post The Oracle of Omaha has beautifully summarised how to adopt a dividend distribution policy through his shareholder letters Unrestricted earnings that can generate…

One of the perennial problems of value investors like me is my urge not to pay up , while the world is different now to the one when I started picking up 20 percent annual growers…

Last year we did an opening note on Neuland Labs and how the company is moving up in Pharma value chain, The company recently announced its full year revenue and the results are…

A friend suggested to keep track record of companies bought and researched didn't knew that small request would age into 5 years Some hits and missed but overall faith in active…

Below are some con-call highlights from last quarter of select companies, my notes & observations are in red big takeaways are in bold Oberoi Realty Ltd Vikas Oberoi Before I…

Bitcoin recently hit a market cap of 1 trillion USD - Yes with a "T" a single coin was worth more than USD 57,000 as recently as 21-Feb-21 I have been a firm critic of Bitcoin…

It’s 2021, the COVID vaccines are rolling out and the stock markets are making new highs. Here are some charts making sense of this new bull run India’s overall disposable income…

The art of thinking clearly by Rolf Dobelli is one of the best books to sharpen the psychological side of decision making. I loved the book here are my notes Use below biases as a…

What could be more exhilarating than to participate in a bull market in which the rewards to owners of businesses become gloriously uncoupled from the plodding performances of the…

2009 Like many MBA Business schools , my alma mater also ran an internal competition to find the best manager of a particular batch, what followed was a series of games and…

Witten by-Bob Burg and John David Mann “Most people just laugh when they hear that the secret to success is giving… Then again, most people are nowhere near as successful as they…

Why this question and why now? My views on investing in gold have been very clear, I am not a being fan of investing in gold. Although I am open to trade in and trade out But…

Back to my first ever post small is BIG Over last decade I saw in front of me power of small investors. Small investors are often ahead of institutions This got me thinking how we…

A couple of weeks back Bessemer Venture partners (BVP) published their old investment Memos, this gave a rare peek into how VCs think when they are investing in future of…

When you a see a table like below in an annual report it immediately stands out. In 24 years Sales are up - 100X Profits are up - 155x All at a decent ROE, no wonder long term…

Welcome to Tankrich by me, Vivek Bothra. Turning rocks one at a time for a diamond Sign up now so you don’t miss the first issue. In the meantime, tell your

Even if you are barely active in stock markets , whatsapp messages like below of technology stocks hitting all time high and making 5X or 10X in a year would be coming to you.…

Neuland labs is a 30+year-old Hyderabad-based Pharmaceutical company engaged in R&D, manufacturing and marketing of a wide range of bulk drugs, intermediates and custom synthesis…

Best to read this post on a desktop CDMO stands for contract development and manufacturing organisation The CDMO industry started out decades ago as a niche service, offering…

The first thing that striked me as long term follower and investor in the company is the subtle sense of courage, aspiration and pride communicated by management when I was…

This is one of the best books for both new and seasoned investors to get their hands on. I did an earlier post on this book, you can read it here Below are my full notes Building…

The Art of Thinking Clearly - Better Thinking, Better Decisions By: Rolf Dobelli As a Premium Subscriber - Now you will have access to searchable and tagged “Notebook” for all…

I learned the concept of Debt Capacity bargain from Prof Sanjay Bakshi vicariously and wrote on MOIL using the framework. NBCC is looking like a similar opportunity e.g. in March…

Uncle Iroh is my favorite character in the animation series The Last Airbender Uncle Iroh is known for his words of wisdom as he freely advises most of the other characters…

I have started recording new content on the youtube channel, subscribe to the channel to always get video in your inbox. Some latest videos are 1. Gold Investing 2. Debt Recycling…

Ashiana is a perfect example of a good company caught in an extremely difficult external environment. The industry was facing a slowdown and COVID is going to give a death blow to…

ITC is the one stock today which is splitting investing community in half It has got attention from even famed traders As good students of history we will go back to what Mr.…

In my last update to you in 2017, I had pointed out that the Important variables to track for this company are Topline growth Return on Capital not impacted due to tiles expansion…

I have been an active stock picker since 2008-9 and this is the first year I have got my hands-on ETFs So what are ETFs? An exchange-traded fund (ETF) is a type of security that…

According to Adrian J. Slywotzky, “value migration” is the flow of economic and shareholder value away from an increasingly outmoded business design toward others that are better…

Let me refresh your memory from this 2015 chart on how Ajanta pharma, Granules India and Suven Life Sciences were operating in different sections of the industry Five years and…

In March 2020 we got an opportunity to add to scorecard a rock-solid franchise at about ~20 times earnings growing operations in high double digits run by an extremely smart…

Destiny is a tower of cards - nudge one just an inch and everything stacked on top comes crashing down Darren Shan You can read the rest of the post on Annual review of Satin…

Most governments would mandate below to corporate offices/places of business which are opening-up COVID-19 spreads through respiratory droplets produced when an infected person…

First disclosure - I am long on Ambika Cotton Mills and sitting on a decent paper loss. As the market cap of the company has nearly halved from its peak in Jan 2018 If someone…

Last week I was compiling how consistent wealth creators are faring vis a vis there 2008-09 prices. I wasn’t the only one thinking on those lines, the guys at Ventura did even…

Many investors who haven’t seen the 2008-9 GFC crisis are thinking is the current CORONA virus crisis more severe than the previous one? Is it good time to do some bottom fishing…

The pharmaceutical component of the company which was carve-out in January got listed today , This is another demerger which was value accretive Pre Demerger Mkt cap was less than…

Reading transcripts of Neville Noronhna is a master class in understanding retail market dynamics, D-Mart’s company culture and insight into building a fantastic business Here are…

Avanti Feeds is the largest manufacturer of shrimp feed in India. Based in Andhra Pradesh, the Company is the dominant player in India’s aquaculture sector. Avanti Feeds is a…

In last four years, the business mix of Piramal Enterprises has changed completely With financial services forming lion share of top line and bottom line. Right from start, the…

Suven Life sciences is a company that I am tracking from 2014 This is what I wrote in 2014 on their optionality But as you would have seen expecting the company to not to…

My last year review of Ashiana housing can be read here where we concluded that The company has diversified into different cities but they are significantly dependent on Bhiwadi.…

Established in 1875, BSE Ltd is the oldest stock exchange in Asia and operates the BSE exchange platform (formerly Bombay Stock Exchange). People often refer BSE as a duopoly with…

To get yourself familiar with Ajanta Pharma read my opening post about the company. In last year review sent to premium subscribers, we had projected below There was steep…

This is one of the best books to read for long term investors Quality investing : owning the best companies for the long term. by Lawrence A. Cunningham,Torkell T. Eide, Patrick…

The ability to destroy your ideas rapidly instead of slowly when the occasion is right is one of the most valuable things. You have to work hard on it. Ask yourself what are the…

Virat Kohli picture is not a coincidence he is “Mr Consistent” run-scoring machine for Indian cricket team just like GRUH finance the money making top-notch HFC. I have done the…

I recently shared my review of Symphony limited with subscribers, you can get a copy here One of the things that stood out was how luck has played a huge part in my returns from…

I have written about Suven multiple times, you can read previous updates here to get familiar with the company 2014 - Introduction to company 2015 - Identifying multiple triggers…

In the year 2018, I have been rubbed wrongly thrice now by controlling stakeholders (Management) Fraudulent disclosures (ASX GSX) Ungainful dilution (ASX LBT) and now this one ..…

My Last year’s review of Ashiana can be read here The real estate industry continues to be impacted by oversupply and demand pressure, this graph from their detailed investor…

Recently I wrote an article for special edition of Indian Economy and Investing - 75 Hidden Gems This is reproduced for you below. I am long on stock not traded in last 90 days…

Below is a post based an edited note to Insider Subscribers *** Thomas Cook (TC) now is a mini holding company which has multiple lines of businesses (a company which has 53…

Previously I wrote on Canfin homes here The sustained outperformance was noticed when I was reviewing GRUH and REPCO a few days back **** GRUH Finance and REPCO homes both had…

I have previously written by Suven Life Science here and here Reading and learning about Suven Life sciences has been huge learning curve, it has taught me few things Forecasting…

This article is not about investing love reading them go here. Why I am writing on health on a financial blog - Cause true wealth is of no use without great health Most of what I…

There is a beautiful passage in Steven Johnson’s Where Good Ideas come from “Good ideas are like the neo nurture device. They are, inevitably constrained by the parts and skills…

In general on this blog, I have not been very kind to stock market experts ( pundits,opinion baazs), you can read through some of my previous outbursts here In late 1980s,…

In a recent interview with Guru Focus ,value investor Rohit Chauhan pointed out very important points regarding approaching equity investing. One of the points which stood out for…

Over last fortnight I happened to read a fantastic book by Scott Adams - How to Fail at Almost Everything and Still Win Big: Kind of the Story of My Life This book has so much…

Last week the final (3rd) company from Max India demerger exercise got listed on bourses, we started tracking this story in Jan 2016. A lot has happened over last six months and…

Ready to spot a bargain ? To do that you have to play a game with me. Imagine you have a choice to invest in one of the four companies below, What price you would be willing to…

Another year gone, Got my hands on Kitex Annual report and updated the Earnings Power Box. Lets look at how the company has fared Before you proceed, its better you go through…

In December 2014, I wrote a book review of investment classic from Howard Marks – The most important thing, Here is a reprint of passage from that post [My re-emphasis in red]…

The rest of post is inspired by and adapted from this wonderful post on debt capacity bargains by Prof Sanjay Bakshi. MOIL, a Mini Ratna, is India‘s largest producer of manganese…

Few weeks back, I got an email from Ankit Kanodia. He had read our research note on Byke and liked the content, Additionally without even asking he shared many of his…

Update - 13/03/2016 : Post publication of this note, Rep from Satin credit care got in touch with me and provided some clarification on some concerns I had raised . I am editing…

How to Value Ashiana housing ? Prof Bakshi has beautifully explained this in one of the comments on his blog, I am reproducing it below for you to read and think. The approach I…

Using secondary information is one of the best sources to top up our investment hypothesis, I have previously written on it here & here . One of the best sources of secondary…

In Jan’ 2015, almost a year back diversified firm Max India spin off plan were announced management indicated it is splitting listed entity into three companies with the existing…

Warren Buffett is one of most misquoted [in terms of context] investment gurus of our times. What happens when we are given below advise ? “Only buy something that you’d be…

Evaluating management is one of trickiest part while building an investment case. Especially, when it comes to small caps and mid cap companies run by first or second generation…

If you have gone through Warren Buffet’s early partnership letters, you would find that he had spilt his partnership portfolio into three categories and one of most interesting…

We have just lived through the first leg of the bull market in India and as with all bull markets there is no dearth of fund managers, individual investors, sovereign funds, high…

Read below excerpts from Warren Buffet’s share holder letters Over time, the skill with which a company's managers allocate capital has an enormous impact on the enterprise's…

Recently Eros media international has been in news although not for good reasons :) Eros which is also listed in NYSE was downgraded by Wells Fargo ,a leading banking and…

Motilal Oswal wealth studies are great source of learnings for any investor, They adopt a unique approach of taking up a theoretical concept every year and then explain it through…

Years back, I was amazed at the claim made by Joel Greenblatt’s book The Little Book That Still Beats the Market [Emphasis Mine] Can you spare three hours to learn how to beat the…

You can read the part 1 of this two part series here on what drives value Lets review balance variables which impact valuation models Past Prices For a lot of cyclical companies –…

Here is one page snapshot on what drives value of company (and its ownership parts called shares) In this post I am not going to dig into those valuation parameters as I have…

Bored with your job ? Sick of taking orders all day ? You are not the only one who is thinking of becoming full time investor, but before you take the plunge, I want to persuade…

Why do we add a new security to our portfolio ? To reduce risk and ensure not all our eggs are in same basket, the underlying thought process is if stock A doesn’t do well at…

Assessing and reviewing your portfolio is critical to be on top of your positions, While till today I have not found any structured way to go about it, What has helped me to think…

Over last few weeks, I have started reading an excellent book on business models – Business Model Generations – A handbook for Visionaries, Game Changers and Challengers – This…

In my last month’s newsletter, I briefly touched upon deliberating on idea of selling and not holding stocks at over stretched valuation Charlie Munger says , Investing is where…

La Opala is one of the prominent kitchen utensils (tableware) companies in India, The Company’s brands comprise La Opala, Diva and Solitaire. Solitaire is directed at the high-end…

The word guru is derived from two words, gu and ru. The Sanskrit root gu means darkness or ignorance, and ru denotes the remover of that darkness. I have been blessed to have so…

Last year I wrote on Suven Life Sciences, also I did some secondary level maths to get a sense of returns an investor could get buying the business at then market cap (~2000 INR…

The four pillar framework to understand value creation

Reading well detailed annual reports have their own pleasure. Today, post is on annual review of Poddar developers , I have written couple of times on Poddar here and here Numbers…

Annual Review - CERA for year 2015

Learning Maintenance Capex from a Lemonade stand

After sometime I have read a book which has oodles of wisdom on each of its page, Laurence Endersen’s pebbles of perception lives with you long after it is read

A while back when I wrote don’t buy a house and invest your EMI in markets, I concluded that only 1 person in 50 would actually do it I was surprised to find through comments that…

Firstly pharmaceutical is a space which I have started learning recently (2 years) and therefore it’s obvious that some of inferences that I will make in below review could be…

Investing in turnaround situations, Story of Dempster Mills and Havells India

Learnings from a twitter discussion on Pricing power initiated by Prof SB

Gruh - Annual review for year 2014- 2015

An ebook capturing Learnings from Warren buffett partnership letters

Earlier I wrote a post to convince you that you should buy a house against renting, Today let’s build a case of buying house on EMIs vs investing equated monthly investment (EMI )…

Over my limited experience in equity markets, I have come to conclusion that earnings power box is a powerful tool to analyse authenticity of corporate earnings. While I am not…

In last budget government announced a key intention to reduce corporate taxes to make India par with other emerging nations

Invest in creating an Investing checklist as it can save you from making fatal investment mistakes in life Charlie munger said, “You need a different checklist and different…

I love the below quote related to emotion and investing Emotions can be a great asset in life, but when it comes to investing, they may be a liability Very important line and one…

My mistakes have been one of most important sources of my learning, See some stuff here Today let me give you another example from my personal experience for you In year 2010, I…

I started with wide moat ratings of morningstar and selected 10 companies randomly as below Asian Paints Bajaj Auto Colgate India Dabur Cummins HUL Infosys ITC Nestle Lupin Then I…

Did it occur to you some companies in an industry continue to make money while others barely survive. The classic case is that of airline industry where large airlines are…

Inflation and investing , I often revisit this quote when I am reviewing my portfolio Inflation is a tax one has to bear irrespective of whether one is investing or not. The…

There is almost an unanimous agreement that RoE is an important indicator of health of a company, High sustainable ROE signifies sustainable competitive advantages and hence investment attractiveness of the company

Did the Peter Lynch Screener worked ? In June 2014, I created a stock screener after re reading ‘One up on wall street’ by Peter lynch. You can read the old post here now lets…

During a bull run (read now) an investor is trapped in various dilemma on one hand he is reluctant to buy the 52-week high businesses, I did a post on why it is not a very smart idea to overlook stocks hitting 52-week highs however the bigger dilemma is r

Quality of earnings is very difficult to assess as swindlers have so many tricks up their sleeve,One of techniques that I personally use to separate good from odinary business is…

On 25th may 2014 we wrote about how traders can ride the Modi momentum in large cap companies, we created a management and momentum box, read the old post here After 9 months,…

The operative word here is only , I have seen far too many causalities where the projected numbers have looked fantastic and people invested without bothering to understand…

“When asked how he became so successful in investing, Buffett answered: ‘we read hundreds and hundreds of annual reports every year.” An annual report in many cases is a…

It has become fashionable for investors to slay brokerage reports and broking community as whole, while there is no denying fact that sell side analysts often have incentives to…

Robert B Cialdini’s Influence: The psychology of persuasion is a must read for any budding investor and thinker. In this best seller he describes six weapons of influence that are…

If you are a value investor and short-term investing is an untouchable concept for you perhaps you will not find much interest in below post As a traditional investor we don’t…

The last post of 2014 would be to learn from one of the investment classics, “The most important thing” by Howard Marks. The book has a clear disclaimer in its introduction and I…

One quote is copy pasted on my desktop as a sticky note and I read it every time I look at new investment opportunity What to look for in a great business? A high return on…

Porter’s Five Forces Model is very qualitative in nature. It does incorporate some quantitative factors but for the most part, it is a very subjective approach. This post attempts…

There are two schools of thoughts lets contemplate over them Balanced diversification Rohit Chauhan – On his blog [Emphasis Mine] My bet or size of the position is generally 2% or…

Valuing companies is a combination of art and science The DND Flyway (Delhi Noida Direct Flyway) is an eight-laned 9.2 km access controlled tolled expressway which connects Delhi…

Valuing companies is a combination of art and science CERA sanity ware is fast growing consumer focussed bathroom solution company, which we will try to value in this post

Let me tell one such experience where discpline and patience helped me to time market and buy IPCA Labs

Paying for growth -2 is a follow up post on Symphony Ltd

I am sure value investors would detest the idea of listening to What Mr Market is telling , however I think sometimes it does help to understand what Mr Market is telling us All…

Imitation is the sincerest form of flattery - How cloning an indian value investor would have made you tankrich!!

Are you shopping stocks ? My previous video post “Selection by Rejection” was inspired from the learnings in “Beating the Street” by Peter Lynch Why retail stocks ? Easy to…

Charlie Munger said Invert always invert, while selecting investments use powerful rejection criterias to remove unwanted research. In this video we show how by spending less than…

A post on Evaluating MOATS through FLOATS

Peter Lynch in his famous book “Beating the Street” talked about buying stocks when they are below earnings line and avoiding to buy when they are above earnings line.

“When one with honeyed words but evil mind Persuades the mob, great woes befall the state.” ― Euripides Glossy stock predictions always makes me uncomfortable, but more than that…

How can high dividend payment set the floor price for stock? Let’s look through an example Noida toll bridge Company - The Noida Toll Bridge Company Ltd (NTBCL) has been promoted…

First of all pharmaceutical business is not my forte, this analysis was done to learn a new industry About Company - Suven Life Sciences, in the business of design, manufacture…

Here it one such glossy stock prediction coming from a guy who has cult following on internet and whose recommendation have hit upper circuits after mentions on his blog Company…

One size doesn't fit all is often said for investments. However Hewitt Heiserman has written a remarkable book that gives you a blueprint for finding great growth stocks for the…

Weekly Digest - The Dhandho Investor, this week focuses first on an investment book - The Dhandho Investor: The Low-Risk Value Method to High Returns by Mohnish Pabrai . This book…

Weekly Digest - Improving work productivity First up hope you have read The most read article on Tankrich ever - understanding competitive advantages Also read this case study on…

Economics matter – Manugraph India “When a management team with a reputation for brilliance tackles a business with a reputation for bad economics, it is the reputation of the…

Previously I have written about how to identify stock investments Like Peter Lynch here Using Pause and Play here By following smart money here One of the pointers in Ten point…

This weekly digest - Read, Note, Learn Let us start with a blog which is full of wisdom tenets. I accidentally landed up on this blog and I am already a fan. Seeking Wisdom is an…

Weekly Digest - Learn from masters This week first up we learn from renowned image consultant Lauren Solomon , a true master in image consultancy. This article in Forbes asks a…

We recently added V mart to our model portfolio The organized retail sector, which consists of only 5% of total retail market, is estimated to touch 15% by 2025. India has few…

Today in weekly digest forming habits to excel First up is Crisil’s first ‘State Of The Nation’ report, It is a comprehensive and extensive analysis of the Indian economy,…

Updated - 16.04.2015 What is diversity of your income sources ? A typical salaried employee’s graph would look like below [visualizer id=”501”] Highly concentrated with income…

Weekly digest - Invest differently, challenge your thoughts Today’s first article talks about investing beyond stock markets, there are usual suspects like real estate, art and…

Starting this weekend, We will put up a weekly digest that comes out on Saturdays which is full of interesting reads from all over the world covering value investing,…

Top down investing is one of the methods used by investors to identify opportunities. What is top down analysis - read this investopedia link to familiarize yourselves with this…

Peter Lynch deserves a place in the hall of fame with his average returns of 25+% per year during his 13 years tenure at Fidelity Magellan Fund. In one phrase his investment style…

Out of several choices of portfolio manager tools, I prefer moneycontrol portfolio manager - 5 reasons why!!

Even though there are still few hours remaining for coronation of Narendra Modi as India’s next prime minister, the stocks markets have behaved as if India is already transformed.…

One most of difficult questions in debt investments - How much should I invest in debt ? Find answers in out third and final installment in debt series.

In the second part on our debt investment series we provide you an excel to find what suits you. Download and start finding the investments which are right for you.

One of my most popular post has been on parking short term cash from last year. I have always believed that any successful investor should invest a portion of his portfolio in…

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A very happy Easter to everyone. If you like to read more than what there on Google news, then you need to dig web a lot more and in a different way. Here is my view on some of…

Selan exploration was added to to model portfolio purely on basis of event that we see materializing in next 18-24 months. As luck would have it when I started looking at the stock back in February the price levels were 350. At the the time of writing the

Symphony Limited is a pure growth buy, By pure intrinsic value parameters it is an expensive stock. But we have to look that there has been huge re rating for this company in recent years and we continue to believe that will be case. A high risk investmen

Fire your boss, Do what you love and work better to live more This is how Chris Guillebeau starts his best seller $100 dollar start up- what follows is 274 pages of biblical…

Above are the companies that Parag Parikh's PPFAS Mutual Fund is invested in, the graphs shows percentage allocation of portfolio in these companies compiled based on fact sheet…

If you read Sheena Iyengar’s fantastic book “The Art of Choosing“ you will understand that in areas where we don’t have expertise we should seek advise to make decisions. Given…

Wikipedia defines "Rock-paper-scissors is a hand game usually played by two people, where players simultaneously form one of three shapes with an outstretched hand. The "rock"…

“Long before the internet provided real-time stock quotes and online brokers offered instant fills, Nicolas Darvas managed to grow a $36,000 investment into more than $2.25…

Principles have a way of settling decisons, removing ambiguity and leading us in times of uncertainity. Sharing 21 of them that will help us to be ahead of curve Discipline is…

With political season simmering, I was wondering what if Modi, Kejriwal and Rahul were stocks - What would be there attributes ? And would you invest in them ? Let us look at the…

Beloved readers, Presenting the first tool from Tankrich - Benjamin Graham stock value calculator. Here is the story.... Circa 2010 Five classmates decided to put Benjamin…

Are you the one who has to withstand daily grind of attending meetings, sending emails, managing bosses, organizing diaries and paperwork and overtime? Are you in search of ideas…

In our last few posts we have discussed about India’s fastest and most consistent wealth creators in last decade. In today’s post we back test stock predictions made by Motilal…

I had recently laid my hands on this fantastic book by Tim Ferriss. Although written in 2006 it is still relevant in today’s times . I would not like to discuss each and every…

Happy New year , Last post this year a few interesting info graphics Most consistent wealth creators | Create infographics Fastest and Consistent wealth creators |

That was quite a break Image source - Indian Moms . After a big rest for 6 months finally up with a new post. Now many of us have short-term funds (cash) that is mostly lying in…

Gold is often considered as an investment and given the astronomical returns gold has given in last 9-10 years It deserved one whole post to itself. Gold prices have fallen from…

Circa 2011 In investment lexicon smart money is referred to as institutional money of foreign financial institutions (FIIs) and domestic financial institutions (DIIs) which is…

If you are reading than give yourself a pat on back, you have chosen to be master of your finances. Life or Investment we should always know three fold answers to Why we are doing…

Everyday we hear capital markets experts giving us tips on what to buy and sell - almost constantly . trGURU aka Tankrich Guru shares these graphics of Nifty from last 15 years on…

One day while waiting in a hotel lobby for a conference on capital markets Freida bumped into me. "Hey how are you doing " , I am rocking as usual - You say, What have you been up…

Here is a simple guide to Investments – One page flyer – yes you got it right – A one page Investment guide. Why one pager? A. As most of complex things in life are actually…

Travel hacking being such a fantastic topic to write, I was wondering is it possible to get a free ticket just by doing things in a little planned manner. Can a smart shopper…

I vividly remember when we were kids we were seldom taken to waters for outing ,blame it on my Mom's water phobia ( it's till date with no cure) or our lack of swimming skills :D…

After few roller coaster weeks in life back to board! The first few set of questions I hear from new (and sometimes old too J ) investors are - Where to Invest - How much to…

Should I buy a house or continue to be in rented one ? This seems to be eternal question for many of my colleagues and friends,with roaring real estate prices and not so rising…

Self examination is perhaps the biggest virtue an investor should possess. During assessment instead of focusing purely on stats we should delve into details to understand reasons…

Sometimes your favorite websites might not be the bet when it comes to buying, For example other day I was looking to buy Thinking Fast and Slow (Paperback) by Daniel Kahneman .…

Tankrich as an idea has been growing in mind aspiring to come up ever since I stopped spamming people’s inbox’s with stock ideas :D One of the shortcomings I felt growing as a…

One day I was shocked when Frieda told me that she has INR 3.5 lacs in her savings bank account. My first reaction was Why are you losing money, she was bemused and said can you…

Pic Source: http://www.psdgraphics.com/file/credit-card.jpg Credit card doesn't figure on our list when we want to make money, Does it? For some it is plastic convenience while…