The Genesis of the Decision From Watchlist to Portfolio I tracked BLS International Services closely throughout the entirety of 2024. A small cap with a market capitalization of around ₹13,000 crores. It was a year defined by strategic observation. However, I did not buy heavily immediately. Instead, I studied the market movements daily. Consequently, the … Read more
Introduction Investing in stocks can be exciting yet uncertain. Every company tells a unique story through its numbers and actions. To succeed, one must separate good businesses from poor ones. This requires an investor to study key financial and qualitative factors. Numbers always speak if you know how to listen. Metrics like ROCE, ROE, profit … Read more
Introduction Successful investing in stocks is an art, or rather, a game of elimination. You search for reasons to reject an idea. Bad business, weak return ratios, and poor financial numbers are clear red flags. Capital-intensive models and bad management destroy long-term value. Lack of ethics and weak governance always catch up eventually. Poor growth … Read more
Introduction My Investment in DHFL: A Personal Case Study In 2018, after successfully investing in Kellton Tech, my attention turned to Dewan Housing Finance Limited (DHFL). At that time, the company’s share price had dropped significantly from over ₹600 to around ₹200, making it appear as an attractive value buy. Adding to the confusion, DHFL’s … Read more
Introduction: My Kellton Tech Investment Journey In September 2018, I started buying Kellton Tech Solutions aggressively. I had a tracking position in the stock before that, and had been in my watchlist for a long time. It quickly became a cornerstone of my investment portfolio. This reflected my confidence in the company’s apparent undervaluation. It … Read more
Introduction: Why I Invested in Satyam Shares During Its Turnaround Under Tech Mahindra The story of my investment in Tech Mahindra is inseparable from one of the most dramatic episodes in Indian corporate history — the 2008 Satyam scandal. This scandal exposed deep financial manipulation by Satyam’s founder, shaking investor confidence and threatening to obliterate … Read more