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
Preface As a sensible stock market investor, the first and foremost thing you need to do before investing in any company is to read its annual reports. Preferably, it has to be for the last economic cycle, i.e., the past 10 years, or the least the past 5 years. By the way, an annual report … Read more