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The Value Of Cash
When analysing listed companies, most people make one key error. That Rs 100 crore of cash sitting on a company's balance sheet isn't worth just Rs 100 crore.
India's Power Discoms & Subsidy Trap
It's quite scary and sad how India's state-owned power distribution companies are trapped in a deadly spiral of politically suppressed tariffs and crippling operational losses.
Judicial Delays & Pendency Crisis
This is so sad. An unbelievable 1.8 lakh cases have been languishing in our district and high courts for more than 30 years!
Jal Jeevan Mission & Public Health ROI
Our Govt's Jal Jeevan Mission seems to be turning into one of the most phenomenal public health investments in modern history, with an ROI that should get a lot more attention.
Seeing Beyond the Valuations
When I was first taught equity research, the focus was on "comps." You value a company by comparing its multiples to its peers. But I never truly understood how to value a business until I built one myself.
The Cost of Pre-IPO FOMO
I wish more people realised that FOMO in the pre-IPO bazaar is a tax on ignorance.
