FMCG premium valuation – is this time Different?

Markets are weird, i was going through Barclays report on India Consumer dt 21-Sep-15 and one chart caught my attention, even thought I had idea about the point I never got it to put it in black & white. here is the chart most of the FMCG/consumer are trading at premium valuation compared to their respective …

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Read,Learn,Improve – 3-Oct-15

Read,Learn,Improve – 3-Oct-15 The moral imperatives to a lie – Link here Complex Car Software Becomes the Weak Spot Under the Hood – Link here What Cures Are We Missing Out On? – Link here How to Catch a Spoofer – Link here Bhushan Steel’s Dubious Restructuring – Link here Unconventional Investments – Patience—all knowledge …

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Read, Learn, Improve – 26-Sep-15

Read, Learn, Improve – 26-Sep-15 World is shocked post Volkswagen scandal, German engineering seems to have cheated. Keeping that aside for a moment, if you don’t know history of Volkswagen & Porsche you should read this – very good insight – Link here The Unraveling of Tom Hayes – Libor’s mastermind (five part series) – …

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Paying attention to isolated incident

This conversation took place sometime around Mar/Apr-15 not sure about exact time Analyst Friend (AF) – So which company you looking at? Me – Info Edge AF – what’s so good about it apart from Naukri.com, that’s only cashcow. Me – true, rest all are loss making AF – exactly my point, why to look at …

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Read, Learn, Improve – 12-Sept-15

Hey, Advertisers. It’s Serena Time! – Link here Man with almost-perfect poop donates it to help patients with C-diff infection – Link here The Absolute Return Letter – Doodles from an eventful summer – Link here Transplant Surgeons Revive Hearts After Death – Link here Google Play solves for PPP (Purchasing power parity) in Apps! …

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