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UncategorizedPosted onApril 5, 2021

Prediction & Probability

It’s 2005, India is going to play Sri Lanka in Nagpur. There’s a satta bazaar (gambler’s market) working round the clock for people to place…

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UncategorizedPosted onSeptember 20, 2020

Owner Earnings view of Transport Logistic Companies

In terms of valuations, one of the most effective techniques is the owner earnings model as described by Warren Buffett. These are the true earnings…

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UncategorizedPosted onAugust 28, 2020August 28, 2020

A Ship of Theseus – with or without treasure?

Max India Ltd (erstwhile) decided to restructure itself some time back. The company got restructured into two entities: The hospital business (new name Max Healthcare)…

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UncategorizedPosted onJune 24, 2019June 25, 2019

Note on DLF Ltd

DLF is a Delhi based real estate company which over time has built decent portfolios in both residential and commercial space. It started as a…

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  • Prediction & Probability
  • Owner Earnings view of Transport Logistic Companies
  • A Ship of Theseus – with or without treasure?

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