Blogs by the Author

The blog post warns that the Price-to-Earnings (PE) ratio can be deceptive for stock valuation. It advises adjusting for "one-off" earnings distortions, as seen in the example of Zinka/Blackbuck, whose true PE was 90x, not 30x. It also notes that PE is misleading in cyclical industries and sectors like Banking/Insurance, suggesting alternatives like Price-to-Book or PEG ratio, and considering the company's growth rate and the health of the overall industry.

Read More

The blog contrasts stock-picking hates (cyclical industries, irrational competitors, confused company strategy) with five loved setups: clear strategy, business transitions, hard-to-replicate assets (moats), supply-side dominance, and proxy investing. The author emphasizes that true joy comes from understanding businesses with clarity and patience, compounding quietly in the background.

Read More

Understanding market cycles and spotting opportunities before the next big move.

Read More

A deep dive into how cement shapes economies and where the industry is headed next.

Read More