Archive for the ‘Concepts’ Category

There are many times when we get attracted to companies with fast growth in reported sales and earnings. And when such companies also generate high ROAs and ROEs and are available at single digit P/Es (with no debt and reasonable cash in Balance sheet) it is a potential multi bagger in waiting. The figures for […]


I started out with analyzing Repro India to evaluate whether it will be a good investment (i.e. is it undervalued?) & also whether it is a good business. These two, as many of us know, are two different issues. Infosys was (and maybe still is) a good business in 1999-2000 but not a good investment. […]