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Most of the questions have already been answered, hence 'I have nothing to add'Reasoning behind the PetroChina investment? PetroChina is not opaque. It’s very similar to big oil companies elsewhere…
This is the world's 8th most populous country and largest of the 50 economies of Africa.None of the three cited Consumer companies are growing revenues, Unilever, GSK, Cadbury (except Nestle…
There was a lot of above stuff few years back and may yet be available again dear to every greedy and/or miser investors heart, as described in subject line. I…
Hermes is a legendary company. A great company, however does not always translate into a great investment for numerous reasons.This is a fairly large and mature company with 37 Billion…
I wrote about this company as "The only company I like in Australia" two years backhttps://multibaggersindia.blogspot.com/2013/09/roe.htmlFor a developed country, it offered decent growth and was below the radar. Sadly, I…
Looking at Nucleus Software's massive eight years of yawning under performance made me look further back in its history. There is a lot wrong with the company and the company…
Unique and thematic businesses are characterized by steep PE multiples, disregarding DCF or other sane measures of value.This company (RADIX INDUSTRIES BSE: 531412) piqued my interest as it bids and…
I had written a deep value investment idea for the partners in 2013. I had only invested in personal capacity and then sold most at no profit no loss.I got…