My Investment Diary

Capital Returns: Investing Through the Capital Cycle

Book Reviews

Understand ‘Capital Cycle’ investment through the book “Capital Returns” by Edward Chancellor

October 13, 2019 12:34 pm

When I first read the book Capital Returns in early 2018, I could not make much sense out of it.... View Article

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Company Analysis

JK Paper Ltd- Analysis

October 9, 2019 4:05 pm

Incorporated in 1960, JK Paper Ltd is engaged in the manufacture and sale of branded papers and packaging boards. With... View Article

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Company Analysis

Balrampur Chini Mills Ltd- Analysis

September 24, 2019 8:38 am

Setup over four decades back, “Balrampur Chini Mills Ltd”(BCML) is the second-largest sugar manufacturer in India after Bajaj Hindustan with... View Article

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Quarterly Result Analysis

N R Agarwal Industries Ltd(NRAIL)- Q1FY20 result analysis

September 13, 2019 4:08 pm

I had written an article about NR Agarwal Industries Ltd(NRAIL) in October 2018. Please read it before to understand this... View Article

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Knowledge Bytes, Thoughts

How to invest in shares of Commodity businesses?

September 9, 2019 2:48 am

Investing in commodity stock is a dreaded topic among investors. Why should not it be? Given the unpredictability of earnings,... View Article

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Quarterly Result Analysis

India Glycols Ltd- Q1FY20 Result Analysis

August 30, 2019 12:52 pm

Following up on my last blog on India Glycols Ltd in which I mostly covered about the company’s products and... View Article

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Book Reviews

Learning from the book “Mastering the Market Cycle” by Howard Marks

August 25, 2019 9:36 am

With the market cycle turning for the bad & then worse, I was very keen to learn how things work... View Article

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Quarterly Result Analysis

VIP Industries Vs Safari Industries- Q1FY20 result analysis

August 14, 2019 10:00 am

Amid the headwinds faced by the industry i.e. Elections, Drop in air passenger growth, deep economic slowdown, postponing of marriages... View Article

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Quarterly Result Analysis

BEPL Vs Ineos Styrolution: Q1FY20 Analysis

August 8, 2019 2:19 am

The two ABS(Acrylonitrile Butadiene Styrene) plastic company in India ‘Bhansali Engineering Polymers Ltd(BEPL)’ & ‘Ineos Styrolution ltd’, were faced with... View Article

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Quarterly Result Analysis

Deepak Nitrite Ltd- Q1FY20 Analysis

August 7, 2019 1:23 am

Deepak Nitrite Ltd had the best quarter(Q1FY20) ever in terms of operating profit margin. The much-hyped wholly-owned subsidiary ” Deepak... View Article

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My Investment Diary

JK Paper Ltd- Analysis

Balrampur Chini Mills Ltd- Analysis

N R Agarwal Industries Ltd(NRAIL)- Q1FY20 result analysis

How to invest in shares of Commodity businesses?

India Glycols Ltd- Q1FY20 Result Analysis

VIP Industries Vs Safari Industries- Q1FY20 result analysis

BEPL Vs Ineos Styrolution: Q1FY20 Analysis

Valuation & Market Cycles

Ion Exchange (India) Ltd- A Proxy for industrial CAPEX in India!

Dhampur Sugar Mills- Analysis

Understand ‘Capital Cycle’ investment through the book “Capital Returns” by Edward Chancellor

JK Paper Ltd- Analysis

Balrampur Chini Mills Ltd- Analysis

N R Agarwal Industries Ltd(NRAIL)- Q1FY20 result analysis

How to invest in shares of Commodity businesses?

India Glycols Ltd- Q1FY20 Result Analysis

Learning from the book “Mastering the Market Cycle” by Howard Marks

VIP Industries Vs Safari Industries- Q1FY20 result analysis

BEPL Vs Ineos Styrolution: Q1FY20 Analysis

Deepak Nitrite Ltd- Q1FY20 Analysis