The guest post below has been written by Kimi.
Kimi or Krishnaraj Venkataraman is the Managing Partner of Kimi & Partners, an investment firm he founded in 2008. Kimi’s previous work experience includes Tata Steel and P&G India, as well as several business startups in India, including Marketics which was successfully sold to WNS. Kimi has been an investor for more than 20 years and, after reading Warren Buffett, has been investing in undervalued Indian stocks. Kimi lives in Bangalore, India, with his wife and two daughters. Kimi can be reached at krishnaraj.v@kimiandpartners.in.
[gview file=”https://alphaideas.in/wp-content/uploads/2015/06/A-Company-should-be-known-by-the-Companies-it-keeps.pdf”]
One reply on “A Company should be known by the Companies it keeps”
welcome back,
A good primer on consolidated vs stand alone earnings which is very important for any investor. On the +ve side too consolidated becomes important if the subsidiary is making large profits too. Did not know that con. earnings are reported once a year and that they may not be audited too. Have seen many co’s where the difference in cons vs standalone were stark and what appeared a good stock suddenly turns dud once consol earnings are accounted for. Thanks.