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Are quality stocks a justified purchase at any price?

The guest post below has been written by Kimi.It was published in the June Issue of TIA (Tamilnadu Investors’ Association) Investor digest

Kimi or Krishnaraj Venkataraman is the Managing Partner of Kimi and Partners. 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/2015/07/TNIA-article_final_blurb.pdf”]

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GuestPost

Digging Deeper into Power Sector NPAs

The guest post below has been written by Sandeep Dixit of Nestegg Capital. Sandeep has many years of experience in the Indian Capital Markets.He  was closely involved with managing Alliance Bernstein’s India Growth Fund and was the Head of Research for Deutsche Equities.

[gview file=”https://alphaideas.in/wp-content/uploads/2015/06/RM-Digging-deeper-into-Power-sector-NPLs.pdf”]

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GuestPost

No “Ache Din” for banks yet

The guest post below has been written by Sandeep Dixit of Nestegg Capital. Sandeep has many years of experience in the Indian Capital Markets.He  was closely involved with managing Alliance Bernstein’s India Growth Fund and was the Head of Research for Deutsche Equities.

 

[gview file=”https://alphaideas.in/wp-content/uploads/2015/06/RM-No-Achhe-Din-for-banks.pdf”]

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GuestPost

A Company should be known by the Companies it keeps

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”]

 

Categories
GuestPost

How much money can you make for me?

The guest post below has been written by Sandeep Dixit of Nestegg Capital. Sandeep has many years of experience in the Indian Capital Markets.He  was closely involved with managing Alliance Bernstein’s India Growth Fund and was the Head of Research for Deutsche Equities.

[gview file=”https://alphaideas.in/wp-content/uploads/2015/05/RM-How-much-money-can-you-make.pdf”]