perfect research

giving words to what we think ...This blog is an attempt to discuss value investing, investment ideas, gyaan, investment anlaysis book reviews

Pages

▼

Wednesday, July 29, 2020

Ranking of Business Model Framework

Over a period of time, we worked on developing a framework looking at major wealth creators historically in the Indian market. We ha...

Thursday, June 06, 2019

A framework to understand the Banking Sector.

The Banking & Financials sector constituted the major chunk of Warren Buffett's portfolio as on June 2018 , also, this sector ha...

Thursday, February 15, 2018

Capacity to Suffer Framework

Hi Every year we strive to share our thought process on the challenges being faced by us in our journey of value investing. This time ...

Wednesday, August 24, 2016

Why standard valuation matrix is not the best way to value great businesses

Hi Every year we strive to share our thought process on the challenges being faced by us in value investing. We started our moat investin...

Sunday, January 10, 2016

"Identifying Businesses exhibiting the Capacity to Suffer"

Our Second Article on CNBC TV18 Website Moneycontrol.com - "Identifying Businesses exhibiting the Capacity to Suffer...

View web version

Powered by Blogger.