Publisher : dhruvapandey.wordpress.com


Bharti Infratel Ltd. Part – 1.   First question always has to be why Bharti Infratel ? I have been studying telecom space from months now because of the following reason – How mark…
Dec. 23, 2018, 4:26 p.m.

Bansal Roofing Products
July 29, 2018, 9:24 a.m.

I am wondering since the listing of Thyrocare and Lal Pathlab that are they going to be good long term compounders ? I haven’t find a solid reason why they kept on trading so expensive since …
April 2, 2018, 5:13 p.m.

My thoughts on Advanced Enzymes Ltd.   The Goal is very clear – This is something Buffett has been iterating all along and it makes more sense to me than any other style of investing. Th…
March 31, 2018, 8:47 a.m.


Advanced Enzymes Ltd – DHRP.   Market Cap.: ₹ 2,395.02 Cr. Fy17 Net Revenue – Rs 331.36 Cr. Fy17 Net Profit – Rs 90.65 Cr.   55% of revenue comes from U.S. It’s ha…
March 25, 2018, 5:41 p.m.

Is it a value buy? In previous blog (Part1) we developed the understanding of the business, That it’s a business with lots of Moat but no Growth,we learned the 60% of the reven…
Jan. 7, 2018, 3:55 p.m.

The Indian consumption story is most attractive, but obviously the stocks are not attractive optically. As a value investor its really hard to …
Jan. 3, 2018, 5:39 a.m.

This is in continuation of blog post “Valiant Organics”. Some reflection on half yearly results – Revenue up 36% Net profit up 34% EPS up by 34% and Interim Dividend Rs 2.5 / shar…
Dec. 28, 2017, 10:02 a.m.

This is in continuation of blog post BSE LTD. Let’s look at the big picture first, Then we will come back to the hidden assets. The Value of Equity Trading compared to Domestic Market Capital…
Dec. 21, 2017, 7:03 p.m.

BSE LTD   I decided to look into this stock because it a wonderful duopoly business and stock has corrected meaningfully. This graph demonstrate what happens when you don’t pay a right price e…
Dec. 21, 2017, 5:40 p.m.