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Do not invest without knowing the risk!
Risk means the degree of uncertainty or potential financial loss inherent in an investment decision. In simple terms, the risk of losing...
Ankur Kapur
2 min read


Benefits of investing in mutual funds
While investing in mutual funds lots of questions arise in our minds. And one of the most common queries comes to our mind is that...
Ankur Kapur
1 min read


I cannot invest because I can’t afford it
Investing is the kind of thing that the longer you wait to get started, the more opportunity for future returns you could be giving up....
Ankur Kapur
2 min read


Time-tested method to grow money
The most commonly accepted notion regarding wealth creation can be summed up as follow spend less than what you earn and then invest what...
Ankur Kapur
2 min read


What is the margin of safety?
The margin of safety is the difference between the fair value of a stock and its market price. Warren Buffet says, ‘price is what you...
Ankur Kapur
2 min read


What should be the price?
After you have studied the business and industry, you understand the prospects. Once you are confident of the prospects of the business,...
Ankur Kapur
2 min read


Does the company have a suitable organizational structure and management depth?
An organization's culture is the personality of a company just like individuals have personalities. What is organizational culture? An...
Ankur Kapur
2 min read


What is the company’s growth plan?
One must understand the opportunity size and look at the company’s growth plan to tap into the opportunity. Capacity expansion If a...
Ankur Kapur
2 min read


What are the addressable market opportunity and their key drivers?
This is a very important aspect to research the kind of themes that can play out in the future. Someone who had invested in Colgate in...
Ankur Kapur
3 min read


Does the company enjoy an Economic Moat?
An advantage that the company enjoys in comparison with the competition. What is an Economic Moat? A term given by Warren Buffett means...
Ankur Kapur
2 min read


What is the competitive landscape?
As the level of competition and regulation in any sector increases, the fortune of that sector gets impacted. Type of competition Perfect...
Ankur Kapur
2 min read


How to calculate the return of a company?
There are many ways to assess the return profile of a company starting from readily available data to a more complex calculation. Return...
Ankur Kapur
2 min read


What are the company’s cost and margin structure?
The investor must understand the past cost and margin structure and changes in the same. The purpose is to look at the long-term trends...
Ankur Kapur
1 min read


Are the company’s terms of trade favourable? Is Cash flow healthy
The investor must assess whether the company has reasonable bargaining power with its customers and suppliers. Additionally, ensure that...
Ankur Kapur
1 min read


Is the company profitable? If not, is it expected to emerge?
You allocate capital to make a return on it. This is applicable to any business irrespective of size. Let’s say someone selling food on a...
Ankur Kapur
3 min read


Is the company’s business model understandable?
In simple terms how does the company makes money? Unless you understand what generates cash for the company, you cannot think of...
Ankur Kapur
2 min read


What is the history of the company and management?
Before starting the analysis, you have to look at the company’s background and management. You need to know what is the business of the...
Ankur Kapur
2 min read


Special situation investing
Joel Greenblatt’s book “You Can Be a Stock Market Genius…” beautifully explains event-driven investing also called Special situation...
Ankur Kapur
4 min read


How to identify turnaround investments
Investing is all about the unknown future. More unpredictable the future, the better maybe the investment returns. Often an investment...
Ankur Kapur
3 min read


What creates value in a company?
A look at growth at a reasonable price. A simple answer to this would be growth. Future growth can be of two forms, one negative or zero...
Ankur Kapur
4 min read
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