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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


What is inflation?
In simple terms, you could have purchased 1 kg of Mango in 2013 for Rs 100, now the same quality mango comes for Rs 150, leading to a 50%...

Ankur Kapur
2 min read


What to expect from your investment portfolio?
In March 2020, the expected returns were high but not a lot of people invested. Now when the markets have zoomed, people expect that the...

Ankur Kapur
3 min read


The ultimate dilemma - invest or withdraw?
2020 will be marked as a unique year that has demonstrated the capital market’s pessimism as well as optimism. A lot of this is...

Ankur Kapur
4 min read


Investment advisory, the new paradigm!
In mid-2012, I started toiling with the idea of investment advisory in India. Investment advisory was still at a nascent stage and a lot...

Ankur Kapur
3 min read
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