Skip to content
Call Us: +91 9820099875
ConsultAnt Capital Advisor

ConsultAnt Capital Advisor

  • About
  • Home
  • Contact

Category: India

  • Home
  • India

Category: India

Corporate governance, India, Investment lessons, observation, Opinion, Strategy, Valuation unlocking September 21, 2020
Build a business, not stock price

This is a general post for all business owners; not directed towards anyone in particular.   Build a business, not stock price. though not asked for, this is my humble advice   Don’t pay heed to only what ‘looks’ good. These are subject to change, depending on the daily mood.…

Read More
India, Investment, Investment lessons, observation, Opinion September 15, 2020
Large caps had their share of fun, now its the time for some small caps to run

It’s been almost 6 months (20th March ’20) since I last released a note on my market view. Read it here. That the market bottomed out on 23rd March ’20, exactly 3 days after I wrote my note, is purely coincidental in nature and I don’t make any claims of…

Read More
company note, India, Management meet, Opinion, Sector view August 17, 2020August 17, 2020
Satia Industries Ltd. – an interesting paper play

The Union Cabinet has recently given a green signal to the New Education Policy (NEP), by replacing a 34 year old legacy policy system and proposing sweeping reforms in schools and higher education. Parallely, an interim report has been reportedly prepared by the HRD Ministry on the New Curriculum Framework,…

Read More
company note, India, Opinion, Sector view August 10, 2020August 10, 2020
Karda Constructions Ltd. – Mgmt interaction

Real estate is a difficult industry to be in. If the fragmented nature of the industry (dozens of unorganised, local small developers) wasn't sufficiently challenging, demonitisation and the subsequent slowdown in the economy proved even more challenging. And then the RERA blow (welcomed by consumers though) broke the back of…

Read More
concall takeaways, conference call, India, Opinion, Uncategorized August 6, 2020
BLS International – Q1 done; what to look forward to?

BLS International declared their Q1FY21 results and hosted an investor call to discuss the same and share their future outlook. The quarter under discussion was anyways understood to be impacted severely, thanks to travel restrictions globally on account of CoVID. As such, the results didn't surprise me negatively. Rather, I…

Read More
company note, India, observation, Opinion, Sector view, Uncategorized July 27, 2020July 28, 2020
BLS International Ltd. – Opportunity in adversity?

With the outbreak of the pandemic globally and the resultant aftermath, it has changed the way we essentially function – right from how we interact, learn, socialise, work, travel, trade, communicate etc. As we emerge from the crisis, the world would look altered significantly, with some structural changes in the…

Read More
India, Investment, observation, Opinion May 22, 2020
Reliance Inds. – In the spotlight…

The last 2 months has just brought bad news, and more bad news. What with the rapid CoVID infection spread and deaths throughout the world and its collateral damage on world economy and citizens. With most nations resorting to lockdowns, businesses come to a grinding halt, unemployment numbers soar and…

Read More
getwallpapers.com
India, Investment, Investment lessons, observation, Strategy March 20, 2020March 20, 2020
Apocalypse?

The Apocalypse - An epic disaster film of faith, released in 2007, as a giant asteroid headed for Earth triggers a series of events signalling a complete destruction of the world. Sounds familiar? Well, it certainly does, after reading the constant news flows and social media messages, over the last…

Read More
Bloomberg.com
India, Investment, Opinion, Sector view, Strategy, Uncategorized November 20, 2019November 20, 2019
(N)ow (B)etter & (F)itter (C)ompanies

I haven’t participated in the ‘financial’ roller coaster at all; initially because of my ignorance and later because anyone and everyone was owning some or the other financial stock and were wanting to add more to their holdings. And all of them (well, mostly) were making money. Every other private…

Read More
www.ddns.net
Business life cycle, India, Investment lessons, Opinion, Sector view, Strategy October 31, 2019October 31, 2019
Telecommodification .. no respite

I would like to start this blog by referring to a post i had written way back in March 2016. Read it here: Telecommodity In that post, I had shared my thoughts on how 'brands' like Airtel and Idea would get commoditised, thanks to the grand entry made by the big…

Read More

Posts navigation

Older posts

Recent Posts

  • Build a business, not stock price
  • Pa(pe)r excellence
  • Large caps had their share of fun, now its the time for some small caps to run
  • Satia Industries Ltd. – an interesting paper play
  • Karda Constructions Ltd. – Mgmt interaction

Recent Comments

Build a business, no… on Hurdles you need to avoid, to…
Large caps had their… on Apocalypse?
Telecommodification… on Telecommodity
ConsultAnt Capital A… on If Tesla thinks this way, then…
Padi on My rendezvous with IKEA

Archives

  • September 2020
  • August 2020
  • July 2020
  • May 2020
  • March 2020
  • November 2019
  • October 2019
  • June 2019
  • February 2019
  • January 2019
  • September 2018
  • August 2018
  • July 2018
  • September 2017
  • June 2017
  • October 2016
  • September 2016
  • August 2016
  • February 2016
  • January 2016
  • December 2015

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org

Follow Blog via Email

Enter your email address to follow this blog and receive notifications of new posts by email.

Theme of Rigorous Theme
ConsultAnt Capital Advisor
Proudly powered by WordPress Theme: Business Process.
 

Loading Comments...