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Understanding the “Muddy Waters Investing” Philosophy


Reeling in Tata Consumer Products (erstwhile Tata Global Beverages)

tataconsumer.com| BSE: 500800| NSE : TATACONSUM Tata Consumer Products Limited(TCPL), erstwhile- Tata Global Beverages (TGBL) made it to our radar after :A) amalgamation announcement between TGBL and TATA Chemicals, wherein the company would emerge as the consolidated FMCG player with a strong product portfolio each which have a dominating market share.B) followed by the announcement of SunilContinue reading “Reeling in Tata Consumer Products (erstwhile Tata Global Beverages)”

Reeling in CARE Ratings Ltd

We have always been extremely optimistic and bullish about the “Credit Rating” business, but we were never able to point any of the listed companies viz- CRISIL, ICRA or CARE- calling any of them “A Value Buy”

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