Reeling in Tata Consumer Products (erstwhile Tata Global Beverages)| 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”

Reeling in Sonata Software

BSE: 532221 |NSE : SONATSOFTW Sonata Software is an IT Solutions provider that derives a solid 28% of the revenues from Travel & Tourism, 26% chunk from Retail Distribution and 27% from OPD Operations. Each of which we believed would sky rocket as normalcy would return. The company made it to our MWI radar around 20thContinue reading “Reeling in Sonata Software”

Reeling in City Union Bank

City Union Banks | NSE:CUB– came onto our MWI Research List post the over dramatic correction in March’ 2020; This is what we saw! City Union Bank, established over a 100 years ago is India’s oldest private sector bank. Though with 0 promoter holdings, the bank’s management has till now been able to keep theContinue reading “Reeling in City Union Bank”

How we look at Risk

Risk has a definition we find peculiarly interesting. In the modern theory of finance Risk is too closely connected with the volatility of asset pricing and the probability of not being able to liquidate the security at a price the buyer feels is fair. Risk is usually quantified in terms of “Standard Deviation” of itsContinue reading “How we look at Risk”

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