I recently had the privilege to present an idea at a value investor meet in Bengaluru city. Please read the standard disclaimers that apply.
I recently had the privilege to present an idea at a value investor meet in Bengaluru city. Please read the standard disclaimers that apply.
This post is not BUY/SELL/HOLD advice but a statement of my personal views and opinion on the latest results. I own stocks of Arman Financial Services and my views are biased.
Arman Financial Services is a Gujarat based NBFC with a presence in two-wheeler financing, microfinance & SME lending. By the name Arman Financial Services Limited “AFSL” (NSE: ARMANFIN) caters to two-wheeler finance and SME lending. By the name Namra Financial – a subsidiary of AFSL – the group caters to Micro-finance lending across Gujarat, Maharashtra, M.P, U.P and Uttarakhand.
What is my interest in the company?
Continue reading “Arman Financial Services: thoughts on quarterly results and future direction”
This post is not BUY/SELL/HOLD advice but a statement of my personal analysis and opinion.
Continue reading “Aditya Birla Fashion and Retail – Good Brands don’t equal Good Business?”
This post is not buy/sell/hold advice. Please see the disclaimer at the end before reading further
Soya products and the edible oils are areas I have been closely following. India imports 67% of its demand for edible oil. This is economically unsustainable due to several reasons. There are a few key factors about the industry:
Continue reading “Kriti Nutrients and Sanwaria Agro: Soya and Edible Oils back in focus”
This post is not buy/sell/hold advice. Please see the disclaimer at the end before reading further
Continue reading “Taneja Aerospace: Speculation’s swift knife, whither will it turn?”
This post is not buy/sell/hold advice. Please see the disclaimer at the end before reading further
Continue reading “Grauer and Weil: Are the Risks worth the optionality of future growth?”
The African nation of Ethiopia is famous for its cuisine, long distance runners and arabica coffee. Few however think of Ethiopia as a rising African power.
Continue reading “The New World: Karuturi Global and how (not) to invest in Ethiopia”