Shemaroo Entertainment Valuation: The Netflix of Bollywood?

Gone are the days when Indian families rented out VCDs/DVDs on a quite Sunday afternoon and sat down to watch a movie with samosas and hot chai. Every day, more and more set of eyes are turning towards the internet. That online content making and distribution is an emerging macro trend in India is undeniable. Shemaroo Entertainment is a niche player in such a niche industry. Does the market under-appreciate its merits or does it overshoot its possibilities? Let's explore these questions further.

S&P BSE SENSEX Valuation: All is Fair in Love and Markets

The SENSEX has crossed the 35000 mark and investors are getting a little uneasy. They have voices inside their heads asking "Is the SENSEX running ahead of itself? Should I cash out or should I stay in?" While those are difficult questions to give a definitive answer to, I thought I'd try to come up with a ballpark answer based on market metrics.

Masterclass: Warren Buffett's 6 Commandments for Stock Picking

We are in the midst of a Midcap and Smallcap carnage in Indian Equities. While the gamblers are losing their minds, the smart investors are readying their war chest for loading up on undervalued bets. At this juncture, I would like to turn back in history and look at how Mr. Warren Buffett goes about picking stocks.

Apple Juice Investing: Do You Know Your Cost of Capital?

The Discounting Rate or a 'Cost of Capital' is often a very important input in any kind of Valuation model, including Equity Valuation models. But do you know the Cost of your Capital?

Eicher Motors Valuation: Valuing the Indian Dream

We all know the feeling.. the thrill of kick-starting a Royal Enfield motorbike and hearing the *dug dug dug* sound emerge from the rear. Over the years, Royal Enfield has almost become a household name. It's become a dream every Indian aspires towards and every family is proud to have. But what is the Value of that dream?