The Intrinsic Value Puzzle: Components and Case Studies

What is the 'Intrinsic Value' of a Stock? What are its components? How do they affect the way the company's Stock is likely to behave? We will attempt to answer these seemingly daunting questions in simple terms and with relevant, real world examples.

CDSL Valuation: How Much Cash is Too Much Cash?

Central Depository Services Limited. If you've been investing in Equities or Debt in India, there's an almost 50% chance that you've heard about this company. In fact, if you're an investor in India, there's also an almost 50% chance that you're currently using the services of this company. Otherwise known as CDSL, it is the only other Depository for financial instruments in India (Apart from 'National Securities Depository Limited' or 'NSDL').

India Inc., in Numbers (2019): Data Update and Economic Value Added (EVA)

Starting from 2019, I will be making the 'India Inc., in Numbers' series of posts once a year. I will be showcasing how the different companies / industries in India have fared in terms of several financial ratios and others numbers.

Investing Websites (And why I use them): Tools of the Modern Day Investing Process

In this day and age, information has become a commodity. You can do an end-to-end research and analysis of a company by sitting in the comfort of your home. So in a way, several websites have become a necessary addition to an investor’s toolkit. Here are a few investing websites I use (Most of them are free).

GlaxoSmithKline Consumer Healthcare Valuation: Buyers' Remorse or Sellers' Dilemma?

Taller. Stronger. Sharper. These three words are synonymous with the childhood of several Indians. Indeed, it's the tagline of 'Horlicks', the health drink produced by GlaxoSmithKline (GSK) Consumer Healthcare. The company has several other impressive brands under their portfolio such as Boost, Viva, Maltova, Crocin, Sensodyne, Eno and Iodex. But that's not the talk of the town. The talk of the town is the proposed, massive Rs. 31,000 Crore merger of Hindustan Unilever Limited, India's largest FMCG player and GSK Consumer Healthcare. Who will benefit from this deal, Goliath or David?