
- 3 days ago
- 4 min
Reinvestment and growth
In this post, we explore what reinvestment means and its relationship with expected growth In the book ‘100 Baggers’, Christopher Mayer...
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- May 7
- 4 min
Let's talk about return ratios
Return on capital is arguably the most important indicator of the inherent economics of the business. In this post, we explore the...
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- Apr 30
- 4 min
How much debt is too much debt?
In this post, we discuss how to evaluate the debt situation of a business. Leverage is a two-way sword. Use it right and it can amplify...
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- Apr 23
- 4 min
A thing or two about capital allocation
In this post, we explore one of the most important aspects of evaluating a business that can make or break the compounding journey of the...
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- Apr 16
- 4 min
Economics of a business
In this post, we discuss 5 effective ways to evaluate the inherent economics of a business. Indian stock universe is large and over 7,000...
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