Bharat Shah successfully vetted Bajaj Finance, but overvalued and misjudged Visualsoft
- COVER STORY
How the price of uncertainty threw up a great bargain in the form of Cadila Healthcare and how his relative bet on NTPC didn’t work out
He got his telecom call wrong with state-owned MTNL, but United Spirits ended up giving him a high
How his bet on India's No. 3 cement player paid off and why MBL Infrastructures proved to be a big mistake
While his bet on operating leverage played out to perfection in Indo Count, WPIL turned out to be a losing bet for the same reason
His experience with HDFC Bank taught him the merit of sticking to winning companies to create long-term value, while his bet on overleveraged Lanco Infratech went all wrong
KNR Constructions turned from good to better even as the investment in Corporation Bank went from bad to worse
Bharat Shah successfully vetted Bajaj Finance, but overvalued and misjudged Visualsoft
How the price of uncertainty threw up a great bargain in the form of Cadila Healthcare and how his relative bet on NTPC didn’t work out
He got his telecom call wrong with state-owned MTNL, but United Spirits ended up giving him a high
How his bet on India's No. 3 cement player paid off and why MBL Infrastructures proved to be a big mistake
While his bet on operating leverage played out to perfection in Indo Count, WPIL turned out to be a losing bet for the same reason
His experience with HDFC Bank taught him the merit of sticking to winning companies to create long-term value, while his bet on overleveraged Lanco Infratech went all wrong
KNR Constructions turned from good to better even as the investment in Corporation Bank went from bad to worse
Ten leading investors talk about their best and worst investment










