Gautam Trivedi spots an opportunity in the making of an Indian MNC
SeQuent Scientific has recorded stellar financial performance in an industry with wide-moat, and now it has the guidance of a global PE firm
Gautam Trivedi - May 04, 2021
Stocks are down, but Harendra Kumar’s top pick is a stock broker
ICICI Securities has a strong moat, thanks to its distribution reach and a strong product offering
April 09, 2020
Diamonds Among Duds
If PSU stocks continue to fall, these companies with a strong moat and compelling market share can become bargain picks
Prathamesh Mulye - November 30, 2019
"Never put any moat on a pedestal"
Pat Dorsey, Founder, Dorsey Asset Management
N Mahalakshmi - May 13, 2019
Investing...not quite the Buffett way
We need to look closer at our reality and that of the Indian market before attempting to mirror the greatest investor ever
Chaitanya Dalmia - May 10, 2019
Gautam Duggad
Motilal Oswal Financial Services's head of institutional research believes a favourable product life cycle and better return through margin expansion will drive Maruti’s performance
April 08, 2019
Moat busters
Moat-rich companies can quickly turn into allegory and here’s why it can all go wrong
Chetan Parikh - March 28, 2019
Learning Machine
Trying to fathom what Warren Buffett does is really not as important as understanding why he is doing something when he is doing it
N Mahalakshmi - May 10, 2018
The Warren & Charlie Show
The Oracle of Omaha and his long-time partner shared insights right from moats to cryptocurrencies at Berkshire Hathaway’s 2018 annual meeting at Omaha. Edited excerpts
May 15, 2018
The Agony Of Hesitation
Chetan Parikh of Jeetay Investments on how capital misallocation can even impact moat-rich companies
Chetan Parikh - December 14, 2017
