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IIFL Securities: 3rd Largest Indian Broker with ~25% ROCE at 1x EV/FCF
My Top Pick for 2021
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A Method To Value Banks, Financials and Insurers (or every other company)
Plus: A construction company trading at 3x FCF, another one trading at 5x FCF
Skand
Jan 29
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Thoughts on the Current Bull Run
Adapt your mental models to reality, not reality to your mental models
Skand
Jan 25
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IRFC IPOs: India's Bureaucratic AerCap
Plus: Why I usually never invest in an IPO; My love-hate relationship with government owned enterprises; and Reading filings
Skand
Jan 19
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Quality, undervalued stocks and analysis of market events.
Welcome to Skand Capital by me, Skand. All about quality, undervalued Indian and international stocks & in depth analysis of market events. Sign up…
Skand
Jan 18
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