Archive - Skand Capital

IIFL Securities: 3rd Largest Indian Broker with ~25% ROCE at 1x EV/FCF

My Top Pick for 2021

Apr 15, 2021 •

Skand

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January 2021

A Method To Value Banks and Financials (or every other company)

Plus: A construction company trading at 3x FCF, another one trading at 5x FCF

Jan 29, 2021 •

Skand

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2

Thoughts on the Current Bull Run

Adapt your mental models to reality, not reality to your mental models

Jan 25, 2021 •

Skand

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

Jan 19, 2021 •

Skand

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Quality, undervalued stocks and analysis of market events.

Welcome to Skand Capital by me, Skand.

Jan 18, 2021 •

Skand

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