Welcome to my blog
I am Anil Tulsiram (Anil), based out of Bangalore. I am a Chartered Accountant with over 10 years of post qualification experience in Auditing, Financial Due Diligence and Equity Research. You can read more about me on my linked profile.
You can contact me through email – anilt@contrarianvalueedge.co.in You can also follow me on twitter.
Topic index
My Investment philosophy / Copy of Presentation on my investment philosophy given to small group of friends.
Stock specific discussion – Special Situations
Sah Petroleum – Value Buy or Value Trap
Sah Petroleum – Why this GENEROUS gift to MINORITY shareholders? [Update: My suspicion proved to be WRONG]
Aeonian Investment [Possible delisting which later turned into voluntary winding up case]
Suashish Diamonds – Delisting case – Another case of collusion?
Delisting of Suashish/Fresenius – Same Same but Different
Delisting: 1) Rhodia Speciality 2) Richo India 3) Ahlon Parenterals 4 ) DIC India
Stock specific discussion
ZF Steering – Steering in a duopoly market, but WATCH OUT for management actions….
Is Indag Rubber a CLASSIC Value trap? – May be, May be NOT
Mahindra Holidays – Bad Business Model for Customers, Also Suffers From Red Queen Effect
Shriram Transport – Safe play on SME finance
Investing
Diversification – Beyond % allocation
Delisting framework Part I – Failure has Patterns
Delisting framework – Part II – Fooled by Randomness?
Delisting Framework part III – Seek Uncertainty on Favorable terms
Delisting Framework part IV – Use Checklist and Mindmaps
The Battle for Investment Survival – Book Review
Amitabh Singhi: Follow Graham to Survive
Tweedy & Browne: On Macro Uncertainty, Growth Investing, and some tips to budding analyst
Free Capital – amazing journey of some private investors
Return Per Unit of Time Invested
Sustainable Moat: Five force analysis is NOT Enough
Paul Sonkin – We Fish Deep & We Fish Alone
Ralph Wanger- Identify LT trends, Buy Small Cap & Aim only Multi-Baggers
Ralph Wanger Part II: Have your own investment Philosophy, Value vs growth investors
Bharat Shah: Buy Quality & Only Quality at Fair Price and Hold for LT
Objective of this blog:
My main purpose is to get connected with like-minded people and seek discomforting views on my investment ideas and philosophy. As of now I do not have any portfolio performance record to talk about and had incurred huge losses during 2008 downturn. Please do your own due diligence, if you decide to buy/sell stocks discussed in this blog. Please read standard disclaimer below
Standard Disclaimer:
I am not an Investment advisor and do not offer this service via this Blog. The stocks discussed on the blog and each post are for educational and discussion purposes only and are not recommendations to buy or sell stocks. I may or may not have a position in the stocks discussed on this blog. For any investment decision, please contact a certified investment advisor.
ContrarianValue Edge 
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