Mind Map, Extracts of ARs etc

Value investing resources

  1. Summary of Howard Mark memos to his shareholders
  2. Summary of Tweedy, Browne partnership letters to their shareholders [Updated on 31 Mar 2014]
  3. Irving Kahn investment philosophy
  4. Amitabh Singhi Investment Philosophy
  5. Paul Sonkin – Small Cap Guru – Investment Philosophy
  6. John Templeton investment Philosophy

Summary of books

1) Make it Stick 2) Investment Checklist 3) Its Earnings that count

4) A Zebra in the Lion Country 5) Pat Dorsey- Little book That Builds Wealth

6) Aggressive Conservative Investor – Martin Whitman

7) Peter Theil’s Zero to One 8) Active Value Investing 9) Benjamin Graham & Power of Growth Stocks

10) We are like that only

Interesting Extracts from last 10-15 years annual report

1) Shriram Transport Finance 2) RS Software 3) Ashiana Housing

4) Accelya Kale 5) Power Grid 6) Orbit Exports

7) Symphony 8) Kitex 9) Manjushree Technopack

10) Mold-Tek Packaging 11)


Mind Map analysis

[Please note that all these mindmaps are dated (some were prepared as far as 2012). I may or may not have position in these stocks. Over the last few years my investment style has changed drastically. Now I no longer invest in companies like G M Breweries. Please do your own due diligence]

1) L. G. Balakrishnan & Bros 2) G M Breweries 3) Shriram Transport

4) Shriram City Union 5) Sterling Holidays 6) Z F Steering

7) Thomas Cook 8) Talwalkars 9) Philips Carbon Black

10) IFB Agro 11) Globus Spirit 12) Alpha Geo

Mind maps [Special Situations]


1) Denso India 2) DIC India 3) EICL 4) Rhodia Speciality

5) Ricoh India 6)

Open Offers:

1) Gujarat Automotive 2) Hydro S&S 3) Intec Capital

Bonus Issue

1) UP Hotels

Buy backs

1) Claris Life 2) Sinclair


1)  Phoenix Lamps [earlier Halonix] 2)  Inditrade Capital [Earlier JRG Capital]

3)  Noida Toll Bridge 4) Cinemax [Merger] 5) Sah Petroleum



  • None of the material posted should be regarded as advice to buy/sell any stock. I do not have any proven stock performance record to talk about.
  • As a professional investor, I may or may not have positions in stocks discussed.
  • Main objective is to seek contra views and not to recommend any particular stock as buy or sell.
  • All the posts on this blog, including this one, are for educational and discussion purposes only.

5 Responses to Mind Map, Extracts of ARs etc

  1. Pingback: Compilation of Mind-Map Analysis & Extracts of ARs | ContrarianValue Edge

  2. Pingback: Learn to evaluate management - Tankrich

  3. Vijai Rahul says:

    Hi Sir, This is very informative blog, Thanks. Can you recommend a book on Special Situations Investing ?



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