Value investing resources
- Summary of Howard Mark memos to his shareholders
- Summary of Tweedy, Browne partnership letters to their shareholders [Updated on 31 Mar 2014]
- Irving Kahn investment philosophy
- Amitabh Singhi Investment Philosophy
- Paul Sonkin – Small Cap Guru – Investment Philosophy
- 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
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]
Delisting
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
Others
1) Phoenix Lamps [earlier Halonix] 2) Inditrade Capital [Earlier JRG Capital]
3) Noida Toll Bridge 4) Cinemax [Merger] 5) Sah Petroleum
Disclaimer
- 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.
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Hi Sir, This is very informative blog, Thanks. Can you recommend a book on Special Situations Investing ?
Thx
Vijairahul
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You can be stock market genius is the only book I am aware of…..
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Thanks Sir,
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