Is there a ‘Real Option Value’ in ITC Limited?
If I had a dollar for every time someone told me to write a post about ITC Limited, I would probably be in the same league today as Musk, Bezos and Buffett.
Interestingly, a month back I came across a fascinating piece titled ‘WACC and Vol’ co-authored by Michael Maubossin.
While every single sell-side analyst in this country along with multiple bloggers have covered the length, breadth and width of the stock, I will try to keep the perspective unique, fresh and hopefully a source of value addition.
Click here to read.
Can India be a sporting powerhouse?
‘Did anyone expect a team without Kohli and all the ‘A-List’ players to win a test match?’
Yet we did! The historic win that just came through for us in the recently concluded test match is pre-cursor to the fact that how a sport (i.e. cricket) if run through a well-knit ecosystem (schools, colleges, leagues, domestic series, Ranji etc.) will never fail to keep discovering and developing great talent.
We all feel very elated when the Indian cricket team does well overseas or defeats their arch-rivals on home soil. Fun and frolic all around. Today, if you talk to any person in this country and talk ‘sports’ – there is a 99.9% chance that it will be interchangeably equated with ‘cricket’.
(This week, I wrote a piece for the Simply Sport Foundation. Click here to read the whole piece.)
Alpha Swing
For the uninitiated, Alpha Swing is a trading newsletter jointly run by the really talented (and famous) Harneet and yours truly. The announcement was recently made live.
How we got to this is something you can read in this Tweet storm.
Performance Update for last week
Webinar Update
This week, someone really popular on Twitter (whom I admire too - for his unfiltered insights), was kind enough to do a tweetstorm based on his takeaways from one of my webinars.
Since a lot of you wrote to me saying that you’re not ready to commit to the monthly / annual subscription, I have put forward a 7 day trial to get unlimited access to all the webinars!
This is valid only till 25-1-2021 i.e. Tomorrow.
You can register here.
Webinar schedule is updated and out. Check it out here.
Book of the Week
This week, I am finally getting my hands on a book I wish someone had written.
Last year I had the opportunity to interact with a really talented professor, Prof. Saral Mukherjee and hear his take on companies in terms of their Operations Excellence under two buckets - ‘Elephants and Cheetahs’.
He’s finally written a book on it and it is available on Amazon here.