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107 ArticlesKrishna Appala

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Your window to the startup world: Inside Info Edge

Couple of years back, Mr. Sanjeev Bikhchandani got five calls from Housing.com investors saying, “You’ve got the business (99 acres was generating 70-80 Cr ...
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United Spirits – Are the spirits high for shareholders?

When a great business meets bad management - its true value gets locked. No better example to illustrate this scenario than United Spirits & Vijay Mallya. He ...
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TCS: Deep Inside its Buyback is a Tax-Efficient Dividend

You have to love buybacks. A company buys back its own shares, and you’re thinking: Wow, they also like their share price! You are being naive, brother. ...
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LT Multicap Monthly Fact Sheet: Sep 2020

The Monthly Multicap Portfolio Factsheet will focus on Summarising the performance over the last month and since inception Quick thoughts on overall state ...
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Unfolding the GMM-Pfaudler deal

On 20th of August 2020, GMM Pfaudler in its press release said that it will acquire 54% stake in its parent Pfaudler International from the PE firm Deutsche ...
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Auto Sales – Pent-up demand or a Sustainable uptick?

What do the latest Auto sales indicate us ? After 2 years of contraction in volumes, demand & margins being at historical low - we see some initial growth ...
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The Changing Landscape of Export Incentives

On Sep 1st 2020, Government has capped the benefits under the Merchandise Export from India Scheme (MEIS) at Rs 2 crore per exporter on exports made between ...
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