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What we in India can learn from Berkshire Hathways newsletter 2016-17

So the annual newsletter of Berkshire Hathway is out and has all the wisdom needed for a value investor

 (http://berkshirehathaway.com/letters/2016ltr.pdf)

 

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Since Indian markets are at their higher end of valuations and all the stock recommendations from Shikhar capita are doing pretty well, it’s become very difficult to recommend new stocks, However

we decided to decode warren Buffett’s annual newsletter and how we read it … (more…)

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FMCG stocks, tough times ahead thanks to Patanjali

How Patanjali has become one of the fastest growing Indian company …

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A couple of days back I visited a Patanjali superstore in Pune. What I saw was just unbelievable. The quality of store and the arrangements with new Patanjali products was way better than any of the Big  Bazars or Reliance retails(By the way reliance retail stinks).

The wow factor is the product range being offered by Patanjali. I never expected to see sunscreen lotions or Kajal, the Biscuits or choco cornflakes, the Chocolates. All these products which have been the strong hold of companies like Nestle, HUL have been copied in every way. By the way, this reminds me of famous quote  “Good artists copy, great artists steal. Pablo Picasso” (more…)