I like companies that have overwhelming sustainable competitive advantages — so strong that you can almost reach out and feel them — and yet are underappreciated by the market. While there is always a risk that such competitive advantages will forever be undervalued by investors, I believe that in situations like these, the odds are loaded in my favour, as borne out in my pick of the year — Coal India (CIL).
My Best Pick 2015
Ambit Capital's institutional equities CEO on why the market is missing the big picture with Coal India
Summer wine and salad
Kishore Singh - January 19, 2015
The million-dollar question: Is investing a game of luck or skill?
Shankar Sharma - May 04, 2021
Every crisis is an opportunity, if you are on the right side of equities
Samir Arora - May 04, 2021
Viraj Mehta trusts the toughness and bounce of a company that has seen many trials
Viraj Mehta - May 04, 2021
Safir Anand spots a mid-sized company with the right chemistry and catalytic circumstances
Safir Anand - May 07, 2021