“I do not take the market’s view as gospel truth, but I also do not assume it is foolish or stupid”
ASK Group’s Bharat Shah on why the market is his guidepost when it comes to deciphering tangible price and intangible value
N Mahalakshmi - October 17, 2020
Harley-Davidson has left a trail of broken hearts. Who will mend and enrapture them?
The cruiser market is ripe for the picking, but the winner may be someone who knows how to price it right
Krishna Gopalan - October 14, 2020
Hedge fund manager Samir Arora on why the lessons we have learnt from Warren Buffett are selective and wrong
The founder of Helios Capital favours diversification to capitalise on market serendipity
N Mahalakshmi - October 06, 2020
DSP Mutual Fund’s Atul Bhole does not shy away from expensive valuation because the best don’t come cheap
Shruti Venkatesh - February 24, 2020
The Outperformers (71-80)
These companies have been ranked based on their stock's excess return over the Sensex for a five-year period
September 03, 2019
Speed bump ahead
Ashok Leyland’s turnaround was historic. But now, with macro headwind, policy changes and a drop in market share, can it sustain its run?
Prathamesh Mulye - November 26, 2018
Cruising On Nostalgia
Since its revamp in 2009, Royal Enfield has been a roaring success for Eicher Motors. Can the world’s most profitable motorcycle maker continue to surprise?
Rajesh Padmashali - October 17, 2017
Having conquered the Indian mid-market, Royal Enfield now wants to become the world leader. Can it?
N Mahalakshmi - October 12, 2017
Eicher Motors ended up fetching stellar returns, but his call on an overleveraged Bilcare ended up as a spectacular bust
V Keshavdev - September 18, 2017
Bharat Shah successfully vetted Bajaj Finance, but overvalued and misjudged Visualsoft
Rajesh Padmashali - September 19, 2017