Image Credit: Markus Spiske on Unsplash

Stocks We’re Watching

This is the third post in our quarterly update series for Q1 FY20.

In this post, we’re sharing the latest updates of the stocks from our watchlist. Please don’t treat this as a buy recommendation. We find these businesses interesting and we may build position (or buy more of those that are already in our portfolio) in them in the future. The purpose of this post is to bring clarity in our understanding of the businesses we are tracking.  We make our notes on the quarterly results and conference calls. Putting it up here makes it easier for us to refer them at a future date.

You can see the earlier updates here.

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Image Credit: Markus Spiske on Unsplash

Stocks We’re Watching

This is the second post in our quarterly update series for Q1 FY20.

In this post, we’re sharing the latest updates of the stocks from our watchlist. Please don’t treat this as a buy recommendation. We find these businesses interesting and we may build position (or buy more of those that are already in our portfolio) in them in future. The purpose of this post is to bring clarity in our understanding of the businesses we are tracking.  We make our notes on the quarterly results and conference calls. Putting it up here makes it easier for us to refer them at a future date.

You can see the earlier updates here.

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An Introduction to Cement Industry for New Investors

The cement industry is one of the strategic and vital importance for every growing economy. The humble commodity of cement is used everywhere from construction or renovation of a standalone home to building giant skyscrapers and sea bridges which serve as testaments to human ingenuity and progress. Cement is the most widely used material in existence and is the 2nd most-consumed resource on Earth after water.

So we’ve created this report to simplify how cement industry work. This will definitely help the new investors wrap their head around the cement industry. We also cover the history of the cement industry in India and how the landscape has evolved over the years.

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Survive to Thrive

Famous investment columnist and author, Morgan Housel makes a striking point in one of his writings:

The single most important variable for how you’ll do as an investor is how long you can stay invested. I’m always astounded when I think about compound interest and the power that it has for investing. Time is massively powerful.

If I had to simplify it in one sentence, I would say:

“If you can survive for a long time, compound interest will take care of you.”

Or to put it more briefly: “Survive to Thrive”

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Image Credit: Markus Spiske on Unsplash

Stocks We’re Watching

This is the first post in our quarterly update series for Q1 FY20.

In this post, we’re sharing the latest updates of the stocks from our watchlist. Please don’t treat this as a buy recommendation. We find these businesses interesting and we may build position (or buy more of those that are already in our portfolio) in them in future. The purpose of this post is to bring clarity in our understanding of the businesses we are tracking.  We make our notes on the quarterly results and conference calls. Putting it up here makes it easier for us to refer them at a future date.

You can see the earlier updates here.

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Quarterly Newsletter to Clients

Please find attached our latest SSIAS Quarterly Newsletter to clients.

In our quarterly newsletter to clients, we not only present our performance but also internalize as to what has worked and what has not. Hence, the whole process of writing actually helps us in improving our investment thesis.

Recently, we sent out our latest letter to clients and we believe that our blog readers will find that letter useful. You can download the letter by clicking here.

If you’d like to read our past letters, you can click here.

Image Credit: Markus Spiske on Unsplash

Stocks We’re Watching

This is the fifth  and the last post in our quarterly update series for Q4 FY19.

In this post, we’re sharing the latest updates of the stocks from our watchlist. Please don’t treat this as a buy recommendation. We find these businesses interesting and we may build position (or buy more of those that are already in our portfolio) in them in future. The purpose of this post is to bring clarity in our understanding of the businesses we are tracking.  We make our notes on the quarterly results and conference calls. Putting it up here makes it easier for us to refer them at a future date.

You can see the earlier updates here.

Read More

Image Credit: Markus Spiske on Unsplash

Stocks We’re Watching

This is the fourth post in our quarterly update series for Q4 FY19.

In this post, we’re sharing the latest updates of the stocks from our watchlist. Please don’t treat this as a buy recommendation. We find these businesses interesting and we may build position (or buy more of those that are already in our portfolio) in them in future. The purpose of this post is to bring clarity in our understanding of the businesses we are tracking.  We make our notes on the quarterly results and conference calls. Putting it up here makes it easier for us to refer them at a future date.

You can see the earlier updates here.

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8 Big Learnings from the First Decade of Warren Buffett’s Investments

“What is the best available source to understand the concept of value investing in stock market?”

If you ask the above question to a room full of top value investors around the world, I believe almost all of them would say “Warren Buffett annual letters to his Limited Partners and Shareholders.” (1957-2018).

Like many stock market enthusiasts, I too read them all.

Made my notes on them.

And referred to them many times.

Over and over again.

One thing which struck me was the evolution of Warren Buffett as an investor in that long period spanning more than six decades.

We, at SSIAS, have taken up this project of dividing all the letters in to six parts representing six decades of Buffett’s investment journey. For our readers convenience, we’ve put together an illustrated version of Buffett’s letters (1957-1966). Please click here to download it.

In this post we aim to find the eight big learnings from the first decade –“Warren Buffett- The Benjamin Graham Investor”

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Image Credit: Markus Spiske on Unsplash

Stocks We’re Watching

This is the third post in our quarterly update series for Q4 FY19.

In this post, we’re sharing the latest updates of the stocks from our watchlist. Please don’t treat this as a buy recommendation. We find these businesses interesting and we may build position (or buy more of those that are already in our portfolio) in them in future. The purpose of this post is to bring clarity in our understanding of the businesses we are tracking.  We make our notes on the quarterly results and conference calls. Putting it up here makes it easier for us to refer them at a future date.

You can see the earlier updates here.

Read More