Musings
Our Thinking About Investing
C.E. Info Systems Ltd
I: Business Overview 1. Executive Summary 2. What’s Interesting 3. Future Monitorable 4. Evolution 5. Competitive Advantages: Platform lock-in MapmyIndia’s moat has widened chronologically from data collection to platform lock-in: 6. Industry Dynamics with Competitive Intensity The geospatial industry has moved from a niche service into a “standard necessity” for the economy. 7. Order Book…
The Hidden Economics of Your Airport Parantha
Introduction: The Pre-Flight Puzzle You’re at the airport, a few hours before your flight. The initial excitement of travel gives way to a familiar feeling: hunger. As you browse the food court, another familiar feeling sets in—sticker shock. A simple coffee and a parantha cost more than you’d pay almost anywhere else. It’s a classic…
What SEBI registration means for investors?
The Shield in Your Portfolio: Why SEBI Registration is the Ultimate Trust Mark for Investors We have all been there. You are scrolling through social media, and a “finance guru” with a flashy lifestyle promises a “multibagger” stock that will double your money in a month. In the “Wild West” of internet investment advice, it…
Thinking Valuation and Prices
Everyone would like to know and buy at a price that will remain the lowest price among all the future quotations. But knowing such a price is a mirage. Hence, a better question worth contemplating is: How not to pay too much? Such a mental state makes it imperative to focus on the process, which…
Contact Us: Official Channels
SEBI Registration No: INH000026035 | BSE Enlistment ID: 7069
Registered Name of the Research Analyst: Surender Singh
(Proprietor: My Equity Sherpa)
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