Musings

  • 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…

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  • Volatility: A friend disguised as a foe for the misinformed.


    With or without reason, stock prices fluctuate. This behavior is known as volatility, and it makes equity investment risky in the minds of the masses, specifically when the price falls after one buys the stock. Even though disliked by most market participants, volatility is and will remain an integral feature of equity investment. Since eliminating…

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  • Key tenets to Understand Risk


    Risk is ubiquitous as it’s integral to everyday earthly matters. Everyone may not explicitly consider and think about risk but must handle risk for everyday chores such as buying car insurance, selling winners, and averaging losers. Risk takes center stage in decisions related to investment matters, particularly equity investment. Investors invest now expecting to earn…

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