Predicting rain doesn’t count, building arks does.” –Warren Buffett
Dear Tribe Members, as we have discussed many times, “investing is an art and not science.” A thesis we may have built some weeks or months ago for a company may be undergoing changes. There could be changes for good and bad, however, it is very important to keep revisiting your thesis and confirming and verifying it through maintenance research. In this episode, we’ll revisit 3 such businesses we have talked about many times on our platform. Towards the end we’ll share 2 Bonus Ideas that seem very interesting to us and are definitely worth our time reading about them. In the future we will do a detailed business analysis about these two businesses as well.
One business about which we are sharing our maintenance research is SRF Ltd. We had made a detailed episode of >50 mins on SRF a few months ago. You can check that out as well on the SOIC Podcast channel. We’ll also discuss the changes and developments that seem very interesting in Narayana Hrudayalaya & Axis Bank. We have done a very interesting comparison between Axis Bank & ICICI Bank. Then finally towards the end we’ll tell you about 2 Businesses we are currently studying.
We hope to keep adding value to your investing journey.
