At Beowulf Capital, we believe in a few ideas but good ideas. We do thorough research and try to cover all angles. As we have selected Piramal Healthcare, you will see a lot of blog posts on the same stock.
The idea is to divide and focus on one aspect at a time. This means, the entire idea will roll out over a period of a few weeks or months.
In subsequent posts, you will find detailed breakdown analysis for Piramal on
Introduction and where we stand today.
a. Vodafone Investment
b. Abbott Labs Payments
c. Piramal Sale to Abbott Labs
d. DRG acquisition
e. PHL Finance and REIT India
f. CRAMS and Piramal Life sciences business.
Once we have covered all the different aspect of the business, we will focus on
a. Management quality
b. Price at which the scrip is available
c. Financials
d. Moat around the business
e. Rough back of the envelope calculation of intrinsic value etc.
In between, we will also post relevant other links that pertain to the topic at hand.
The idea is to divide and focus on one aspect at a time. This means, the entire idea will roll out over a period of a few weeks or months.
In subsequent posts, you will find detailed breakdown analysis for Piramal on
Introduction and where we stand today.
a. Vodafone Investment
b. Abbott Labs Payments
c. Piramal Sale to Abbott Labs
d. DRG acquisition
e. PHL Finance and REIT India
f. CRAMS and Piramal Life sciences business.
Once we have covered all the different aspect of the business, we will focus on
a. Management quality
b. Price at which the scrip is available
c. Financials
d. Moat around the business
e. Rough back of the envelope calculation of intrinsic value etc.
In between, we will also post relevant other links that pertain to the topic at hand.
Hi Balaji,
ReplyDeleteGreat to read your analysis in Piramal and various facets including deal with abbott. I look forward to your posts covering remaining aspects of PHL business.
Best Regards
Dhwanil Desai