Time to time we would be writing about our views on specific companies. This should not be construed as investment advice.

Disclaimer About our Commentary on Listed Companies

Annual Reports, quarterly results, and management commentary in the analysts’ conference calls are the best sources to keep a track on a company’s performance. Over a period of time, notes of quarterly results become a good database for research.

However, conference call notes, alone, cannot form the basis of any investment. Hence, this section is for educational and discussion purposes only and are not recommendations to buy or sell stocks.

We may or may not have a position in the stocks discussed here.  We may also change our stance on a particular stock at different points of time depending upon new development. Hence, for any investment decision, please contact a certified investment adviser.