My investment process

Peer to Peer Lending Platform

Third Party Logistics

Security Services

Diversification

Malls

Software Products

Fast Moving Consumer Goods

Growth Capex vs Maintenance Capex

Working capital vs changes in working capital.

Commercial Refrigeration and Commercial Air Conditioning

Commercial Real Estate Development

Business Valuation

Residential Real Estate Development

Consumer Room Air Conditioners

Owner’s Earnings

Best practices for equity research analysts.

Risk in debt investments.

Investing vs speculation.

Measuring returns.

How much cash to keep in your portfolio?

Characteristics of a good investor.

Compounding