Art of Investing

June 21, 2021

How to undertake accounting and legal diligence?

To understand the health of a company or investment opportunity, it is imperative to undertake detailed accounting and legal due-diligence. Given the need for specific knowledge
June 21, 2021

How to assess the quality of the capital expenditure of a company?

Capital expenditure (CAPEX) is the expenses incurred to reap future benefits by a Company. It’s the money used by the Company to buy, upgrade (restore or
June 21, 2021

How to understand a company’s projections?

Projections are the forward-looking map for a business that answers the “What would happen if?” questions. Analyzing the historical income statements, balance sheets and cash flow
June 21, 2021

How to assess the competitive landscape?

Porter’s five forces have formed the bed-rock of determining the competitive landscape of any company: the threat of new entrants and substitutes, power of buyers and
April 28, 2021

How to understand the merits of a company’s approach to sourcing?

The sourcing function has transformed from the earlier back-office activity (with a tactical operating focus) to managing global suppliers’ networks (strategic and best-in-class), embracing fresh procurement
April 28, 2021

How to understand the strength of the research and development function of a company?

The quality of the R&D department of a company highlights the strength of its intellectual capital, its market differentiation and ability to sustain growth. A stronger
April 26, 2021

How to determine the technology trends affecting an industry?

Technology brings innovative products to market, redefining industries and investments. Business priorities and investment strategies must adapt to change with confidence. In order to determine the
April 26, 2021

How to assess the market dynamics in which a company operates?

Understanding the market dynamics of the industry in which a company operates is critical to assess if the company has a viable chance for succeeding. There