This is too good so posting here … in case it is against community guideline please let me know will delete
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Michael Burry’s Value Investor Club write ups.
So nice to see how the man thinks and what the man looks for and in his stock picks.
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PPFAS AGM Videos
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Well researched articles in this blog
The latest one on TimeTechnoplast is a good one
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Very good report on CRO/CDMO with explanation of lots of technical terms and market size/potential. Must read for CDMO investor
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Good free substack focusing on Indian Equities. Good coverage on Pharma, Auto and Logistics.
Logistics primer-
VRL Logistics
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Warren Buffett’s 1951 article “The Security I Like Best” is a landmark piece in investing history, not just because of its brilliant analysis of GEICO, but because it is the only full-length stock analysis Buffett ever published under his own name. Written at age 21 while still a student of Benjamin Graham at Columbia, it offers a rare and raw glimpse into the early mind of a future investing legend.
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There are other picks as well as seen in this link. This is the best I could find but it is bit hard to read.
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Interesting read on how a change in top management (CEO) can trigger the new growth trajectory and stock outperformance
https://www.moneycontrol.com/news/business/markets/new-ceos-are-driving-outsized-stock-market-returns-across-india-inc-13301034.html
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Good Article by Digant Haria of Green Edge on NBFC - Northern Arc
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Came Across This Video While tracking VIP
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Just a heads up: it’s plagiarised.