Category: Investing
-
Why don’t we give “Target Price” for our portfolio companies
At Proinvest Nirmiti, our research team believes that investors should view businesses as a moving picture rather than a static one. The problem with assigning a Target Price is
-
NIRMITI -The Art of Reinvesting
[vc_row css=”.vc_custom_1608117809527{padding-top: 25px !important;}”][vc_column][vc_column_text]Over the past years we have studied various businesses. What we found out is that we can broadly categorize them into two buckets based on how they achieve Growth. The first category are businesses which do not need much capital to grow. They have in-built levers to grow upto a certain level…
-
SBI Cards- Young India’s Ultimate Consumer Credit Play
[vc_row css=”.vc_custom_1608117809527{padding-top: 25px !important;}”][vc_column][vc_column_text]Imagine that you want to start your own NBFC & operate in the highly competitive Consumer Loan segment. You would be competing with India’s largest consumer credit players like Bajaj Finance & HDFC Bank. In order to succeed you should be able to address the 3 points mentioned below-[/vc_column_text][ld_spacer height=”20px” sm_height=”20px” md_height=”45px”…