Anil Rana,CFA @AnilCfa

Contrarian Value Investing | Finding opportunities where perception and reality diverge. New Delhi, India Joined April 2021

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Anil Rana,CFA @AnilCfa

4 hours ago

Everyone is focusing on HDFC Bank’s low growth. But what if it is deliberate to manage the credit-deposit ratio? The main question is - Is the long-term story dead?

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Anil Rana,CFA @AnilCfa

6 hours ago

Axis Bank is growing deposits at over 18%, yet trades at less than 14x earnings. Meanwhile, investors are chasing 50x P/E stocks growing at less than 10%.

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Anil Rana,CFA @AnilCfa

7 hours ago

Rapid growth funded by debt can look impressive on papers. If that growth depends on political connections, the risks multiply. Shareholders are usually the ones who pay the price.

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Anil Rana,CFA @AnilCfa

a day ago

It is not about growth or high ROE in lending business It is all about surviving with reasonable growth in long term. Many focused on 1st part, Now not available..

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SpaceX falls below the IPO price. It is not always about quality of any business, but also how much you are paying for that. For most of the IPOs, the biggest winners are often the bankers- not investors.

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Anil Rana,CFA @AnilCfa

2 days ago

The best businesses are those where everyone knows the recipe for success, yet few can enter and compete. Finding one at an attractive valuation is a very profitable scenario.

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Anil Rana,CFA @AnilCfa

2 days ago

SBI Funds IPO is subscribed over 40x. Its valuation is also at this level. When subscription and valuation rise together, future returns often don’t.

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Anil Rana,CFA @AnilCfa

2 days ago

Losing market share doesn’t always destroy terminal value. What matters is whether the business can still compound cash flows over the long term. There lies the difference between perception and opportunity.

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Anil Rana,CFA @AnilCfa

2 days ago

ABB is expecting whopping 80% growth in Indian business. It’s the positive surprises that drive share prices, not the smooth ride.

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Anil Rana,CFA @AnilCfa

2 days ago

When a good business is already above fair value, even normal growth can lead to years of price stagnation. HDFC AMC may be one such business at its current valuation.

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Anil Rana,CFA @AnilCfa

2 days ago

When you focus only on building a high margin business but forget to create entry barriers, Those margins are invitations to world. The paint industry is learning this the hard way.

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Anil Rana,CFA @AnilCfa

3 days ago

If your investment depends entirely on future growth to accelerate, you’re relying more on hope than on valuation.

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Anil Rana,CFA @AnilCfa

3 days ago

Indian IT is not in trouble due to AI, It is in trouble due to lack of volatile earnings.

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Anil Rana,CFA @AnilCfa

3 days ago

Groww is diversifying from options to MTF. Can retail investors benefits from leverage in stocks instead of options? It is the same poison in a different bottle.

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Anil Rana,CFA @AnilCfa

3 days ago

@Darkrevenant98 Canfin, shriram fin,Rec.. No recommendation

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Anil Rana,CFA @AnilCfa

3 days ago

War can make Cheap banking stocks fall more. But can it permanently reduce the intrinsic value of a sound bank? That’s where opportunity lies.

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Anil Rana,CFA @AnilCfa

4 days ago

Nothing moves in a straight line in the stock market- not stock prices, not portfolios. If it does, you are probably looking at a bubble or scam.

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Anil Rana,CFA @AnilCfa

4 days ago

A popular sector is not always a wise investment, Especially when future orders will be distributed among many players. Defence might be one that sector.