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Facebook: Like The Sustainable Competitive Advantage and Growth Potential

The Thesis

Facebook offers advertisers an unrivaled combination of reach and ability to target specific audiences. This, combined with the powerful network effect and barriers to entry created by the company’s enormous base of almost 1.8bn users, give Facebook a sustainable competitive advantage over both existing and new social networks. 4,393 more words

SSWL Research on Promoter Buying

Hi, I am Saket.

I recently had the opportunity to attend Delhi Investor’s Association Meetup on
Nov. 27th, 2016. At the Event, I shared my presentation on Steel Strips Wheel Ltd. 18 more words

Investment Research

Vital Questions to Ask Before Making Any Investment

Making investments is something that everyone with a spare bit of cash should do. In fact, many people do it without thinking about it. If you own your home, it might not technically be an investment property. 1,525 more words

Business Tips

Analysis: Monsanto Risk Arbitrage


This document contains an independent analysis of Monsanto Co. (NYSE: MON). Information on my investment philosophy can be found here. 910 more words

Value Investing

IFRS 16: A New Life for Leases

Off-to-on Balance Sheet

Deep in the throes of the Great Recession (2007 -2008), former International Accounting Standards Board (IASB) Chairman Sir David Philip Tweedie, in an oft-cited quote from a speech at The Empire Club of Canada, remarked that: “one of my great ambitions before I die is to fly in an aircraft that is on an airline’s balance sheet.” His remark was motivated by the fact that most airline companies use operating leases that appear as off-balance sheet items. 930 more words

Investment Research

Back to the Future, or The Curious Evolution of Managed Investments


Once upon a time, there were no managed funds. As hard as it may be to believe it now, investing was once the exclusive realm of the wealthy. 1,192 more words

Johnson & Johnson: 3 Reasons To Be Optimistic From The Q2 Results

Johnson & Johnson (NYSE:JNJ) reported its Q2 results on July 19th 2016, which topped analysts’ estimates, leading the stock higher where it has stabilized since. 38 more words

Investment Research