We normally study why & how businesses are built & scaled which seems like a positive bias for looking at reality. With this discussion, let’s take a look at how & why businesses fail with some examples from the recent past.

Life Insurance (part 1): Life insurance companies are few and far between in the listed space. Some of the big names are HDFC standard life, Max life, ICICI prudential life and SBI life. The way to ascertain value is not based on price to earnings but embedded value. The embedded value is...

At the Financial Opportunities Forum held on 28th July 2016, Mr. Rajeev Thakkar discusses the negative interest rates around the world and its impact on investing.

Valeant pharmaceuticals was a darling of the Pharmaceuticals space in the U.S and Canada. Its model seemed flawless with it focusing on acquiring products and companies and demonstrating pricing power. Example it would hike prices for key drugs which it acquired and then marketed by 1000...