Post Holdings, the breakfast of champions.

Good morning my dear readers,Wish you a very happy weekend. Today, lets learn about a pretty interesting spin off of a 'Cereal Company' which happened in the US in 2012.________________________________________________________________Pictures can give...

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Jul 14, 2023
The divestment of VSNL.

Good morning my dear readers,Long ago, in 2002, there was a pretty cool special situation in a company called VSNL.~This was a time when a lot of private telecom players were entering the market and VSNL, it was feared will not be able to compete pro...

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Jul 10, 2023
No newsletter today friends, a little unwell.

Good morning my dear readers,I am not in a position to write ✍️ today.I know that the show must go on, but 😔..(It's the flu, nothing major, hopefully).Will wear my Spidey costume on Friday morning.See you then, Neil BahalFounderNegen Capital Ps- *Th...

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Jul 03, 2023
Increase your holding period, learn from history.

Good morning my dear readers,2023 has zipped by, June is already ending. Time really flies. Need to enjoy the moment.(Too heavy for a Friday? 🙂).~I recently came across some fascinating data points which I wanted to share with you..1- The below are...

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Jun 30, 2023
Shelby Davis, one of the best 'Unknown' investors.

Good morning my dear readers,I came across a very good story, about a man named Shelby Davis, who is probably 'one of the best investors which you would have never heard about'.~~Background: He started late, very late, at the age of 38!, With $50,000...

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Jun 26, 2023