But can this approach succeed in the diamond industry, where exclusivity is often the main attraction? Over the past three years, Trent has achieved impressive growth, with sales and profits rising at compound annual growth rates (CAGR) of 68% and 103%, respectively. During this period, its share price grew at a CAGR of 90%, pushing … Read more
In a major move, Saurabh Mukherjea, founder and chief executive of Marcellus Investment Advisors, is shifting his investment strategy towards smaller ‘challenger’ companies. This marks a significant departure from his traditional focus on high return on capital employed (ROCE) firms, even at higher valuations, considering them as ‘consistent compounders’ and a relatively strong bet. “Having … Read more
Adani Ports & SEZ: Adani Group is preparing a $3 billion fund to increase its global ports capacity and establish a significant presence in the corridor connecting India to Europe via Central and West Asia. The group plans to increase its port capacity from 600 million metric tonnes per annum (MMT) to 800 MMT in … Read more