I came across some great podcasts and videos of noted investors. I thought I should write down the lessons before I forget. Here is an attempt on my part. This is work in progress and please think of me as one of the blind men to have touched the elephant.
I recently made this presentation on Wonderla to my friend Anshul. In the process of making it, my own thoughts got organized. Please dont use this as a buy or sell recommendation as this maybe harmful to your wealth.
NESCO is a cash generator that's fairly valued and offers an opportunity to invest in it for the long term.
I liked the company - Indraprastha Gas Lines as it generated free float. But on further analysis, I decided to ditch it due to governmental controls.