First Water
Investing in the shadow of uncertainty
Investing in the shadow of uncertainty - an article that was featured in the Times of India. https://timesofindia.indiatimes.com/blogs/vo...
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First Water
- Jun 6
- 2 min
Article with IIFL - Flexible packaging - the ultimate FMCG proxy for the Value Investor
Our article with IIFL about the flexible packaging space https://www.indiainfoline.com/article/news-sector-fmcg/flexible-packaging-%E2%80...
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First Water
- Jun 6
- 4 min
IIFL interviews Ricky Kirpalani of First Water
First Water’s run deep https://www.indiainfoline.com/article/editorial-interviews-leader-speak/ricky-kirpalani-lead-sponsor-investment-ad...
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First Water
- Jun 6
- 2 min
Standing against the Crowd - the life of a Contrarian Investor
Please find below our article - "Standing against the Crowd - the life of a Contrarian investor" that featured in Moneycontrol.c0m, one...
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First Water
- Jan 31
- 4 min
Budget 2022-23: Infrastructure is the key to a strong economy
2022 has started off with quite a lot of market-moving activity with the two key ones being: What will the Fed do? Geo-political: ...
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First Water
- Dec 30, 2021
- 4 min
The importance of Intrinsic Value for a long-term investor
Extracts from First Water's article in Moneycontrol on intrinsic value. https://www.moneycontrol.com/news/business/markets/here-is-why-in...
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First Water
- Dec 17, 2021
- 3 min
Nurturing a concentrated portfolio could be the key to creating alpha
Read extracts from First Water's interview with the Financial Express on the benefits of having a concentrated portfolio. Concentrated...
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First Water
- Dec 3, 2021
- 4 min
Public equity model: A profitable bet for family offices and UHNWI’s
Extracts from CNBC - 18. The objective for the Family Office and UHNWI is the same, to view their excess cash as a business in itself,...
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First Water
- Nov 29, 2021
- 8 min
IPO's - Don't believe the hype
This could be the Golden Decade for India, Arun Chulani, Research Analyst with First Water – said in an interview with Zee Business’s...
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First Water
- Sep 17, 2021
- 1 min
The Key Man - interview with the authors about the rise and fall of Abraaj
Interview with Simon Clark and Will Louch, the Wall Street Journalists who helped expose the alleged wrong-doings of Abraaj....
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First Water
- Sep 17, 2021
- 4 min
Will AI impact the emerging world
Most of us reading this have probably already interacted with some form of Artificial Intelligence (AI) from customer service chat boxes...
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First Water
- Sep 17, 2021
- 3 min
It was the best of times, it was the worst of times.
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of...
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First Water
- Sep 17, 2021
- 3 min
When in doubt, stagger?
With many markets showing strong performances for the last year, the question on many peoples lips is “What next”? 1. Has the market...
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First Water
- Sep 17, 2021
- 5 min
When there's blood on the streets
Thoughts on how to react in a falling market. Contribution to Forbes Magazine For even the casual investor, this is a very well-known...
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First Water
- Sep 17, 2021
- 5 min
Enter the tiger, exit the dragon; will India become the next China?
Will India become the next economy of strong growth? Thoughts as published in Forbes. According to Angus Maddison, the esteemed...
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