Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
𝛼
SK
or Search
SIGN UP
SIGN IN
INSIGHT PROVIDER
Samir Mehta
Musings on Markets and Investing
•
Sometimes Confused but Always Curious
Message
Follow
Location:
Singapore
Joined:
12 May 2026
4
Insights
126
Views
3
Followers
Equities
Message
Follow
Regions
More Filters
Refresh
Top Picks Only
Recent
bearish
•
Thematic (Sector/Industry)
•
15 Sep 2026 08:14
•
Syndicated
Chui Lung | Sep 14, 2026
I have a fascination for complex words derived by stitching together two or more existing ones, which then become a part of our lexicon as if that...
Samir Mehta
89 Views
Share
bullish
•
Thematic (Sector/Industry)
•
07 Aug 2026 09:03
•
Syndicated
Nobody Subsidises a Down Jacket
Over a 6 year period from 2009 till 2014, a Chinese manufacturer of down jackets undertook some dramatic decisions. They bought a six-storey...
Samir Mehta
110 Views
Share
bullish
•
Thematic (Sector/Industry)
•
10 Jul 2026 15:00
•
Syndicated
Splitting Hairs: Chinese Consumer Names Are Still Not Cheap - Need a Mindset Change
In mid-June, I met Naveen Pandey, the newish-CEO of Bajaj Consumer Care, an Indian listed company. That I was impressed is an understatement; the...
Samir Mehta
115 Views
Share
bullish
•
Cisarua Mountain Dairy
•
11 May 2026 09:38
•
Syndicated
Cisarua Mountain Dairy: Neglect Provides Opportunity
Innovation, dynamism, financial strength and demonstrably cheap. I first met Farell Sutantio, President Director (CEO) of Cisarua Mountain Dairy...
Samir Mehta
113 Views
Share
1
For Institutional Investors and Financial Services
For Corporate IR and Strategy
For Private Wealth Intermediaries
Pricing
How Smartkarma Compares
Who We Are
Careers
FAQs
Research Provider Solutions
Syndicate your Publications
Compliance
Terms of Use
Privacy Policy
Press Kit
RSS Feeds
Request a Free Trial
Avail a Transition Account
Guest Posts on Smartkarma
Other Enquiries
Join TL;DR Community
Free Weekly Newsletters
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.70.4
x