Wednesday, April 18, 2012

Interesting investments

List of companies/investments which are of good quality immaterial of if they are fairly priced or not.


  1. SKF India: Debt free. Makes bearings. P/E of about 17. FAG bearings and Timken are close competitors. FAG bearing is also debt free.
  2. FAG Bearings: Debt free company. German company.
  3. Vesuvius India: Cool Hand Luke analysed the company. He says that the financials are pretty clean.

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