The Writing Room

We aim to keep our investors up to date with regular written pieces that discuss our portfolios and our views on the opportunity-set whilst using the exercise to clarify our thoughts.

Writing Room

HOUSE OF OCEAN DIAL SERIES – HOODnote: Whilst your back was turned

As a single country investment destination, India has “come of age”

Ocean Dial’s most recent update highlights SIX key takeaways for investors to consider and TEN reasons why India is a superior quality investment opportunity than ever before.

August 2022

HOUSE OF OCEAN DIAL SERIES – HOODstock: WELSPUN INDIA

 

In this note, we look at Welspun India, a company that forms part of  the HOOD, (investible universe), or House of Ocean Dial. Welspun is India’s largest home textile company, exporting more than 94% of it’s products to more than 50 countries.

February 2022

HOUSE OF OCEAN DIAL SERIES – HOODnote: DIGITAL ADOPTION

Tridib Pathak

The Transformation of India’s Public Equity Markets Through Widespread Digital Adoption.

 

In this note, Tridib Pathak examines the challenges of being an equity investor, and how important it is to use established research processes to avoid hype whilst being alert for new ‘normals’ that can change business models.

February 2022