#fixed costs

So I Got Chickens, Part 3: Baby’s First Egg

Guys, there’s been a lot of movement on the chicken front. And if you just pictured chickens in tiny military uniforms, good, that was my plan all along. It’s been just over six months since we got chickens. When I wrote the first post in this series, it was really about expectations. I wanted to lay out the pros and cons of the experience, and why I’d ultimately decided to pull the trigger on…

JK Cement: Market share gain is a positive but upside in the stock limited

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In the June quarter, JK Cement Ltd saw its grey cement volumes decline by 19% year-on-year to 1.59 million tonnes. This compares with the industry’s volume fall of nearly 30% y-o-y. Analysts say this highlights market share gains for the company, which is led by its 50% capacity expansion in North India.

In a post-earnings conference call, the company’s management said while the…