These are the companies that I really like and would want to invest in at the right price
1. 3M India - big fan of 3M's innovation model.
2. CRISIL - great business. Doesnt need capital, no competition (ICRA is way behind!!!) and companies need ratings. Stock is expensive.
3. Indian Hotels - good brand. Intangible brand value and the business has high entry barriers. The financials dont look very great though !!!!
4. Tata Beverages - I like the health beverages business. Lot of potential to build brands there. Downside is that big companies like Pepsi and CocaCola, who have a lot of money, are also eyeing that.
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