The GDP release for the September quarter has been interesting. It shows a 6.3% growth, which, by itself, would be a good thing. But you have to consider a few ...
The EV portfolio has given a phenomenal run of 32% since it started on 22 Aug 2017 with six stocks. Post that we added three more stocks. It's time to add the ...
Two of our buybacks get back to active mode. Remember, we exited Wiproearly at 302. And we are still in Infy. (Entry post) Some progress now, as both announce ...
In general, it seems to be a bad idea to speak of the Nifty P/E ratio anymore. So anti national. But just because it doesn’t matter, should we just stop? ...
Here is a short summary from the Q2-FY18 Earnings Call Transcript of a few selected stocks. The sole objective of this post is to provide a quick short digest ...
Here is a short summary from the Q2-FY18 Earnings Call Transcript of a few selected stocks. The sole objective of this post is to provide a quick short digest ...
We’re sick and tired of Wipro. No, really. We thought it would be a brilliant buyback. Buy in the market at 286, get bought back and 320 and let it go. ...
Some stocks have cycles. In a down cycle they do badly. In an upcycle, they do so well that you watch in awe as profits go through the roof. But a cycle ...
