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Month: May 2018

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Focus on Portfolio, Not on Stocks

Manpasand wasn’t a stock that found pasand among investors in recent days with the stock over the last 3 days falling by 50%. Thanks to the concept of price ...
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Fundas: Understanding the Price to Book (P/B) Ratio

In this post lets try and understand the Price to Book ratio also commonly known as P/B ratio. What does it mean when companies trade at a P/B of 1, why do ...
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Charts: A Different Perspective

When we talk about Charts, the assumption is that it refers to Index Charts or Stock Charts. But real information can be extracted by creating charts using ...
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The Banking Sector is in a Mess – Is there a way out

  IDBI Bank today announced it has 28% bad loans. For every 100 rupees they’ve lent, nearly Rs.28 has gone bad. Do note that even the best banks ...
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Chart: The Battering of the Midcaps and Smallcaps in 2018

A quick note on how crazy the markets have been for the midcap bazaar this year – a 16% fall in the smallcap index and 12% drop in midcaps. And ...
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The Bhushan Steel Bankruptcy Saga: Tata Steel Takes Over With 99% Ownership, Eventually.

It’s nearly final. Tata Steel has taken over Bhushan Steel. In what is the first big resolution in the NCLT bankruptcy cases (Read our coverage) the ...
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Portfolio: Exiting Couple of Stocks and Moving Some to Hold

We are seeing a lot of volatility in the market Elections coupled with increasing crude prices have turned the overall sentiment red. We need to tread ...
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Premium: The Economics of the Basmati Industry

In this post we will cover the Basmati industry in India. Topics that we will cover in this post are - History, Trade, Varieties, Domestic and Export market ...
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Q4FY18 Earnings Report: Results in Long Term Portfolio – Part 1

The season of Q4 results has almost come to an end and results are slowly trickling out. Here is a quick compilation of results of stocks that form part of our ...
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Fundas: Self Sustainable Growth Rate

In our funda series, we bring in a term that's not often understood: The Self Sustainable Growth ...
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