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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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Fundas: Self Sustainable Growth Rate

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