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Month: September 2018

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A Quick Context on the Market Fall. Is This A Time To Buy?

Markets have fallen. You won’t know it looking at the Nifty, but the midcaps have fallen over 18% this year, and the small caps, are down nearly by a ...

Macronomics: Understanding the Mad Market Move, Liquidity and Margin Pains

  Here’s a bit of the stuff that’s been impacting the market. We’ll try and put it in perpsective. Markets have fallen mostly because ...

When a Stock falls big, Is that a Opportunity or a forebearer of further bad news

When a stock falls 50% in a day, most of the time, the underlying reason is that the company has issued Bonus shares or the company has gone with a Stock ...

Portfolio: We Exit Motherson Sumi From Our Long Term Portfolio

The long term portfolio has seen a good return last year (see post). We don’t usually do any sudden moves on any stocks, and analyze them based on results ...

The Market Fall: Panic, Leverage and Surprise

“And be careful of what you do, because the lie becomes the truth” – Michael Jackson, “Billie Jean” What a crazy market day ...

Outlier In Focus: Paushak Industries – A Strong Player in Niche Market

We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. Here’s a look at Paushak ...

Book Review: The Acquirer’s Multiple: How the Billionaire Contrarians of Deep Value Beat the Market

Books on Value Investing are one too many to count. Top of the mind recalls are Benjamin Graham’s Intelligent Investor Seth Klarman’s Margin of Safety to ...

Premium:The IL&FS Downgrade and How To Navigate Debt Funds That Hold Its Bonds

Bond markets seems to be in rough times. With the dollar at 72 and beyond, the debt markets have cracked big time. Look at the yield curve now, comfortably ...

What we are Reading: Amazon’s Antitrust Paradox

Who doesn’t love to get a bargain – we all love to buy things cheaper than what we are presented with. Stores organize discount festivals ...

 Annual Report Review : Parag Milk Foods Limited

In continuation to our annual report review series, in this post we review the annual report of Parag Milk Foods Limited (PMFL). Parag is in the diary business ...