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Month: July 2024

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How hot are smallcaps, really?

In this post, we try to answer one key question for the 'cautiously optimistic' investor: Yes, small-cap stocks are frothy, but by how much? We analyzed the ...

Exicom Tele-Systems: Early mover in the EV charging space.

Exicom Tele Systems, a recent debutant on the Indian bourses, is a two-decade-old company offering energy solutions for telecommunication sites and EV charging ...

Patience is the strategy: Focused portfolio mid-year review

It's been a bit of a rollercoaster, especially these last few months, but that's part of the equity investing. It's like having a compass and a map in the vast ...