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General
[Newsletter] Letter from Fund Manager, 5 Good Reads and Market Overview
Nifty 50 inches up and reaches yet another high point. While the street expected to see 20k print on the Index but it wasn't to be. Silver has delivered a ...
General
[Podcast] Stock market returns are lumpy. Get used to it
Our latest podcast episode is here, and it’s all about exploring the different ways investors make money in ...
Deepak's Memos
Wealth Letter July 2023: It’s raining new highs
In the Netherlands, there are two lotteries. One is the regular lottery – you get a number, and if they draw that number, you make riches. But ...
General
[15-Jul] Market Overview, 5 Good Reads and Sensex 30 PE ratio
🔆 Saturday Coffee Newsletter Market Overview: Top Indices & Asset Classes Sensex 30 PE: Markets at high but not costly! Good Reads: 5 good reads on ...
General
[Newsletter] Merger of Mammoths, Market Overview and 5 Good Reads!
This week, Gold, Crude, and USDINR experienced gains across all asset classes, while the S&P 500 faced headwinds. The Nifty 50 also had a positive week, ...
Stocks
What the HDFC Bank merger really means for investors
What's the post-merger scenario for HDFC Bank? In a nutshell: 1. Most of the synergies have already been established, and therefore, no major changes are ...
Stocks
Decoding ‘Trending Value’ in India: Insights from the investing classic ‘What works on Wall Street’
What works on Wall Street by James O'Shaughnessy published in 1997 is the original quantitative investor's handbook. One of the strategies explored in the book ...
Charts & Analysis
The impact of Return on Capital on Shareholder Returns
Return on Capital (ROC) is considered a critical part of the puzzle of finding quality businesses to invest for the long term. We did a longitudinal analysis ...
General
[Newsletter] Quantitative Investing, 5 Good Reads and A Quiz!
The Nifty 50 hit new highs, surging by a cool 2.8% this week. The S&P 500 and Silver weren't far behind, gaining around 2% each. In the past year, the Nifty 50 ...
General
[Newsletter]: Never ending suffering of BYJU’S, Market Overview & 5 Good Reads
🔆 Saturday Coffee Newsletter Market Overview: Top Indices & Asset Classes Good Reads: 5 good reads on investing & finance On Point: Never ending ...