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Foundations
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 ...
Premium
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 ...
Stocks
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 ...
Stocks
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 ...
Opinion
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
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 ...
Charts & Analysis
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 ...
Premium
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 ...
Charts & Analysis
Charts: Inflation Falls Below 4%, and Hearteningly, Core Inflation Falls Too
Inflation for August 2018 came in at a low 3.69% for August 2018. This is pleasant news with a sliding rupee, which nearly hit 73 to a dollar before reversing. ...
Opinion
Book Review: Dead Companies Walking: How a Hedge Fund Manager finds Opportunity in Unexpected Places
One of the enduring things about America is that they don’t overly critique failures. Companies that try and fail are better off than companies that ...
