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Stocks
SEBI Changes Rules for Bankruptcies: Buyers Can Take More Than 75%, Easier Delisting
We’re written a lot about bankrupt companies and how it’s dangerous to buy them. Current shareholders have felt cheated by the stocks’ ...
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Portfolio: Adding Fourth Tranche of EV Portfolio
This is a quick note on the buying of a new tranche in the Electric Vehicle Portfolio. We liked a bunch of stocks and this is where we will buy more of them, ...
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Q4FY18 Earnings Report: Results in Long Term Portfolio – Part 3
In continuation with the analysis of the Q4FY18 results, here is the third part covering four more companies that form part of our long term ...
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Premium: The Additional Surveillance Measures on Stocks And The Opportunities It Brings
There's a new deal in town: The Additional Surveillance Mechanism (ASM). This is a relatively new concept that SEBI and the exchanges have brought about where ...
Charts & Analysis
Guest Post: What they did not tell us about long-term investing
A picture is worth a thousand words No pain, No gain Money can’t buy happiness Or the more contemporary: Privacy is a myth If you’re not paying for it, you ...
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Q4FY18 Earnings Report: Results in Long Term Portfolio – Part 2
In continuation with the analysis of the Q4FY18 results, here is the second part covering four more companies that form part of our long term ...
Economy
RBI Hikes Rates, But The Market Yields Had Already Moved Up
The RBI increased rates today. For the first time since Jan 2014 we have seen rates go up. The repo rate (at which banks borrow) has gone up to 6.25%. The ...
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Premium: Adding a CV OEM to Long Term Portfolio
We now add a company in the Long Term Portfolio after a long hiatus. It's been a rough market, and while stocks are still richly valued, we continue to find ...
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Portfolio: Replacing 11 Stocks in Momentum Monthly Rejig
Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the ...
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LongTerm Portfolio: We Exit [Stock] After A Rough Year of Results
We are exiting TNPL in the Long Term Portfolio at a return of only 32% in about two years. (This isn’t quite that much, even though it’s positive) ...