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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 ...
General
[Newsletter] Nifty hits new high, 5 Good Reads and Our Weekly Quiz!
This week was dominated by the equity markets, with the S&P 500 witnessing gains and the Nifty 50 recording a 1.3% increase. Meanwhile, there was a slight drop ...
Commentary
How the investment industry harnesses FOMO to drive sales
The typical Amazon product page has almost 10 elements meant to nudge us to buy the product. All businesses utilise FOMO-nudges to stand out in a crowded ...
Premium Portfolio
[Video] Focused Portfolio Q4 Review: Overcoming Headwinds and Picking Up Pace
Markets are near all time high, and the Q4FY23 results season for our Focused portfolio has now concluded. Every quarter, we release a detailed factsheet about ...
General
[Newsletter] Markets At Highs But Not Costliest, Market Overview & 5 Good Reads
🔆 Saturday Coffee Newsletter Market Overview: Top Indices & Asset Classes Good Reads: 5 good reads on investing & finance Off the Chart: Markets at ...