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Premium Portfolio
CM Focused Portfolio – A strong start to FY22
Q1 FY22 results season is coming to an end. It has been a strong quarter both from earnings as well as market returns perspective. Here's a short review of how ...
Stocks
Vodafone Idea: Deteriorating hopes of survival
Will Vodafone Idea survive? Has been one of the most frequently asked questions since the Supreme Court's AGR verdict a year ago. Recently, we wrote on what ...
General
Independence day gets little more special! 🤗
We’re a bit early, but this newsletter won’t get to say this tomorrow, so here goes – wish you a very Happy Independence day! 🇮🇳 In ...
Opinion
EP39: Why we run a PMS and how we do it differently
What is a Portfolio Management Service? How does it really work? Do they actually benefit their clients? In this episode, Vashistha and Deepak explore PMS' ...
IPO
CarTrade: A Play On New Age Car Buyers
CarTrade could not have better timed the launch of its IPO. The market is optimistic, IPOs are heavily over-subscribed and with the outbreak of coronavirus, ...
General
E-Currency, Disruption, IPOs and idealess Vodafone!
We start with a post from Deepak Shenoy where he reflects on the month gone by and tries to imagine a future led by disruption. We follow it up with an ...
Foundations
What is the e-RUPI? How does it work?
The NPCI has launched the e-RUPI, a new way of giving someone money for a specific purpose. What is this new thing? Is it an old thing that looks like a new ...
Stocks
What happens if Vodafone Idea goes bankrupt?
An unfavourable verdict of a two-decade-old legal battle between India’s mobile operators and the Government of India has put one of India’s oldest telecom ...
Deepak's Memos
Wealth Letter July 2021: Following the Disruption
India has a strange set of rules for movies. When someone is smoking on the screen, the movie must show a line that says smoking is injurious to health. ...
IPO
Devyani International: Pizza & Burger On One Plate
The IPO frenzy shows no signs of abating. Yet, another loss-making company is on its way to list on the Indian bourses. Devyani International Ltd. – the ...
