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Q4FY20 Earnings Report: Hero Motocorp
The 2W industry is at an interesting juncture. Personal mobility is one of the drivers for 2W sales going ahead. In addition, the expectation of good monsoons ...
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Q4FY20 Earnings Report: Performance Of City Gas Distributors
Gujarat Gas’ total volumes grew 55 percent compared to last year, aided by higher demand from ceramic companies in Gujarat, moving from coal-based to ...
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How Reliance Plans To Get “Net Debt Free”
Reliance Industries Ltd.’s focus on reducing debt in times of uncertainty has led to a re-rating in the share prices. It has announced multiple transactions ...
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AMA with CM: On generating ideas, Multibaggers, Market forecasts, Book Recommendations, investing internationally, Franklin Equity Funds and more
This is a summary of our 3rd AMA, on 13th June. On the CM LongTerm Portfolio What are the steps involved at CM in determining entry / exit criteria for CM LT ...
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Buying the 2nd tranche of the Longterm MultiCap Portfolio
Action: We’re buying the 2nd tranche of 4 into the LongTerm MultiCap Portfolio that we entered in April. Since initiating the portfolio in April, it is ...
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Impact of a terminated 4,000 cr. contract on Aarti Industries
Aarti Industries was in the news this week. One of its long term (10 year) contract was terminated, and the company will receive $120-130 million, roughly ...
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Q4FY20 Earnings Report: Dr Lal Pathlabs
In this post we look at two companies in our long term multicap portfolio. The diagnostic space is set to undergo change, with people taking their health ...
Foundations
How to think about Asset Allocation in India – Part 1
Getting usual Asset allocation advice is like listening to in-flight safety demonstrations. The airline crew has to give it, and you don't even have to pretend ...
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Understanding the Why of Trends | Siding with Shiller
Constancy of Human Nature There is something primal about the human emotions of Greed and Fear. It is these emotions in a collective sense that reflect in ...
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The Indian Tile and Bathware Industry: Which companies are better placed – Part 2
In Part 1 of the Tile and Bathware Industry series, we looked at the Indian Tile Industry and how the market leader Kajaria dominates. Here we look at the ...
