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Q3FY20 Earnings Report: Results in the Long Term Multi Cap Portfolio
Q3FY20 results of company’s have started coming in, in this post we take stock of the results of companies in our Long term Multicap portfolio. We start ...
Mutual Funds
Podcast #21: The amazing rise of passive and what you need to do about it
“When you talk about bubbles, right from the Tulip mania (1637) to the housing bubble (2006-07), all of these bubbles were fueled by greed. But ...
Mutual Funds
Where should I park money for a few months
What’s the problem? This occurs often. A common money goal we all deal with from time to time. You have some money you need to park. You know you will ...
Stocks
Markets just don’t care about human suffering
Could China’s New Coronavirus become a Global Epidemic? That’s the headline of a wired article published yesterday, the same day the first case was ...
General
How the Franklin UST Bond Fund Reacted to Vodafone’s Fall From Grace
Just as the Supreme Court refused to review their order on telecom companies having to pay a higher fee, the impact was felt highest on Vodafone Idea, which ...
Fixed Income
Actionable: Opportunity courtesy Vodafone Idea [Premium Unlocked]
Update, 11 July 2020: We exit this trade with Vodafone Idea paying Franklin in full, and the trade nets a return of 5% in 6 days. (Read the closing post) ...
General
Portfolio: Addition to the MultiCap Portfolio
The chemical industry is enjoying tailwinds due to customers increasing sourcing their supplies from India. The major player in the chemical space is China, ...
Foundations
Guest Post: Does Book-To-Market Ratio Predict Future Stock Returns
This is a guest post by Anand Shekhar. Anand is the Head of Research & Development at Centre for Analytical Finance, Indian School of Business. He ...
General
Podcast #20: Surviving a bear attack – how Dhirubhai did it
“The bear cartel was successful in bringing the share price down but Dhirubhai was smart. He realized that if this bear cartel was allowed to go on, they ...
Premium
Portfolio: Adding an Electrical Company To the MultiCap Portfolio
The Stock has been consistently growing its topline with more than 20% CAGR and the bottomline is 30%+. The push from government towards infra and recent ...