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4402 ArticlesDeepak Shenoy

17 / 441

Don’t Lose Money on the Nifty: No Downside Strategy Review for 2019, New One for 2020

We’ve been talking about our “No Downside Strategy” for a few years now. Basically, how do you get the the Nifty returns when it goes up, but don’t ...
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Operation Twist: The Last Time, Liquid Funds Lost Money. This Time is Better.

We have written about an “Operation Twist” in the 1960s in the US. (Read post) In 1961, when Kennedy became President, the US was going through a ...
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Podcast #16: What Broke Karvy and How Zerodha is Shaping the Future of Broking

“All the new accounts that we’re opening (at Zerodha), we have an approval to open it without the power of attorney (POA)… we are running a ...
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[Premium] The Bonus Stripping Opportunity to Reduce Your Taxes

Have you sold some ESOPs or unlisted company shares at a profit? Do you have any debt funds you want to exit due to their debt holdings but don’t want to ...
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All This In One Day: Hiking PMS Minimums, Selling BPCL, Letting Voda-Idea Breathe…

So many incredible things happened yesterday that it’s taken me a lot of effort just to get things together to write this piece. Here’s the ...
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Premium: Why Equitas and Ujjivan Get a Lousy Valuation Compared To The Banks They Own

There are some excellent banking stocks valued at much lesser than their peers, and growing. Two small finance banks – Ujjivan and Equitas – have ...
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Happy Diwali 2019! Predictions and the Scorecard from Last Time

It’s Diwali time again! Wish you and yours a wonderful Diwali 2019, and hope the year brings prosperity and wealth! It’s also time for the annual ...
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A Fast Moving Stock Gets Into the Multicap Portfolio

This is a Premium Unlocked Post This is an interesting opportunity, but one that’s fairly risky simply because it’s moved up fast. The problem with ...
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Premium: As GRUH Becomes Bandhan, Readjust Your Shares Accordingly

On the 18th of October, your shares of GRUH Finance will be replaced by shares of Bandhan Bank. For every 1000 shares of Gruh, you will have 568 shares of ...
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Good Things Happen, Because Bad Things Are Allowed To: Karachi Stock Exchange Version

Markets are going to be volatile, because that’s by design. If you curtail volatility, forcibly, it doesn’t end well. Oh, and people have tried. In ...
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