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4402 ArticlesDeepak Shenoy

59 / 441

Momentum Portfolio : We Add One New Auto Company To Our Portfolio

We add a new auto company to our portfolio. Our yesterdays entry gave an amazing 8.32% returns in a single ...
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What Are Perpetual Bonds? Bond Baba Explains

You can’t live forever, they say. But some things can. And one of those things is probably a “Perpetual bond“. Bond Baba knows your next ...
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Momentum Portfolio: We Add One New Position in another Chemical and Drug Co

The markets are remarkably up and we added one more position in our momentum ...
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Portfolio: Adding One Stock And Exiting Another Partially

We are adding on more stock to the momentum portfolio and exiting other. We are taking a cautious approach and exiting in small ...
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Prudential ICICI Insurance IPO: Good Stock But Price is Too High

Today’s the last day for the Prudential ICICI IPO. It’s already subscribed 6 times, which means the last few hours will see a serious ...
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Longterm Portfolio Result Update (Sep 2016): 40% Returns YTD

The Long Term Portfolio is up 50% in One Year and 40% in 2016. Here’s a quick summary of Company Results. First, however, the performance. We’ve ...
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Profits of Nifty Companies Are *Lower* by 9% in June Quarter, Which Is Probably Good News

The 50 Nifty companies have announced results. And we have the verdict, they mostly suck. Here’s the chart. Click for a larger image. The Story: Cement: ...
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Momentum Portfolio: We Get Into This Auto Parts Company

The market's back, thank goodness. And now we enter an auto parts supplier we have liked this stock. Since this is a long-only portfolio. there is no ...
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How Much Of Recent Equity Fund Inflows Were In Arbitrage Funds?

There’s more to the arb fund story. We spoke of how much of the inflow into equity funds was just in Arbitrage funds, which are just funds that try to ...
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Macronomics: The CAPE Shiller P/E Ratio for the Nifty

Today we’ll speak of how to calculate the Cyclically Adjusted P/E Ratio, or CAPE, for the Nifty. Robert Shiller invented this for the US, so it’s ...
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