One of our LT Multi-cap holdings Manappuram Finance had come up with strong set of numbers. Consolidated AUM is up by 18.6% YoY to 26,900 Cr. Gold AUM is up ...
Highlights of KEI Industries Q2FY21 Earnings: Revenue was down -16% YoY to Rs 1036.94 Cr. The company has a strong order book of 2663 Cr as of 31st Oct ...
October 2020 Monthly Update for the LongTerm Multicap Portfolio The Monthly Multicap Portfolio Factsheet will focus on Summarising the performance over the ...
Couple of years back, Mr. Sanjeev Bikhchandani got five calls from Housing.com investors saying, “You’ve got the business (99 acres was generating 70-80 Cr ...
When a great business meets bad management - its true value gets locked. No better example to illustrate this scenario than United Spirits & Vijay Mallya. He ...
You have to love buybacks. A company buys back its own shares, and you’re thinking: Wow, they also like their share price! You are being naive, brother. ...
The Monthly Multicap Portfolio Factsheet will focus on Summarising the performance over the last month and since inception Quick thoughts on overall state ...
On 20th of August 2020, GMM Pfaudler in its press release said that it will acquire 54% stake in its parent Pfaudler International from the PE firm Deutsche ...
What do the latest Auto sales indicate us ? After 2 years of contraction in volumes, demand & margins being at historical low - we see some initial growth ...
On Sep 1st 2020, Government has capped the benefits under the Merchandise Export from India Scheme (MEIS) at Rs 2 crore per exporter on exports made between ...
