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278 ArticlesShreesh Biradar

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Q1FY18 Earnings Report: Results in Long Term Portfolio – Part 1

The season of Q1 results has almost come to an end and results are slowly trickling out. Here is a quick compilation of results of stocks that form part of our ...
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Portfolio: Replacing 7 Stocks and Adding One More in Momentum Monthly Rejig

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the ...
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Premium (Unlocked): Analyzing the Returns of the Momentum Portfolio at Capitalmind

We have some interesting insights from two strategies that focused purely on Price Momentum in the last year or so. With 25%+ returns, here’s a look at ...
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Premium: Buybacks are back! DB Corp Shows Some Potential

There's some movement in the buybacks. But it seems that the trade is getting seriously crowded. Too many people are jumping in! So, this time we avoided ...
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Fortis Hospitals has an upcoming Open Offer – Worth a Chance?

Is there a play here for a savvy Investor? Since IHH is infusing additional funds and also taking over management control, there is a compulsory open offer ...
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Premium: The Richly Valued Indian Insurers Pay Out More than Half Their Premium Earned In Commissions and Surrenders

Today, India has around 24 Life Insurance Companies to choose from though only four of them are listed on the stock exchanges. In this post we will be looking ...
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Portfolio: Replacing 5 Stocks and Adding 4 More In Momentum Monthly Rejig

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the ...
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Premium [Unlocked]: Banking Sector of FY 2018

In India – the economy which has become a rising beacon of growth among the investors, but the supporting wheel of its economy, the banking sector has been ...
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Macronomics: RBI Protects the Rupee By Selling Dollars, And Squeezes Rates Upwards

In Macronomics we'll look at the liquidity situation in the markets. Foreign investors have been pulling out money in both equity and debt markets. For the ...
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Uncle Theta: The Devil in the Gamma – The Risk of Selling Options Close To Expiry

There has been a huge interest, recently, in doing the "mad option selling" thing. Some of this involves selling a very large number of out-of-the-money ...
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