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278 ArticlesShreesh Biradar

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Portfolio: We Exit Three Stocks In Our Long Term Portfolio

We're now going to exit a few more stocks from the Long Term Portfolio. We understand that there are altogether too many exits recently, but such is the market ...
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Portfolio: Adding Fourth Tranche of EV Portfolio

This is a quick note on the buying of a new tranche in the Electric Vehicle Portfolio. We liked a bunch of stocks and this is where we will buy more of them, ...
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Premium: The Additional Surveillance Measures on Stocks And The Opportunities It Brings

There's a new deal in town: The Additional Surveillance Mechanism (ASM). This is a relatively new concept that SEBI and the exchanges have brought about where ...
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Premium: Adding a CV OEM to Long Term Portfolio

We now add a company in the Long Term Portfolio after a long hiatus. It's been a rough market, and while stocks are still richly valued, we continue to find ...
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Portfolio: Exiting Couple of Stocks and Moving Some to Hold

We are seeing a lot of volatility in the market Elections coupled with increasing crude prices have turned the overall sentiment red. We need to tread ...
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Q4FY18 Earnings Report: Results in Long Term Portfolio – Part 1

The season of Q4 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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Premium: How the Reclassification of Equity Mutual Funds Impacts You: HDFC and ICICI Funds

This is in continuation with our earlier post titled “How the Reclassification of Debt Mutual Funds Impacts You: HDFC and ICICI Funds” What Are The ...
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Bond Baba: How the Reclassification of Debt Mutual Funds Impacts You: HDFC and ICICI Funds

Last year SEBI has released a circular for all fund houses to re-categorise their equity and debt funds under the headers mentioned by SEBI. The ...
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Portfolio (Unlocked): We Exit Supreme Petrochem From the Long Term Portfolio for 3x in Three Years

We are exiting Supreme Petrochem in long term portfolio. The stock has gone to a very high level since we bought it in September 2015 at 110 (Read post here). ...
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Strides and Sequent Scientific Demerger into Solara : What is in it?

When we buy a tablet (drug) , the money we are paying is for the active pharmaceutical ingredients also called API which is the key ingredient in a drug that ...
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