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60 ArticlesLong term portfolio

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Portfolio: We like this Plastics Company for the Long Term Portfolio

We are adding a plastic firm in Long Term Portfolio. The firm has increased its operating margins, expanded its capacities and have other macro economic ...

Jul 07, 2017

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Portfolio: We Exit Redington and Add A Specialty Tyre Manufacturer To Our Long Term Portfolio

We Exit Redington and Add A Specialty Tyre Manufacturer To Our Long Term ...

Jun 20, 2017

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Portfolio: We Exit A Smartcap From The Long Term Portfolio

Portfolio: We Exit A Smartcap From The Long Term ...

Jun 16, 2017

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The Long Term Portfolio: Summary of FY17 Results

We have a bunch of positions in the Long Term Portfolio and here’s an update on all their results. ...

Jun 09, 2017

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Portfolio: Booking 50% Profit In Aegis Logistics

We sell 50% of the position in Aegis logistics.  While the future is bright, the stock has moved up a lot and is probably at where it will be in the next year ...

Jun 01, 2017

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Premium: Adding a Demerger Story to our Long Term Portfolio

Adding a Demerger Story to our Long Term ...

May 04, 2017

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Portfolio: Adding a Chemical Company to Our Long Term Portfolio

We are adding an interesting chemical company to our long term ...

Apr 29, 2017

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Portfolios (Unlocked) : We Have a 4x Return In Supreme Petro. Moved to Hold + Book 25%

We have an action to be taken on the Long Term Portfolio. A stock we’ve held for a while – Supreme Petro – has gone up nearly 4 times. So, we ...

Apr 27, 2017

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The Long Term Portfolio: Summary of 3QFY17 Results (Part 2)

We have a bunch of positions in the Long Term Portfolio and here’s an update on all their results. Please use the reply button or #stocks-fundamentals on ...

Feb 16, 2017

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The Long Term Portfolio: Summary of 3QFY17 Results (Part 1)

We have a bunch of positions in the Long Term Portfolio and here’s an update on all their results. Please use the reply button or #stocks-fundamentals on ...

Feb 15, 2017

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