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The Long Term Portfolio: Summary Of Results and Investment Update

We have a bunch of positions in the Long Term Portfolio and here’s an update on all their results. This is a long post (warning!) and we are happy to ...

Jun 02, 2016

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Premium: How Suzlon's Debt Tweaks Are Changing The Fortunes Of The Renewable Energy Company

Suzlon had results yesterday and a few interesting things came out. Here’s a quick series of thoughts: Note: We have sourced all info from their FY16 ...

May 31, 2016

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Premium: Learning From Stupidity – Exits Should Only Be With A Stop Loss

Today we did something really stupid. We exited from a stock that wasn’t moving – and then, it ended up at a 20% upper circuit! We had eight ...

Apr 20, 2016

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