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24 ArticlesMulticap Portfolio

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Q2FY20 Earnings Report: Results in the Long Term Multi Cap Portfolio 

Q2FY20 results of company’s have started coming in, in this post we take stock of the results of companies in our long term multicap portfolio. We start ...
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A Fast Moving Stock Gets Into the Multicap Portfolio

This is a Premium Unlocked Post This is an interesting opportunity, but one that’s fairly risky simply because it’s moved up fast. The problem with ...
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Q1FY20 Earnings Report: Results In Long Term Multicap Portfolio

In this post we look at the Q1FY20 results and share notes from conference call of a company that we have recommended in our long term multicap portfolio. ...
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Portfolio: The Changes in the Multicap Portfolio

The Multicap Portfolio has been up and running since Nov 2014. We have churned the portfolio on an individual basis. Some stocks have been based on certain ...
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Q4FY19 Earnings Report : PSP Projects

In this post we look at the Q4FY19 results and share notes from conference call of a company that we have recommended in our long term multicap portfolio. PSP ...
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Q4FY19 Earnings Report : DCB Bank & City Union Bank

In this post we look at the Q4FY19 results and share notes from the conference call of two banks that we have recommended in our long term multicap portfolio. ...
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Q4FY19 Earnings Report : Parag Milk Foods

In this post we look at the Q4FY19 results and share notes from the conference call of a company that we have recommended in our long term multicap portfolio. ...
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Q4FY19 Earnings Report : NOCIL

In this post we look at the Q4FY19 results and share notes from the conference call of a company that we have recommended in our long term multicap portfolio. ...
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Portfolio: Adding A Bank To Multi Cap Portfolio

Public Sector Banks have been a strict no-no for investors since NPAs started to balloon up big time. Now things are changing with PSU banks (at least some) ...
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Q3FY19 Earnings Report : Results in the Long Term Multicap Portfolio

APL Apollo came up with Q3 results last week and had a conference call on 18th Feb. Below is the snapshot from the results and notes from the conference call. ...
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