In continuation to our coverage of results for our portfolio companies, we cover two consumer facing businesses in this post. Consumer facing businesses will ...
For better or worse, banks take centre-stage during testing times. Times like now separate the wheat from the chaff. Today we look at Axis bank – which ...
The 2W industry is at an interesting juncture. Personal mobility is one of the drivers for 2W sales going ahead. In addition, the expectation of good monsoons ...
Gujarat Gas’ total volumes grew 55 percent compared to last year, aided by higher demand from ceramic companies in Gujarat, moving from coal-based to ...
Reliance Industries Ltd.’s focus on reducing debt in times of uncertainty has led to a re-rating in the share prices. It has announced multiple transactions ...
This is a summary of our 3rd AMA, on 13th June. On the CM LongTerm Portfolio What are the steps involved at CM in determining entry / exit criteria for CM LT ...
Action: We’re buying the 2nd tranche of 4 into the LongTerm MultiCap Portfolio that we entered in April. Since initiating the portfolio in April, it is ...
Aarti Industries was in the news this week. One of its long term (10 year) contract was terminated, and the company will receive $120-130 million, roughly ...
In this post we look at two companies in our long term multicap portfolio. The diagnostic space is set to undergo change, with people taking their health ...
