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Premium: The Arbitrage in the Sale of a Paper Company

An interesting opportunity arises in a sale of a paper company. Acquisitions happen regularly, but this one is intriguing because the company is being sold at ...
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Portfolio: A Good month for Momentum Portfolio – Changes for June

National Elections have historically meant Volatility and strong one sided moves. While the pollsters were before the elections unanimous in entertaining that ...
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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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Premium: Tata Chem Demerges The Consumer Entity into Tata Global – Is This Good or Bad?

Tata Chemicals will demerge the stuff that you know about it – The Tata Salt, the Sampann Dal and such things that are the “consumer” ...
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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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Macronomics: The Lost Decade For The Nifty Due To Inflation

In a shorter Macronomics piece today, we speak of the impact of Inflation on stock markets. It wasn’t evident then, but high inflation has meant that ALL ...
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A Closer Look at a Chemical Company

In this post we will look at chemical company focused on and diversified within fluorine chemistry. The Company : Gujarat Fluorochemicals Limited Source: ...
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Portfolio: Changes to the Momentum Portfolio – May 2019

With all eyes on the on-going elections, markets remained flat for much of April. May when the results and who shall govern us for the next 5 years becoming ...
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