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Premium: The Additional Surveillance Measures on Stocks And The Opportunities It Brings

There's a new deal in town: The Additional Surveillance Mechanism (ASM). This is a relatively new concept that SEBI and the exchanges have brought about where ...
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Q4FY18 Earnings Report: Results in Long Term Portfolio – Part 2

In continuation with the analysis of the Q4FY18 results, here is the second part covering four more companies that form part of our long term ...
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Premium: Adding a CV OEM to Long Term Portfolio

We now add a company in the Long Term Portfolio after a long hiatus. It's been a rough market, and while stocks are still richly valued, we continue to find ...
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Portfolio: Replacing 11 Stocks in Momentum Monthly Rejig

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the ...
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LongTerm Portfolio: We Exit [Stock] After A Rough Year of Results

We are exiting TNPL in the Long Term Portfolio at a return of only 32% in about two years. (This isn’t quite that much, even though it’s positive) ...
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Fundas: Understanding the Price to Book (P/B) Ratio

In this post lets try and understand the Price to Book ratio also commonly known as P/B ratio. What does it mean when companies trade at a P/B of 1, why do ...
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Portfolio: Exiting Couple of Stocks and Moving Some to Hold

We are seeing a lot of volatility in the market Elections coupled with increasing crude prices have turned the overall sentiment red. We need to tread ...
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Premium: The Economics of the Basmati Industry

In this post we will cover the Basmati industry in India. Topics that we will cover in this post are - History, Trade, Varieties, Domestic and Export market ...
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Q4FY18 Earnings Report: Results in Long Term Portfolio – Part 1

The season of Q4 results has almost come to an end and results are slowly trickling out. Here is a quick compilation of results of stocks that form part of our ...
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Portfolio: Replacing 10 Stocks in Momentum Monthly Rejig

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the ...
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