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Portfolio: Adding Third Tranche Of EV Portfolio

The EV portfolio is a theme based portfolio, which consists stocks which will be benefiting from the changing landscape of EV industry in ...
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Premium: Bond Baba Regrets a Failed Buyback From Overambitious Entry

While the buybacks we've targeted have done well so far, the last one was a failed attempt, and we'll ...
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Earnings Report: Results Parag Milk Foods, Motherson Sumi, VRL logistics, Indian Hume Pipe Company

In continuation to the earnings report sent last week, we analyse results of four more companies which are part of our long term portfolio in this post. Parag ...
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What Hurts If Arb Funds Unwind? The Budget Impact, Part 2

In our Previous post, we took a look at the impact of the changes in Tax on Balanced funds. This time, we look at a more dangerous player – Arbitrage ...
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Earnings Report: Results In Long Term Portfolio

The season of Q3 results has almost come to an end and most of the results are out. Here is a quick compilation of results of stocks that form part of our Long ...
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The Budget Hits Mutual Funds, Part 1: Balanced Funds

This is a two part series on the impact of the new taxes on mutual funds, and how they will hit the investment dynamic.  Balanced funds invest in stocks and ...
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Macronomics : RBI Forces Base Rates To MCLR, and How This Will Hurt Banks

The recent RBI monetary policy said that banks will need to link their base-rates to MCLR. While this looks simple, it has a large impact on ...
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Portfolio: Amid Volatility We Replace Six 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 Monday has ...
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Portfolio: We Exit Some Positions in the Momentum Portfolio

We are exiting a complete position in one stock by booking 87% profits and partial positions in two stocks which have given returns of 186% and 97% in less ...
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Premium: A Look at the Dairy Industry – Part 2

In the first part of this series we examined the Dairy Industry in India, ​and today we will discuss the important financial metrics of the following listed ...
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