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Long Term Portfolio: Summary of Q2 FY18 Results

The season of Q1 results has almost come to an end. Most of the results are out. We thought we will compile results of Long term portfolio for you, so you can ...
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Portfolio: Momentum Monthly Changes Replaces 10 Stocks. Sets Aside Cash For Later Buys

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio. The performance of the portfolio since we started in ...
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Portfolio: We Exit Mcleod Russell From Our Long Term Portfolio

We are exiting a stock in long term ...
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Portfolio: Adding Second Tranche Of EV Portfolio

The EV portfolio has given a phenomenal run of 32% since it started on 22 Aug 2017 with six stocks. Post that we added three more stocks. It's time to add the ...
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Premium: Wipro Gives Us That Buyback Juice Again – Bond Baba Looks At 8% For Next Month

Two of our buybacks get back to active mode. Remember, we exited Wiproearly at 302. And we are still in Infy. (Entry post) Some progress now, as both announce ...
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Premium: Uncle Theta Creates Another Strategy To Protect Downside for 2018, and a Past Review

It’s one of those times when you would have loved a no-downside strategy. Don’t lose anything when the market moves down. And it’s down the ...
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Premium: Bond Baba Ditches a Buyback Midway in Frustration But Gets 5% in 4 months

We’re sick and tired of Wipro. No, really. We thought it would be a brilliant buyback. Buy in the market at 286, get bought back and 320 and let it go. ...
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Portfolio: Momentum Monthly Changes Replaces Eight Stocks & About 20% In 5 Months

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio. The performance of the portfolio since we started in ...
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Portfolio: We Exit Sintex BAPL From Our Long Term Portfolio

Sometimes you have to let a stock go even if you feel that there's something good that will happen to it. This is one of those times. We exit  from our Long ...
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Macronomics: Agri Estimates Among Three Reasons Why Long Bonds Are In Trouble

In the stock market, no one’s worried about anything. Apparently, it doesn’t matter that crude oil made a multi-year high. Jet Airways made a 10% ...
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