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Long Term Portfolio: Summary of Q1 FY18 Results.

The season of Q1 results has almost come to a fag end. Most of the results are out. We thought we will compile results of Long term portfolio for you, so you ...
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Premium: US Watchdog Fines Habib Bank $630 Million, DCB Shares Tumble, Whats the Impact?

DCB shares took a fresh hit today of 3%. The reason was interesting: it has the same promoters as of Habib Bank in Pakistan, and that Pakistan bank has been ...
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Uncle Theta Closes Stratoptions for a Near 3% Return in the Month

There is an art, it says, or rather, a knack to flying. The knack lies in learning how to throw yourself at the ground and miss. – Douglas Adams ...
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Premium: The EV Portfolio and Watchlist

We have talked about the concept of Electric Vehicles and Batteries. Here’s a portfolio of stocks we think can benefit from our move to Electric Vehicles in ...
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Premium: The Electric Vehicle Wave: Analyzing the Battery Ecosystem

Batteries form the heart of electric vehicles. That’s most of what they have. A battery that powers an electric motor, which runs the driveshaft. Batteries ...
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Bond Baba: Will the Infy Buyback Be Useful for an Arb?

Infy has announced - just recently - that they will meet on the 19th to decide if they should buy back shares. They've announced that they will spend about Rs. ...
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Premium: Electric Vehicles will be Huge, and Why We Need an EV Portfolio

Electric vehicles are the future. For India and for the world. Electric vehicles have a big advantage over Petrol or Diesel vehicles China leads the world in ...
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Portfolio: Momentum Monthly Changes Replace a Whopping 16 Stocks

It's the first Monday of the month, and it's time to rework the Momentum portfolio. It's not done fantastically - with only a 2.85% return since June when we ...
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Macronomics: Banks bet on personal loans, but are we seeing a subprime move?

A quick look at sector credit today, once again. As of June, 2017, bank credit has been stalling at about 5% overall growth. Banks are continuing to favour ...
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Macronomics: That Pesky P/E and CAPE Ratio Chart Which Reveals Extreme Valuations at Abysmal Earnings Growth

________________________________________________________________________ It’s unfashionable to talk about things like valuations now. The latest Howard ...
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