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Premium: How Markets Have Performed At Different P/E Ranges

It’s interesting to see how P/E ranges impact longer term returns. If you look at a Price to Earnings Ratio (P/E) independent of anything else, ...

Feb 17, 2017

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The Long Term Portfolio: Summary of 3QFY17 Results (Part 2)

We have a bunch of positions in the Long Term Portfolio and here’s an update on all their results. Please use the reply button or #stocks-fundamentals on ...

Feb 16, 2017

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The Long Term Portfolio: Summary of 3QFY17 Results (Part 1)

We have a bunch of positions in the Long Term Portfolio and here’s an update on all their results. Please use the reply button or #stocks-fundamentals on ...

Feb 15, 2017

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Uncle Theta: Introduction to LEAP Options, Part – I

Long Term Options on the Nifty. These are Long-term Equity Anticipation Securities or simply called LEAP Options. They just have much more time to maturity ...

Feb 15, 2017

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Bond Baba Tells You About Bonds With Put Options (Buybacks)

Bonds are strange beasts. You can have: A bond that pays regular interest (monthly, quarterly, annually) Or one that pays only cumulative interest at the end ...

Feb 14, 2017

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The BuyBack Bonanza and What it Means For A Long Term Shareholder?

In the Budget of 1997, the then Finance Minister P. Chidambaram abolished taxation of dividends in the hands of the shareholder and instead enacted the ...

Feb 10, 2017

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Fixed Income Portfolio: Goodbye Gilt and Dynamic Funds, Hello Ultra Short Terms [Bond Baba]

The RBI hasn’t cut rates and bonds have been crushed. How bad is it, really? For bond funds, it’s a drop across the board, as government ...

Feb 10, 2017

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Macronomics: Solid Case For A Rate Cut, But RBI Is Unpredictable

There’s an RBI policy today. And it’s at 2:30 pm instead of the regular 11 AM. While this may be minor, it’s an indication of how much the ...

Feb 08, 2017

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Premium Whatzatt: Analyzing Bonds, Active Hedging, LTCG on Stocks.

We introduce the Premium Whatzatt – our Q&A message board. While our premium members get exclusive access to the Slack community which allows ...

Feb 07, 2017

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These Buybacks are Juicy, Says Bond Baba as We Add Another 13% Opportunity

Bond Baba has found yet another interesting arbitrage. This time it’s on an IT stock. We might not like IT stocks because of Trump and what not, but ...

Feb 03, 2017

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