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1275 ArticlesStocks

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Behind the Bankruptcy Act and Why Moral Hazard Makes Shareholders Feel Cheated

For long, a joke which was close to reality when it came to the Banking Sector was “If you owe the bank £100, that’s your problem. If you owe the bank ...
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Portfolio (Unlocked): We Exit Supreme Petrochem From the Long Term Portfolio for 3x in Three Years

We are exiting Supreme Petrochem in long term portfolio. The stock has gone to a very high level since we bought it in September 2015 at 110 (Read post here). ...
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Strides and Sequent Scientific Demerger into Solara : What is in it?

When we buy a tablet (drug) , the money we are paying is for the active pharmaceutical ingredients also called API which is the key ingredient in a drug that ...
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Outlier in Focus: Venkys – The Hen Which Lays Golden Eggs?

We come across a large number of interesting stocks in Capitalmind SNAP Outliers, our discovery tool for stocks with momentum. Here’s a look at Venkys, a ...
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The Bankrupt Companies in NCLT May Revive, But You Still Lose: Monnet Ispat Edition

There’s a steel company called Monnet Ispat which has a 1.5 million ton steel capacity. It owes banks Rs. 10,200 crore rupees. That’s nearly as ...
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Yes, SBI, When You Say The Worst Is Over…

Update: After this post, SBI posted record losses of 7,700 cr. in the subsequent quarter, and we have a small note at the bottom. Even we couldn’t have ...
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The Magic Behind The Profits of Reliance Jio

Reliance Jio is profitable, apparently. Because Reliance Industries has a press release to this effect: From the accountant’s point of view he is right. ...
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Realty and Metal Best Performers in 2017, Pharma and IT Worst

The broad based Nifty 50 Index returned 27.66% in the last calendar year. While different sectors performed at different scales, we bring to you the holistic ...
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2017 In Review : The Top Performers of The Year

2017 has come to screeching halt. From recovery of demonetization to rising Oil prices and  implementation of GST to Gujarat Elections. We saw the market ...
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Q2-FY18: Earnings Notes: Gujarat Fluorochemicals, Indian Energy Exchange, PVR & Take Solutions

Here is a short summary from the Q2-FY18 Earnings Call Transcript of a few selected stocks. The sole objective of this post is to provide a quick short digest ...
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