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Month: November 2017

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The Sep 2017 GDP in Charts: 6.3% Growth But With a Falling Twelve Month Pattern

The GDP release for the September quarter has been interesting. It shows a 6.3% growth, which, by itself, would be a good thing. But you have to consider a few ...
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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. ...
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Charts: The Nifty, Junior and Nifty 500 P/E At 10 Year Highs and Dull Earnings Growth

In general, it seems to be a bad idea to speak of the Nifty P/E ratio anymore. So anti national. But just because it doesn’t matter, should we just stop? ...
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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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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 last few days, ...
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Q2-FY18: Earnings Notes: ICICI Lombard, Lupin & Mahindra CIE

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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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. They ...
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Story: How the Pollution in China Caused a 3x increase in Graphite Electrode Profits In A Year

Some stocks have cycles. In a down cycle they do badly. In an upcycle, they do so well that you watch in awe as profits go through the roof. But a cycle ...
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Chart: Coming Back To Cash One Year After Demonetization

It’s been a year since Demonetization! At 8 pm on November 8, 2017, Prime Minister Modi told us all that the big notes we have – Rs. 500 and Rs. ...
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