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Month: April 2018

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Uncle Theta: SEBI Gets Physical on Settlements

Uncle Theta is back after a long while to talk about the changing regulatory world of derivatives. There is a new concept that you now have to ...

Chart: How Much Have Nifty 50 Stocks Fallen from their 52 Week Highs?

Nifty is down 6.7% from its peak, but that barely explains the underlying churn that is being seen in the constituents that form the Nifty 50. Nifty 50 is a ...

The Battle of Taxes: SGX "Steals" the Nifty

It’s Impossible to be sure of anything but Death and Taxes – Christopher Bullock Governments and Kings before them for centuries have been able to run ...

Fundas: Decoding the ROE – Part 2

This is a two-part post on a fundamental concept called the Return on Equity (ROE). Here is the first part. Now read the second:  In this post we will apply ...

Fundas: Decoding the ROE – Part 1 

This is a two-part post on a fundamental concept called the Return on Equity (ROE). Here is the first part. Here’s a basic basic concept defined: ...

Charts: Brokerage Accounts in India Grow 40%, Zerodha Now In Third Place

Today’s chart is about the rise of the number of active brokerage clients in India. We now seem to have about 83 lakh active brokerage customers.  (HT ...

Talwalkar’s – What is in a Name? Everything, apparently.

“What is in a name?”, Shakespeare asked? Well, if he asked the question to investors who bought Talwalkar’s Better Value Fitness Ltd they ...

Portfolio: Replacing 7 Stocks in Momentum Monthly Rejig

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio ...

Buybacks Go Sour. But It Gives Us A New Idea For The Long-Term

We now recognize that buybacks are crowded trades and will not pursue them as a strategy or a special opportunity, except where the stock itself looks good ...