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Month: August 2018

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What We Are Reading: Paul Singer, Activist or Vulture?

A very interesting piece by Sheelah Kolhatkar on Paul Singer, the “vulture” investor: (The New Yorker) It’s a harsh tribute to Singer, whose ...
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Premium (Unlocked) – Annual report review : Balkrishna Industries (BKT)

As part of a new initiative we will review annual reports of companies. Annual reports of some companies are voluminous and lot of the material can be skimmed ...
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Portfolio: Adding Fifth Tranche of EV Portfolio

We have completed four tranches of buying electric vehicle portfolio. And today we will be buying in fifth tranche. The EV portfolio is all about companies ...
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Nifty 50 – The Runaway Kid!

Markets are rolling higher like no tomorrow. Nifty 50 is up 11% for the year and while the Nifty Small Cap 100 and Nifty Mid Cap 100 aren’t in the ...
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Bond Baba: A Bank Bond That Gives 9.8%, Better Than Its Own Deposits, or Bond Funds?

In Bond Baba today we ask you one question: Do you like FDs? Okay, maybe you like FDs. Fixed Deposits. When you put your money with a bank and it ...
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Q1FY18 Earnings Report: Results in Long Term Portfolio – Part 1

The season of Q1 results has almost come to an end and results are slowly trickling out. Here is a quick compilation of results of stocks that form part of our ...
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What are we Reading – Gauging pro-cyclicality and financial vulnerability in Asia

Turkey has been in the news recently as its currency went through a rapid depreciation against the United States Dollar. Then again, it shouldn’t have been ...
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Charts: The Consolidated P/E of the Nifty Stocks And Their Earnings Growth

There’s problem in the P/E of the Nifty. It’s calculated based on the standalone earnings of the Nifty companies. This isn’t always fair ...
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Fundas: Understanding the PE Ratio, and a Model To Make Sense Of It

As part of our funda series in this post we cover the Price to Earnings Ratio, we explain the P/E ratio and model to make sense of the ...
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Guest Post: How Many Of Your Investments Will Survive?

This is a guest post by Anoop Vijaykumar. Anoop is a SEBI Registered Investment Adviser and writes about equity investing at thecalminvestor.com. Follow him ...
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