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Premium

Q2FY20 Earnings Report: Results in the Long Term Multi Cap Portfolio 

In continuation to our results post of companies in our multicap portfolio, we take a look at results of two more companies in this post. This time, results ...
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Opinion

How To Buy A Mutual Fund (Ep-14)

  “Mutual funds Sahi hai doesn’t means equity mutual fund sahi hai… In the last 10 years, an SIP in a liquid fund has given exactly as much ...
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Premium

Vodafone Idea – The Potential Hit to Mutual Funds Due To The Supreme Court Ruling

What's with the Vodafone-Idea combine? Things look horrible. The recent ruling of supreme court regarding the definition of "Adjusted Gross Revenue" (AGR) has ...
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Premium

Premium: Why Equitas and Ujjivan Get a Lousy Valuation Compared To The Banks They Own

There are some excellent banking stocks valued at much lesser than their peers, and growing. Two small finance banks - Ujjivan and Equitas - have been doing ...
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Charts & Analysis

Does buying expensive quality stocks work?

It’s the 1960s. New investors join the markets in droves. The number of shareholders crosses a landmark number for the first time in history.  Most of these ...
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Premium

Q2FY20 Earnings Report: Results in the Long Term Multi Cap Portfolio 

Q2FY20 results of company's have started coming in, in this post we take stock of the results of companies in our long term multicap portfolio. We start off by ...
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Premium

Portfolio: Changes in the Premium Momentum Portfolio – November 2019

The mojo in markets which had all but disappeared over the long winter it has witnessed is finally seeing strains of green shoots. Whether these early shoots ...
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Commentary

Happy Diwali 2019! Predictions and the Scorecard from Last Time

It’s Diwali time again! Wish you and yours a wonderful Diwali 2019, and hope the year brings prosperity and wealth! It’s also time for the annual ...
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Opinion

Podcast: Should You Buy A House? (Ep-13)

“Your EMI is going to consist of way more rent paid to a bank than the rent you’re paying your landlord. So if you financially look at it, ...
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Premium

Taking Stock: A Deeper Look at Alkyl Amines

It has been a while since we have looked at individual stocks in detail. As part of our taking stock series we look at stocks in depth, check the detailed ...
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