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4330 ArticlesDeepak Shenoy

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The 10 Things in Budget 2021 That Matter (*Conditions Apply)

The Budget for FY 2022 is here, and it's incredible in one thing: Not too many higher taxes. We thought there would be a corona cess, and there wasn't. An ...
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Don’t Put Too Much in ULIPs, Says Budget 2021. You’ll Be Taxed Like A Mutual Fund

Your ULIPs – Unit Linked Insurance Plans – had a huge advantage over mutual funds or any other form of investments, in that they were tax free on ...
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The GME Short Squeeze And The Brilliant People At r/WallStreetBets

Gamestop shares have climbed to $148 yesterday after being at $18 on January 1, 2021. This remarkable run is the story of a sub-reddit group, a short-going ...
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Deepak Shenoy on The Seen and The Unseen Podcast

Amit Varma, the host of The Seen and the Unseen Podcast, interviews me over a near-four-hour episode on Markets, Life, Fourier Transforms, Investing and So ...
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Food Prices Crash in Dec 2020, Slapping Inflation On The Face

There's a massive correction in inflation - down to  4.59% in December 2020, the lowest since September 2019 (15 months). This is sudden, and probably lower ...
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Experimentals: A Great Beginning to 2021 with TCS, Majesco and Wipro

We've had some very interesting experimentals in 2020, and we have a great start in 2021 in closing three experimentals with a reasonable profit, in the first ...
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A Dire Warning To DHFL Shareholders In The Resolution Process

If you own DHFL shares, which have run up recently*, and have hopes that the “Resolution plan” for the company will result in massive gains, we ...
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The Nifty Downside Protection Plan: 1.8% Alpha in 2020, And The 2021 Strategy

There's a way to invest so that you can get most of the upside of the Nifty, but not that much of the downside. Capitalmind has provided such a strategy for ...
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Closing the Tata Steel Experimental: Furious Rally, Quick Return

We posted just a day back about an experimental we had taken on December 5th. It was an arbitrage between Tata Steel’s partially paid share, as a long ...
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Experimentals: That Tata Steel Trade Once Again

We have yet another experimental, after a very successful IDFC trade. This one's more short term and needs some capital (5 lakh+) to execute, for a relatively ...
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