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74 ArticlesKrishna Appala

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Vinati Organics: Right way forward

The speciality chemicals space has grown by leaps and bounds since 2015. Many companies in this sector have been multi-baggers and delivered spectacular ...
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Seven stocks that look more attractive after a correction

Markets have fallen. What are you buying? Nifty is down -13% from its peak in Oct 2021 and some stocks have fallen anywhere between -25% to -50%. In this post, ...
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Adding three new stocks to the Focused portfolio

The time is right to increase our allocation to equities and reduce our cash levels. While the Nifty 50 is down -by 12%, some stocks have fallen by 25% to -50% ...
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Why we are buying: Capitalmind Focused Factsheet June 2022

After the recent market correction, we believe the time has come to move from being cautious to being (a little) greedy. We've exited some fundamentally weak ...
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Jubilant Foodworks: A turnaround sequel on the cards?

2017: The CEO had resigned. The stock had fallen 50%. Investors were worried about growth prospects. Historically, the promoters had relied on professional ...
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Is RBL Bank safe?

From the asset quality concerns to the management crisis, RBL Bank had seen it all in the last 6 months. The stock is down (-88%) from its all-time high and ...
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Time for banking stocks to make a comeback?

The era of easy money is behind us. The world is moving from Quantitative Easing to Quantitative Tightening, which we haven’t seen since 2008. All the global ...
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Which is the best REIT in India?

REITs, a relatively new asset class to Indian investors had seen a huge interest in the last 2Y. Despite the huge popularity, REITs performance is below par. ...
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Where will the Nifty bottom out?

Investors are exiting everything. Crypto, Mutual Funds, Stocks, even Gold. The biggest question now in every investor's mind is, where is the bottom? We ...
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CM Focused Factsheet: A strong FY22 and the FY23 roadmap

FY22 was a good year for the CM Focused portfolio, up 36.7%, while the Nifty 50 advanced by 19%. In this post, we'll break down the CM Focused Portfolio's ...
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