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63 ArticlesLong term portfolio

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Premium: Adding a Small Cap Infotech Stock to our Multi Cap Portfolio

While China ran away with Manufacturing, India has been the hotbed of Service Industry. Tata Consultancy (TCS), Infy and Wipro are the names that come up when ...
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Premium: Adding a Stock to the Long Term Multicap Portfolio

The recent correction in the markets has given us an opportunity to look at stocks which we earlier liked but went short of adding it in our portfolios because ...
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Premium: Adding a Stock to the Long Term Multicap Portfolio

The recent correction in the markets has given us an opportunity to look at stocks which we earlier liked but went short of adding it in our portfolios because ...
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Portfolio: We Exit [Stock] From Our Long Term Portfolio

The long term portfolio has seen a good return last year (see post). We don’t usually do any sudden moves on any stocks, and analyze them based on results ...
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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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Q4FY18 Earnings Report: Results in Long Term Portfolio – Part 4

In continuation with the analysis of the Q4FY18 results, here is the fourth part covering four more companies that form part of our long term ...
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Portfolio: We Exit Three Stocks In Our Long Term Portfolio

We're now going to exit a few more stocks from the Long Term Portfolio. We understand that there are altogether too many exits recently, but such is the market ...
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Q4FY18 Earnings Report: Results in Long Term Portfolio – Part 3

In continuation with the analysis of the Q4FY18 results, here is the third part covering four more companies that form part of our long term ...
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Q4FY18 Earnings Report: Results in Long Term Portfolio – Part 2

In continuation with the analysis of the Q4FY18 results, here is the second part covering four more companies that form part of our long term ...
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Premium: Adding a CV OEM to Long Term Portfolio

We now add a company in the Long Term Portfolio after a long hiatus. It's been a rough market, and while stocks are still richly valued, we continue to find ...
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