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23 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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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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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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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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LongTerm Portfolio: We Exit [Stock] After A Rough Year of Results

We are exiting TNPL in the Long Term Portfolio at a return of only 32% in about two years. (This isn't quite that much, even though it's positive) It's been an ...
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Portfolio: Exiting Couple of Stocks and Moving Some to Hold

We are seeing a lot of volatility in the market Elections coupled with increasing crude prices have turned the overall sentiment red. We need to tread ...
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Q4FY18 Earnings Report: Results in Long Term Portfolio – Part 1

The season of Q4 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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Portfolio (Unlocked): We Exit Supreme Petrochem From the Long Term Portfolio for 3x in Three Years

We are exiting Supreme Petrochem in long term portfolio. The stock has gone to a very high level since we bought it in September 2015 at 110 (Read post here). ...
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Buybacks Go Sour. But It Gives Us A New Idea For The Long-Term

We now recognize that buybacks are crowded trades and will not pursue them as a strategy or a special opportunity, except where the stock itself looks good ...
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