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66 ArticlesLong term portfolio

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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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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 ...
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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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Earnings Report: Q3FY18 Results in Long Term Portfolio

We have four more results for you in this quick post. These pertain to companies in our Long Term portfolio. We continue to retain them in the portfolio and if ...
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Earnings Report: Q3FY18 Results in Long Term Portfolio

Results of stocks in Long Term Portfolio has been discussed in this post. We continue to retain them in the portfolio ...
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