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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

The global OHT market is estimated to be $12 Billion. This company in our portfolio has a global market share of 8% in agricultural tyres and 2-3% in the OTR ...
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Bharti Airtel: Phoenix Rising From The Ashes

This Premium article has now been unlocked for free access The Indian telecom sector is entering a phase of tariff discipline which along with paradigm shift ...
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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

In continuation to our coverage of results for our portfolio companies, we cover two consumer facing businesses in this post. Consumer facing businesses will ...
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Axis Bank: One right step at a time

For better or worse, banks take centre-stage during testing times. Times like now separate the wheat from the chaff. Today we look at Axis bank – which ...
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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

The 2W industry is at an interesting juncture. Personal mobility is one of the drivers for 2W sales going ahead. In addition, the expectation of good monsoons ...
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Buying the 2nd tranche of the Longterm MultiCap Portfolio

Action: We're buying the 2nd tranche of 4 into the LongTerm MultiCap Portfolio that we entered in April. Since initiating the portfolio in April, it is up ...
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Impact of a terminated 4,000 cr. contract on Aarti Industries

Aarti Industries was in the news this week. One of its long term (10 year) contract was terminated, and the company will receive $120-130 million, roughly ...
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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

In this post we look at two companies in our long term multicap portfolio. The diagnostic space is set to undergo change, with people taking their health ...
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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

Results for the last quarter have started coming in, all the companies are impacted due the lockdown enforced in the last week of March. While the larger ...
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SBI delivers reasonably in Q4, but pandemic impact remains to be seen

State Bank of India (SBI) for the quarter ended March 2020 reported  2.93% YoY income growth and nearly 5x YoY Net profit growth, to Rs. 3,581 cr. Lower ...
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