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Vedanta Delisting – Is there an opportunity?

Vedanta Limited recently announced it has received intent from its promoter to delist the company. Put simply, the majority owner of the company has made an ...
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The Two Wheeler Industry and a deep value opportunity

India Automobile Industry The automobile industry in India is 7.5% of GDP, it is 49% of manufacturing GDP and 26% of Industrial GDP. The industry directly ...
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Premium: The High-Priced Portfolio Rebalance

In 2017, we introduced a strategy of building a portfolio of stocks that was based purely on their absolute price without any reference to any other metric. We ...
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The LongTerm MultiCap Portfolio Revamped

The last few weeks have been…interesting. (I heard there’s an understatement of the year award up for grabs). For the world in general, and the ...
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How to deal with panic (and changes to our portfolios)

On days like today, we thought a chart of the NIFTY followed by Baron Rothchild’s much-abused quote would not do much to calm the nerves. via GIPHY ...
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Q3FY20 Earnings Report: Aarti Industries, BKT, Alkyl Amines

In continuation to our posts on analyzing the latest quarter results of companies in our Long Term Multicap Portfolio, in this post we look at the results of ...
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Q3FY20 Earnings Report: APL Apollo, NOCIL

In follow up to our earlier post, where we covered three companies from our MultiCap Portfolio, we look at 3 more companies in this post. APL Apollo The ...
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Q3FY20 Earnings Report: Results in the Long Term Multi Cap Portfolio

Q3FY20 results of company’s have started coming in, in this post we take stock of the results of companies in our Long term Multicap portfolio. We start ...
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Portfolio: Adding an Electrical Company To the MultiCap Portfolio

The Stock has been consistently growing its topline  with more than 20% CAGR and the bottomline  is 30%+. The push from government towards infra and recent ...
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Premium: Adding a Auto Ancillary Company in the MultiCap Portfolio 

The automobiles and auto ancillary sector has been severely impacted due to various factors plaguing the economy. The Nifty Auto Index has been down by 14% in ...
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