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The Indian Tile and Bathware Industry: Which companies are better placed – Part 2

In Part 1 of the Tile and Bathware Industry series, we looked at the Indian Tile Industry and how the market leader Kajaria dominates. Here we look at the ...
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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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If you can’t measure it, don’t trade it – Quantifying Trends

The idea of finding a reference If I were to tell you that ^NIFTY50 is going up, does it mean anything?  I am sure you would ask me, how long has it ...
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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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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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AMA with CM: On ITC, Asset Allocation, Smallcaps, Index Funds, Debt, Macros and more

We did our second AMA on 27th May. Here’s a summary of the session. On Fixed Income Given what’s been happening with interest rates, does the ...
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Future Group Promoter Default Scare and Its Exposure To Mutual Funds

Kishore Biyani’s company, a holding company of the Future Group, has recently defaulted on a loan payment. The Future group owns the well-known retail ...
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Does Gold make sense in a Momentum Strategy

We recently wrote about the importance of timing the market. How, a simple rule-based strategy that exits the market whenever a daily moving average threshold ...
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Trading the Reliance Rights Issue Like an Option

The Reliance Rights issue Opened today, we’ve written earlier about it here We did a super interesting #experimental trade on the Rights Issue which is ...
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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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