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Premium: Exits and Realignment of the DivYield and EV Portfolios

Sometimes companies misbehave. Sometimes circumstances hurt them. Some other times, they are accused of dirty activities. The result, in the stock market, is ...
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Walk the Talk: A Look at Tyre Companies in India

As part of our Walk the Talk series, in this post we take a look at the Q4 and full year results of Tyre Company's. All articles in this series can be found ...
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Premium: The Arbitrage in the Sale of a Paper Company

An interesting opportunity arises in a sale of a paper company. Acquisitions happen regularly, but this one is intriguing because the company is being sold at ...
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Portfolio: A Good month for Momentum Portfolio – Changes for June

National Elections have historically meant Volatility and strong one sided moves. While the pollsters were before the elections unanimous in entertaining that ...
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Q4FY19 Earnings Report : Results in the Long Term Multicap Portfolio

In this post we look at the Q4FY19 results and share notes from conference call of a company that we have recommended in our long term multicap portfolio. PSP ...
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Fundas : Intangible Assets

This time we have a new "funda" for you: Intangibles. This is a cool sounding term ("How intangible!") but it's often confusing, and sometimes it hides things ...
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Q4FY19 Earnings Report : Results in the Long Term Multicap Portfolio

In this post we look at the Q4FY19 results and share notes from the conference call of two banks that we have recommended in our long term multicap portfolio. ...
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Premium: Tata Chem Demerges The Consumer Entity into Tata Global – Is This Good or Bad?

Tata Chemicals will demerge the stuff that you know about it - The Tata Salt, the Sampann Dal and such things that are the "consumer" business - and merge it ...
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Q4FY19 Earnings Report : Results in the Long Term Multicap Portfolio

In this post we look at the Q4FY19 results and share notes from the conference call of a company that we have recommended in our long term multicap portfolio. ...
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Q4FY19 Earnings Report : Results in the Long Term Multicap Portfolio

In this post we look at the Q4FY19 results and share notes from the conference call of a company that we have recommended in our long term multicap portfolio. ...
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