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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

In this post we look at the results of a pipe company in our portfolio. The company is moving towards lightning its balance sheet and has made moves in the ...
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Reliance Jio’s Tariff Hikes Hit Subscriber Resistance

The youngest telecom operator in India – Reliance Jio – reported revenue growth of 6.2% in the March 2020 ended quarter. The company’s average revenue ...
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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

This company in our portfolio is from the chemical industry. It is run by technocrats and has a well diversified portfolio. It has 100+ product portfolio and ...
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Oil Marketing Companies: What Pushed Them Down Will Pull Them Up Too

India’s largest three oil-marketing companies – Indian Oil Corporation Ltd., Bharat Petroleum Corporation Ltd., and Hindustan Petroleum Corporation Ltd. ...
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Rough Framing a Trend Following Strategy | Moving Averages & Metrics

"It is a capital mistake to theorize before one has data. Insensibly one begins to twist facts to suit theories, instead of theories to suit facts." — Arthur ...
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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

The Indian telecom sector is entering a phase of tariff discipline which along with paradigm shift in consumer behaviour is expected to benefit India’s ...
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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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Prepping for the Build | The making of a Trend Following Strategy

"Data! data! data! he cried impatiently. I can't make bricks without clay." ― Arthur Conan Doyle, The Adventure of the Copper Beeches   This is the ...
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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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