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Q2FY20 Earnings Report: Results in the Long Term Multi Cap Portfolio 

Q2FY20 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 off by ...
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Portfolio: Changes in the Premium Momentum Portfolio – November 2019

The mojo in markets which had all but disappeared over the long winter it has witnessed is finally seeing strains of green shoots. Whether these early shoots ...
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Taking Stock: A Deeper Look at Alkyl Amines

It has been a while since we have looked at individual stocks in detail. As part of our taking stock series we look at stocks in depth, check the detailed ...
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Premium: A Fast Moving Stock Gets Into the Multicap Portfolio

This is an interesting opportunity, but one that's fairly risky simply because it's moved up fast. The problem with adding stocks at new all time highs is that ...
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Premium: The Indiabulls Housing Saga, and Funds that Own Indiabulls Housing Finance Bonds

A lot has been happening with Indiabulls Housing Finance. With Prashant Bhushan filing a PIL against Indiabulls Housing Finance, and the RBI cancelling its ...
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Premium: As GRUH Becomes Bandhan, Readjust Your Shares Accordingly

On the 18th of October, your shares of GRUH Finance will be replaced by shares of Bandhan Bank. For every 1000 shares of Gruh, you will have 568 shares of ...
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Premium: Portfolio: Changes in the Premium Momentum Portfolio – October 2019

One of the advantages of being fully invested is that when markets move up like they did in September, we get to take full advantage of the rise. The surprise ...
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Outlier in Focus: A Brief Look at SRF

The SRF stock has been moving considerably well. Let's run a check on what business SRF is in. Also Check out our Taking Stock series, where we have more ...
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Premium: The Beneficiaries of the Lower Tax Regime, and Who It Doesn’t Help

Last week, Nirmala Sitaraman announced a bunch of benefit that set the market on fire. Tax rate reduced to 22% + surcharge if you don't claim some exemptions ...
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Fundas: Financial Shenanigans Part 5: Acquisition Accounting

In this last post on the financial shenanigans series, we look at how revenues, earnings and cash flows can be managed when companies are in acquisition mode. ...
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