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Foundations
The Folly of Retail Investors Lending People Money, Without Collateral, and That Too, Online
Peer to peer lending has been acclaimed as a breakthrough in the traditional business of lending. But it also has a number of drawbacks, which tend to be ...
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Charts: The Nifty P/E Crosses 27 Again, But….
In what is going to be another boring statistic on how the market is overvalued here’s the one we do often: The market P/E ratio. The Nifty’s P/E ...
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Q4FY18 Earnings Report: Results in Long Term Portfolio – Part 4
In continuation with the analysis of the Q4FY18 results, here is the fourth part covering four more companies that form part of our long term ...
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Portfolio: We Exit Three Stocks In Our Long Term Portfolio
We're now going to exit a few more stocks from the Long Term Portfolio. We understand that there are altogether too many exits recently, but such is the market ...
Stocks
SEBI Changes Rules for Bankruptcies: Buyers Can Take More Than 75%, Easier Delisting
We’re written a lot about bankrupt companies and how it’s dangerous to buy them. Current shareholders have felt cheated by the stocks’ ...
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Portfolio: Adding Fourth Tranche of EV Portfolio
This is a quick note on the buying of a new tranche in the Electric Vehicle Portfolio. We liked a bunch of stocks and this is where we will buy more of them, ...
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Q4FY18 Earnings Report: Results in Long Term Portfolio – Part 3
In continuation with the analysis of the Q4FY18 results, here is the third part covering four more companies that form part of our long term ...
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Premium: The Additional Surveillance Measures on Stocks And The Opportunities It Brings
There's a new deal in town: The Additional Surveillance Mechanism (ASM). This is a relatively new concept that SEBI and the exchanges have brought about where ...
Charts & Analysis
Guest Post: What they did not tell us about long-term investing
A picture is worth a thousand words No pain, No gain Money can’t buy happiness Or the more contemporary: Privacy is a myth If you’re not paying for it, you ...
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Q4FY18 Earnings Report: Results in Long Term Portfolio – Part 2
In continuation with the analysis of the Q4FY18 results, here is the second part covering four more companies that form part of our long term ...