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Charts & Analysis

Talwalkar’s – What is in a Name? Everything, apparently.

“What is in a name?”, Shakespeare asked? Well, if he asked the question to investors who bought Talwalkar’s Better Value Fitness Ltd they ...
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Portfolio: Replacing 7 Stocks in Momentum Monthly Rejig

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio ...
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Buybacks Go Sour. But It Gives Us A New Idea For The Long-Term

We now recognize that buybacks are crowded trades and will not pursue them as a strategy or a special opportunity, except where the stock itself looks good ...
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Charts & Analysis

Charts: Nifty in FY18 Does Just 10% As March Takes The Index Down Some More

It’s the very end of the financial year, FY 2018. This may have sounded like a great year, but it’s really not that great when you tally the ...
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Opinion

Market Roundup – Opportunity or Crisis?

On Friday, the 23rd of March 2018, markets fell by 1.2%. While this is not a significant fall, what was significant was the fact that this drove the draw-down ...
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Premium: CANSLIM Approach to Finding Quality Stocks – Part 2

This is a two-part series. Here is the second part.  In continuation to our series on CANSLIM. In this post we will apply this model in detail to the stocks ...
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Premium: CANSLIM Approach to Finding Quality Stocks – Part 1

This is a two-part series. CANSLIM is a techno- fundamental method of picking high quality stocks. It was developed by investor William J. O’Neil. The ...
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Economy

The Govt Will Borrow Lesser from Bonds Because We Still Love To Do PPF

It is now better for the government to borrow from your Provident Fund (PF) than to use bond markets. The government has, in an announcement, said that it will ...
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Premium: Bond Baba Whispers – You Can Harvest Losses and Save Some Tax

It's coming close to the end of the financial year, and we have Bond Baba waking up from his long hiatus and telling us what we really want to know: How To ...
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Charts & Analysis

Chart: The Nifty, Adjusted for Inflation, Still Lower Than 2008

It’s interesting how inflation can be a killer. The 2008 high of the Nifty was 50% lower than the highs in Jan 2018. And yet, because of inflation, the ...
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