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Portfolio: Adding Second Tranche Of EV Portfolio
The EV portfolio has given a phenomenal run of 32% since it started on 22 Aug 2017 with six stocks. Post that we added three more stocks. It's time to add the ...
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Premium: Wipro Gives Us That Buyback Juice Again – Bond Baba Looks At 8% For Next Month
Two of our buybacks get back to active mode. Remember, we exited Wiproearly at 302. And we are still in Infy. (Entry post) Some progress now, as both announce ...
Charts & Analysis
Charts: The Nifty, Junior and Nifty 500 P/E At 10 Year Highs and Dull Earnings Growth
In general, it seems to be a bad idea to speak of the Nifty P/E ratio anymore. So anti national. But just because it doesn’t matter, should we just stop? ...
Stocks
Q2-FY18: Earnings Notes: Gujarat Fluorochemicals, Indian Energy Exchange, PVR & Take Solutions
Here is a short summary from the Q2-FY18 Earnings Call Transcript of a few selected stocks. The sole objective of this post is to provide a quick short digest ...
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Premium: Uncle Theta Creates Another Strategy To Protect Downside for 2018, and a Past Review
It’s one of those times when you would have loved a no-downside strategy. Don’t lose anything when the market moves down. And it’s down the ...
Stocks
Q2-FY18: Earnings Notes: ICICI Lombard, Lupin & Mahindra CIE
Here is a short summary from the Q2-FY18 Earnings Call Transcript of a few selected stocks. The sole objective of this post is to provide a quick short digest ...
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Premium: Bond Baba Ditches a Buyback Midway in Frustration But Gets 5% in 4 months
We’re sick and tired of Wipro. No, really. We thought it would be a brilliant buyback. Buy in the market at 286, get bought back and 320 and let it go. ...
Stocks
Story: How the Pollution in China Caused a 3x increase in Graphite Electrode Profits In A Year
Some stocks have cycles. In a down cycle they do badly. In an upcycle, they do so well that you watch in awe as profits go through the roof. But a cycle ...
Charts & Analysis
Chart: Coming Back To Cash One Year After Demonetization
It’s been a year since Demonetization! At 8 pm on November 8, 2017, Prime Minister Modi told us all that the big notes we have – Rs. 500 and Rs. ...
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Portfolio: Momentum Monthly Changes Replaces Eight Stocks & About 20% In 5 Months
Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio. The performance of the portfolio since we started in ...