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Q4FY20 Earnings Report: Marico
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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Can Vodafone Idea Survive Even With A Favourable AGR Case Outcome
The verdict of a 15-year-old legal battle between India’s mobile operators and the Government of India, has raised serious concerns around the survival of ...
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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 ...
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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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Q4FY20 Earnings Report: Hero Motocorp
The 2W industry is at an interesting juncture. Personal mobility is one of the drivers for 2W sales going ahead. In addition, the expectation of good monsoons ...
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Q4FY20 Earnings Report: Performance Of City Gas Distributors
Gujarat Gas’ total volumes grew 55 percent compared to last year, aided by higher demand from ceramic companies in Gujarat, moving from coal-based to ...
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How Reliance Plans To Get “Net Debt Free”
Reliance Industries Ltd.’s focus on reducing debt in times of uncertainty has led to a re-rating in the share prices. It has announced multiple transactions ...
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AMA with CM: On generating ideas, Multibaggers, Market forecasts, Book Recommendations, investing internationally, Franklin Equity Funds and more
This is a summary of our 3rd AMA, on 13th June. On the CM LongTerm Portfolio What are the steps involved at CM in determining entry / exit criteria for CM LT ...
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Buying the 2nd tranche of the Longterm MultiCap Portfolio
Action: We’re buying the 2nd tranche of 4 into the LongTerm MultiCap Portfolio that we entered in April. Since initiating the portfolio in April, it is ...
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Impact of a terminated 4,000 cr. contract on Aarti Industries
Aarti Industries was in the news this week. One of its long term (10 year) contract was terminated, and the company will receive $120-130 million, roughly ...
