Author: Jatin Khemani

Is Hold = Buy ? A Perennial Debate

Food for thought, Investing Framework, PMS, Stocks

October 31, 2024
Memo – Risk, Benchmarking & Taxation

Indian Markets, Investing Framework, PMS

September 5, 2024
Nifty@21,700: What should be the Portfolio Strategy for 2024?

Indian Markets, Investing Framework, Stocks

January 6, 2024
Selling in Bull Market: Discipline or Mistake?

Investing Framework, Memo

November 16, 2023
Tenets of Commodity Investing – Framework, Experience & Learnings

Indian Markets, Industries, Investing Framework, Stocks

January 19, 2022
An Update on Gujarat Ambuja Exports Ltd.

Industries, Investing Framework, Stocks

September 8, 2020
Is Real Estate the next Pharma?

Business Models, Indian Markets, Industries, Scuttlebutt

September 1, 2020
Memo: Let’s Brace for P&L Accidents But Not Overestimate Impact on Intrinsic Values

Indian Markets, Investing wisdom, Stocks

May 29, 2020
Financial & Mental Preparedness For What Lies Ahead

Food for thought, Indian Markets, Memo

March 26, 2020
10 reasons why long-term investors shun real estate stocks, and why its time to do the opposite

Business Models, Indian Markets, Industries, Investing Framework, MoneyControl Column

November 20, 2019