Insights & Resources
Tips, tutorials, and trends to help you build better websites and grow your online presence.
Deciphering Price-Earning (PE) Multiple as a Valuation Tool
A high quality asset can be a poor investment if acquired at an obscenely high valuation (versus its intrinsic value).…
Read more →Decoding Maize Cycle & Potential Winners
Traditionally the maize crop in India had two large user industries – The remaining 10-15% would be consumed by humans…
Read more →Deciphering Promoter Buying & Selling – A Nuanced Take
I often ask this to the delegates in my Investing Workshop at FLAME Investment Lab, Pune, ‘Why did this specific…
Read more →Talk at GIC | Mean Reversion Framework
Stalwart’s CIO, Jatin Khemani, recently gave a talk at Gurugram Investor Club where he presented on Stalwart’s Mean Reversion Framework…
Read more →Strategies work, Stocks don’t!
Value investing works, and so does growth investing. Quality investing works and so does chor-bane-mor (improving governance). Start-up investing works,…
Read more →Shutting Down Treasure Trove
Stalwart Advisors has been running an independent equity research service called ‘Treasure Trove’ for over a decade now. Following are…
Read more →Is Hold = Buy ? A Perennial Debate
Model Portfolio vs Customized Portfolio In the investing world, there are two schools of thought – one which believes there…
Read more →Memo – Risk, Benchmarking & Taxation
Stalwart PMS completed its first full year of operation in May 2024, this memo is intended to help our initial…
Read more →Exiting Suven Pharma with 663% Return in 4.5 years!
We invested in Suven Pharma in December 2019 (pre-demerger) at a price of Rs 131 a share (adjusted for the demerger of Suven Life…
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