Selling in Bull Market: Discipline or Mistake?
Following is a copy of an Investor Memo shared with Treasure Trove subscribers We have received feedback from some subscribers questioning & wondering if we…
Blog
Why Selling Strategy is as Important as Buying?
The stock market is like a pendulum that swings from one extreme to another. While it often comes to the center, rarely does it stay there…
[Investor Memo] Wise to Optimise Expectations & Review Asset Allocation
In April 2022, we published an important subscriber memo titled ‘Wise to Optimise Expectations & Review Asset Allocation’ While the two pillars of the bull…
[Video] Webinar with Vivek Bajaj – Investing Framework & Case Studies
In this session, Stalwart’s CIO, Jatin Khemani discusses: Stalwart’s Investing Framework – 20:20 & Special Situations Drivers of Long-term Returns – Volume Growth Industry Life Cycle…
Tenets of Commodity Investing – Framework, Experience & Learnings
In this post regarding investing in commodity businesses, I cover the following: Natural vs Processed Commodities, 10-pointer framework/takeaways based on our experience, How our stock-picking…
Introducing Anti-‘ES’G smallcase by Stalwart Advisors
Excesses at one end often create opportunities at the other, which can be leveraged by pragmatic investors. Environmental, Social & Corporate Governance (ESG) theme has…
APL Apollo – A 5-Bagger in 2.5 Years
We bought APL Apollo at Rs 1,269 a share, in Oct 2018, and recently exited at a price of Rs 1,258 a share, however after…
An Update on Gujarat Ambuja Exports Ltd.
A couple of years ago I had the opportunity to present on Gujarat Ambuja Exports Ltd. at Tamil Nadu Investors Association’s 20:20 conference held in…
Is Real Estate the next Pharma?
A few years ago I had made a thematic presentation ‘India’s Consolidation Wave’ at Flame Investment Lab, Pune. The basic idea was to demonstrate using actual…
Memo: Let’s Brace for P&L Accidents But Not Overestimate Impact on Intrinsic Values
(Following is a copy of Memo shared with subscribers of SA’s Model Portfolio) Starting this earning season i.e. of Q4FY20 (& beyond), we would hear a…