Thoughts on Investing
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Am I Ready?
There is clearly a wild rush towards equity, some are doing this out of FOMO (Fear Of Missing Out), whereas some are left with no other choice given relative unattractiveness of hitherto popular asset classes of Bank Deposits, Real Estate and Gold. The magnitude of this irrational exuberance can be gauged by reading chats in some whatsapp groups, comments […]
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Why we bought Garware-Wall Ropes?
“Invest in businesses that buy commodities and sell brands” is a powerful idea for long-term investing propagated by Warren Buffet. This lends business the ability to pass on higher raw material cost without losing unit volumes and retain some benefits in times of softer raw material prices. (a.k.a. pricing power) As per Prof. Sanjay Bakshi, an […]
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Is Real Estate Turning Around?
If past history was all that is needed to play the game of money, the richest people would be librarians. — Warren Buffet What happens to a sector after a prolonged slowdown? – Mean Reversion? What happens to a sector when Government channelizes its resources behind it? – Grows Fast? What happens to a sector […]
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[Video] Individual Investor’s Real Edge – TIA 28th Jan 2017
Presentation made by Jatin Khemani, Founder & CEO, Stalwart Advisors at Bullet Proof Investing Seminar organised by Tamil Nadu Investors Association on 28th January 2017 at ITC Fortune, Chennai. Notes on Presentation: 00:00 Introduction 00:38 Are large caps safe and easy to decipher? 07:35 How did Warren Buffet and other veterans start […]
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[Video] Surat Investors Meetup
Team Stalwart travelled to Surat, Gujarat and organised a meet up on 26-27th November 2016 at Ginger Hotel, addressing 100+ investors in five different batches explaining some of the key frameworks, investment philosophy followed by us and addressing queries around investing. If you are visiting our blog/website for the first time and/or contemplating signing up for […]
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Why we bought Amrutanjan Healthcare and continue to like it!
‘While, I was reading about this company I literally fell asleep’ said a smart analyst during one of our Chai pe Charcha meetings sometime in mid 2014. ‘You know.. it’s a 120-year old company and still does only about 140 Crores in sales, and by the way who really uses balm these days? I guess […]
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Indian Markets at Cross Roads
Disclaimer: We are totally into bottom-up stock-picking and are amateurs when it comes to making sense out of Macros. This post is just a small attempt to share our thought process regarding current market environment and some interesting observations 🙂 Imagine a conversation between two investors regarding a hot mid-cap which has recently done pretty […]
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[Video] Talk delivered at FIL Alumni Meet, Pune – July 2016
Recently I had the privilege of sharing my thoughts on investing with my fellow FIL Alumni at Flame University, Pune. The video, along with the presentation, is shared below. I talked about ‘India’s Consolidation Wave’; how the organized players stand a great chance to grow amidst an on-going shift in consumer preferences towards standardised and branded offerings. Video_India’s Consolidation […]
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What makes Wonderla Holidays an amazing business?
What is the idea of a full-day outing/picnic for an average Indian middle class family? Think about it, what are the entertainment options available for a family even in Metro cities on weekends or when you have some relatives visiting you from outstation? I bet the first thing that would come to your mind would […]