How we caught & dropped a 5-bagger – Story of AGL
Ceramic Tiles is one space which we have been tracking for many years now. In the past, we have misjudged the potential of branded players…
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Gillette’s Eroding Moat & Key Lessons
Back in 2013, I had written a post on Gillette discussing the likely challenges it is going to face in growing its business. A business…
Why we prefer ‘First-Generation Owner-Operator with Skin-in-the-game’?
We often say while talking about our investment philosophy that we prefer companies which are led by ‘First generation, owner-operator with skin-in-the-game’. Why do we…
Should you invest in IPOs?
There are two kinds of Initial Public Offering (IPO) – 1). Fresh Issue where new shares are issued and money raised goes to the company…
[Memo] A Note from CEO – View on Current Markets & Portfolio Strategy
Following is a copy of memo shared with Stalwart’s clients during August 2017 – Markets were rallying one way up since the start of 2017 and…
[Memo] Penny-wise & pound-foolish – how brokers dupe investors?
Following is a copy of recent memo shared with Stalwart’s clients – It is unfortunate that despite such strict regulations and risk management by SEBI and…
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…
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…
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…
[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…