10 reasons why long-term investors shun real estate stocks, and why its time to do the opposite
Whether it is real estate as physical assets or as stocks, there has been a lull for many years now. Will the two always move…
Indian Markets
Only 2.5% of 8,000 Listed Indian Stocks Are Investable; Here’s The List
A lot of us have the quest to unearth those high-quality stocks which will create wealth for us, but how do we figure out which are those 15-20-25 stocks…
Corporate Tax-Cut: Implications on Markets, Portfolio & Economy
(This is a slightly edited copy of Investor Memo shared with subscribers of Stalwart Advisors’ Model Portfolio) The corporate tax rate (including cess & surcharge) in India has…
Nifty at record high: Don’t get carried away; real opportunity lies in these stocks
My April’19 Article Written For Financial Express While Nifty is at a lifetime high, the average fall across 3,000 traded stocks is still 40-50% from their 2018…
Listed MNCs in India: a good catch, but an opportunity slowly fading
My March’19 Column Written For Moneycontrol A basic tenet of long-term investing is to look for high quality listed businesses. This essentially implies 1) they…
India’s Market Leaders: My 10 Key Observations
My March’19 column written for Safal Niveshak’s ‘Outside the box’ newsletter One common advice I find veteran investors passing on to next-generation investors is to look…
Are We In A Bear Market?
You might be feeling it’s an odd title given CNX Nifty (which consists of India’s top 50 companies) is merely 3.7% below its all-time high…
‘Growth Investing’ Vs ‘Growth Revival’ – Which style to follow?
Style 1: Growth Investing Growth stocks are companies which are consistently and predictably growing at supernormal rates and given the visibility in their earnings trajectory,…
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…
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…