[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…
Investing Framework
[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…
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…
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…
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…
How to Identify Fraudulent & Fragile Companies
Who knew that the liquidity crunch which began in September 2018 would kick start one of the most sweeping clean-ups in Indian corporate history? Slowly,…
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…